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Matter Family Office Jobs (NOW HIRING)

Barnard Inc

Family Office Director

Bozeman, MT · On-site

$120 - $200/hr

Overview The Family Office of a high-net-worth family and their multiple business ventures and ... The Director will assist with the oversight of the financial matters for personal, business and ...

Bank of America

Family Office Consultant

New York, NY · On-site

Serve as a subject matter expert supporting Family Office growth initiatives. Thought Leadership & Practice Development * Develop insights and thought leadership focused on family governance, family ...

Bank of America

Family Office Consultant

Seattle, WA · On-site

Serve as a subject matter expert supporting Family Office growth initiatives. Thought Leadership & Practice Development * Develop insights and thought leadership focused on family governance, family ...

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Matter Family Office information

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$25.5K

$51.5K

$77.5K

How much do matter family office jobs pay per year?

As of Aug 28, 2026, the average yearly pay for matter family office in the United States is $51,476.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,000.00 and $59,000.00 per year, depending on experience, location, and employer.

What is a Matter Family Office?

A Matter Family Office is a wealth management firm that provides comprehensive financial services to individuals and families, typically those with significant wealth. They offer a range of personalized services, including investment management, estate planning, tax strategy, philanthropic guidance, and family governance. The goal of a family office like Matter is to help clients preserve and grow their wealth across generations, while also supporting their broader life goals and family values.

What are some common challenges faced by professionals working at a family office like Matter Family Office?

Professionals at Matter Family Office often encounter the challenge of balancing complex, multi-generational family dynamics with the technical aspects of wealth management. Navigating sensitive client relationships while providing tailored financial and investment advice requires strong communication skills and discretion. Additionally, the role involves coordinating with legal, tax, and investment experts, demanding both teamwork and adaptability to evolving client needs. These challenges make the work dynamic, rewarding, and ideal for those who thrive in a collaborative, client-focused environment.

What are the key skills and qualifications needed to thrive as a family office advisor, and why are they important?

To thrive as a Family Office Advisor, you need deep expertise in wealth management, financial planning, and investment strategies, often supported by degrees in finance or accounting and relevant certifications like CFP or CFA. Familiarity with portfolio management software, tax planning tools, and client relationship management systems is typically required. Exceptional interpersonal skills, discretion, and problem-solving abilities distinguish top advisors in this field. These competencies are crucial for building trust, safeguarding family assets, and ensuring effective long-term financial stewardship.

What is the difference between Matter Family Office vs Wealth Manager?

AspectMatter Family OfficeWealth Manager
CredentialsTypically requires financial, legal, or estate planning certificationsRequires CFP, CFA, or similar financial certifications
Work EnvironmentPrivate, high-net-worth client setting, often with a multidisciplinary teamFinancial advisory firms or banks serving multiple clients
Employer & IndustryExclusive family offices managing wealth for a single familyFinancial institutions or independent firms serving multiple clients

While both Matter Family Office and Wealth Managers serve high-net-worth individuals, Matter Family Office offers a comprehensive, personalized approach within a private family setting, often involving estate and legal planning. Wealth Managers typically focus on investment management and financial planning for multiple clients. The key difference lies in the scope and environment of service.

What are the positions in a Matter Family Office?

A Matter Family Office typically includes positions such as family office manager, investment analyst, estate planner, tax advisor, and administrative staff. These roles focus on managing wealth, investments, estate planning, and providing personalized services to the family, often requiring expertise in finance, legal, and administrative skills.
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What job categories do people searching Matter Family Office jobs look for?

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Matter Family Office jobs near you
Infographic showing various Matter Family Office job openings in the United States as of August 2026, with employment types broken down into 67% Full Time, and 33% Contract. Highlights an 100% In-person job distribution, with an average salary of $51,476 per year, or $24.7 per hour.

Associate - Client Service

Matter Family Office

Saint Louis, MO • On-site

Full-time

Re-posted 3 days ago

Job description

About Matter Family Office

Matter Family Office is a multi-family office dedicated to helping families thrive for generations. We deliver integrated services across Investment Management, Wealth Planning & Coordination, and Family Culture & Learning. With offices in St. Louis, Denver, and Dallas, and a long-term capital partner in BW Forsyth Partners, Matter is positioned for continued growth and impact.

About the Role

Matter Family Office is seeking an Associate Client Service to support the delivery of comprehensive wealth management services to client families. This role is highly collaborative, focused on executing client work plans, coordinating across internal teams, and delivering high-quality financial planning and investment support.

Key Responsibilities

Client Service & Relationship Support

  • Support day-to-day client service activities and respond to client inquiries
  • Coordinate with Directors and Partners to execute client work plans
  • Maintain strong relationships with client families through consistent communication and follow-up

Financial Planning & Wealth Coordination

  • Prepare financial plans, projections, and periodic client updates
  • Research and help implement wealth strategies across investments, insurance, estate planning, and cash flow
  • Assist in coordinating planning efforts across multiple service areas
  • Monitor accounts and cash positions to support client objectives

Team Collaboration & Leadership

  • Delegate and review work from junior team members
  • Provide mentorship and support to developing team members
  • Contribute to firm initiatives, projects, and process improvements

Qualifications

  • 4+ years of experience in financial services with client-facing responsibilities
  • Experience in financial planning, wealth coordination, or multi-disciplinary advisory environments
  • Strong understanding of investments, estate planning, insurance, and cash flow management
  • Proven ability to collaborate across teams and manage multiple priorities
  • Bachelor's degree (BA/BS) with strong academic performance
  • CFP, CFA, CPA, JD, or MBA preferred
  • Experience working with high-net-worth or family office clients is a plus