Regional Managing Director UHNW Wealth Growth
matterMillbrae, CA
Regional Managing Director UHNW Wealth Growth
matterMillbrae, CA
today
Industries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesAbout 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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JOB OVERVIEW
Experience level
Manager
Location
Millbrae, CA
Occupation
Investment Fund Managers
Industry
Portfolio Management and Investment Advice
Posted
today
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