Regional Partner

Job Description
The Regional Partner is a senior leader responsible for the growth, client experience, and overall success of Matter in the West region. You advise key client families, lead regional business development, build and develop the regional team, and work alongside Matter's leadership on strategy and growth.

Responsibilities
Serve as senior relationship leader and advisor to key client families, building lasting relationships across generations
Drive regional growth and new business development, from cultivating prospects to converting opportunities
Coordinate investment, family learning, and client service teams to deliver a seamless client experience
Build and mentor the regional team, fostering a collaborative, high-performing culture
Advise the leadership team on strategy and growth initiatives
Establish Matter's presence in the market and grow professional networks
Drive accountability and cross-functional collaboration
Serve as the escalation point for complex client situations

Qualifications
15+ years of progressive experience in wealth management, family office, private banking, or related financial services
Proven track record advising HNW/UHNW families and managing sophisticated relationships
Proven business development and relationship origination
Strong understanding of how investments, planning, and family dynamics connect
Strong communication skills and executive presence
Experience leading multidisciplinary senior teams
Bachelor's degree required; advanced degree or relevant professional credentials preferred