Regional Partner, West - Wealth Growth & Client Leadership

L4

matterMillbrae, CAyesterday
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.
Apply now
Apply now

Level

MidL4

Location

Millbrae, CA

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

yesterday

To get sharper similar jobs, create your profile using the link below.

Create profile