matterBrooklyn, NY
Regional Partner – West Region, Wealth Growth Leader
Regional Partner – West Region, Wealth Growth Leader
Regional Partner – West Region, Wealth Growth Leader
matterBrooklyn, NY
today
Personal Financial AdvisorsInvestment Fund ManagersSecurities, Commodities, and Financial Services Sales Agents
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesOffices of Lawyers
Apply for this role (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.
Also on the board Same function, level within a rung
Level
Manager
Location
Brooklyn, NY
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
today