Regional Managing Director UHNW Wealth Growth

Posted yesterday

matterMillbrae (CA)

Investment Fund Managers Portfolio Management and Investment Advice

SENIORITY

Manager

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About the role

Matter, LLC is seeking a Managing Director to lead relationships with Matter Family Office clients, acting as a trusted advisor and coordinating resources across the firm to deliver a coordinated experience in investment management, wealth planning, and family culture. The role requires 10+ years in wealth management, superior client leadership, and strong business development skills. Collaboration with senior leaders and external advisors is essential to drive growth and multi-generational

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