Regional Managing Director Greater New York City, NY Area

The Company is seeking a Regional Managing Director to join their team. The successful candidate will be a senior client and business development leader, responsible for managing and growing relationships with high-net-worth and ultra-high-net-worth families. This role involves serving as the primary relationship leader and trusted advisor, understanding each family's unique goals and needs, and building and deepening relationships across generations. The Regional Managing Director will also be tasked with developing new business, leading client meetings, and collaborating with various professional teams to ensure the best resources are brought to each client. Applicants must have a minimum of 10 years' experience in wealth management, family office, private banking, or related financial services, with a proven track record in advising HNW/UHNW families and managing complex, long-term relationships. The role requires strong business development, networking, and relationship origination skills, as well as the ability to collaborate effectively across different teams. The ideal candidate will have excellent communication, presentation, and relationship-building skills, and the ability to exercise sound judgment and discretion in handling highly confidential client matters. A Bachelor's degree is required, with an advanced degree or relevant professional credentials preferred.

Hiring Company

Matter Family Office