matterMillbrae, CA
Regional Partner, West - Wealth Growth & Client Leadership
Regional Partner, West - Wealth Growth & Client Leadership
Regional Partner, West - Wealth Growth & Client Leadership
matterMillbrae, CA
yesterday
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsInvestment Fund Managers
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesOffices of Lawyers
Apply for this role →Matter Family Office seeks a Regional Partner to lead the West region, advising key client families, driving growth, and building a high-performing regional team to deliver exceptional client experiences.
You will collaborate with Matter's leadership on strategy, coordinate multidisciplinary teams, and expand Matter's presence in the market while growing professional networks across the West. A Bachelor's degree is required; advanced credentials are preferred.
Also on the board Same function, level within a rung
Level
Mid
Location
Millbrae, CA
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday