
11 - 50 employees
Founded 1990
💸 Finance
Finance • Wealth Management • Family Office
Matter Family Office is a financial services firm dedicated to helping successful families manage their wealth effectively and strategically. With a focus on investment management, wealth planning, and family culture, Matter offers a comprehensive suite of services designed to support multi-generational families as they navigate the complexities of their financial landscape. The firm is committed to aligning investment opportunities with family values and fostering a culture of learning and philanthropy among its clients.
🔥 0 minutes ago
⛰️ Colorado – Remote
💵 $200k - $250k / year
⏰ Full Time
🔴 Lead
💰 Business Development (BDR)
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11 - 50 employees
Founded 1990
💸 Finance
Finance • Wealth Management • Family Office
Matter Family Office is a financial services firm dedicated to helping successful families manage their wealth effectively and strategically. With a focus on investment management, wealth planning, and family culture, Matter offers a comprehensive suite of services designed to support multi-generational families as they navigate the complexities of their financial landscape. The firm is committed to aligning investment opportunities with family values and fostering a culture of learning and philanthropy among its clients.
• Develop and execute Matter's organic growth strategy with the CEO and leadership team, including target markets, ideal client profiles, and business development objectives • Build the firm's business development methodology, including pipeline stages, prospect qualification, opportunity scoring, proposals, and conversion standards • Implement CRM practices, reporting, forecasting, and KPIs, and report progress, trends, and risks to leadership • Build a pipeline of prospective families, centers of influence, and referral partners, and personally lead high-value prospect relationships through onboarding • Grow introductions from attorneys, CPAs, bankers, and investment and family office professionals, and represent Matter at industry events • Partner with Marketing and leadership to refine Matter's positioning, and with service teams to develop tailored proposals for prospective families • Evaluate prospective relationships for fit, complexity, profitability, risk, and capacity, and create a clear handoff to client service teams • Coach professionals involved in business development and build organizational capability so growth does not depend on a few individuals • Report to the CEO and partner with leaders across Investment Management, Wealth Planning & Coordination, and Family Culture & Learning
• 10+ years of progressive experience in business development, relationship management, wealth or investment management, family office, or professional services • Demonstrated success developing relationships with HNW/UHNW families, family offices, and their trusted advisors • Strong understanding of the family office ecosystem • Proven track record of generating and converting significant new business • Experience building or improving business development processes, systems, and metrics • Ability to operate effectively with C-suite executives, sophisticated clients, and influential external stakeholders • Exceptional judgment, discretion, integrity, emotional intelligence, and communication skills • Bachelor's degree required • Advanced degree preferred • Unable to sponsor work visas
• Medical and dental plans with HSA/FSA options • Employer-paid disability and life insurance • 401(k) with employer match • 10 paid holidays • Competitive vacation and sick leave • Continuing education support • Career growth support • Community involvement support
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