Regional Partner – West Region, Wealth Growth Leader
matterBrooklyn, NY
Regional Partner – West Region, Wealth Growth Leader
matterBrooklyn, NYManager L7
Personal Financial AdvisorsInvestment Fund ManagersSecurities, Commodities, and Financial Services Sales Agents
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesOffices of Lawyers
APPLY NOW (opens in a new tab)Matter Family Office is seeking a Regional Partner to lead the West region, advising prominent client families and guiding growth. You will shape strategy, oversee regional teams, and collaborate with Matter's leadership to deliver exceptional client experiences. In this senior role, you will cultivate relationships with HNW/UHNW clients, drive business development, and coordinate multidisciplinary teams to provide integrated wealth management, planning, and family-office services.
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Level
Manager L7
Location
Brooklyn, NY
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday