About the 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.

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JOB OVERVIEW

Experience level

Mid

Location

Millbrae, CA

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

yesterday

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