St. Louis, Missouri, United States · On-site
$98k–$136k/yr
Company Description Matter Family Office is a multi-family office focused on helping families thrive for generations through three distinct service offerings: Investment Management, Wealth Planning and Coordination, and …
Skills: Financial Planning, Investment Portfolio Analysis, Wealth Strategy Coordination, Cash Flow Management, Client Relationship Management
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The Senior Associate ensures the successful execution of client work plans by coordinating with Directors and Partners and interacting directly with families. Key duties include preparing financial plans, analyzing investment portfolios, and managing wealth strategies across investment, planning, and family learning services.
Candidates must have a minimum of seven years of financial services experience with a strong background in client-facing financial planning and coordination. A bachelor's degree is required, while certifications such as CFP, CFA, CPA, or an MBA are preferred.
Matter Family Office is a multi-family office focused on helping families thrive for generations through three distinct service offerings: Investment Management, Wealth Planning and Coordination, and Family Culture and Learning. Matter serves clients nationwide from our offices in St. Louis, Denver, and Dallas. We have been privately owned for 34 years and recently brought on a long-term capital partner (BW Forsyth Partners) to accelerate growth.
Matter associates blend a dynamic mix of disciplines and perspectives with the technical skills and expertise to tackle complex financial challenges in innovative ways. We thrive in an energetic, collaborative, supportive environment. Our culture blends accountability and trust with optimism and fun. We lead with integrity, approach our work intentionally, and build meaningful relationships with Matter families and each other.
As a Senior Associate, you will bring your expertise and experience to our team and understand what Matter does for each of our families. You’ll be ensuring the successful execution of each assigned client’s work plan through a combination of coordinating with Directors and Partners, interacting with clients, delegating and reviewing work, and completing follow-up items. You will engage with families on all Matter’s services – Investment Management, Wealth Planning & Coordination, and Family Learning & Communication.
This includes responsibilities such as:
All your information will be kept confidential according to EEO guidelines. Please note that we are unable to sponsor applicants for work visas.
We help families thrive for generations.
At Matter, families are our number-one priority. We lead the way on a purpose-driven path that supports each family’s unique goals and values through our integrated investment management, family learning & communication, wealth planning, family operations, and project management services. By guiding families through strategies that foster trust and communication, support inheritance and succession planning, and encourage intentional decision-making, Matter helps them thrive along with their wealth.
Offices: 8001 Forsyth Blvd, Suite 950, St Louis, Missouri 63105, US · 255 Fillmore St, Suite 200, Denver, Colorado 80206, US · 3811 Turtle Creek Blvd, Dallas, Texas 75219, US · 2009 Fairview Road, PO Box #6251, Raleigh, NC 27628, US
We help families thrive for generations.
At Matter, families are our number-one priority. We lead the way on a purpose-driven path that supports each family’s unique goals and values through our integrated investment management, family learning & communication, wealth planning, family operations, and project management services. By guiding families through strategies that foster trust and communication, support inheritance and succession planning, and encourage intentional decision-making, Matter helps them thrive along with their wealth.
Offices: 8001 Forsyth Blvd, Suite 950, St Louis, Missouri 63105, US · 255 Fillmore St, Suite 200, Denver, Colorado 80206, US · 3811 Turtle Creek Blvd, Dallas, Texas 75219, US · 2009 Fairview Road, PO Box #6251, Raleigh, NC 27628, US
