Managing Director, Investor Advisory

Matter Family OfficeSt. Louis, MO

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Overview

Schedule

Full-time

Career level

Executive

Remote

On-site

Benefits

Health Insurance

Dental Insurance

Disability Insurance

Job Description

Company Description

Matter Family Office is a multi-family office dedicated to helping families thrive for generations. Founded in 1990 and privately held, Matter provides family operations, wealth planning, investment management, family learning, and project management services to clients nationwide from offices in St. Louis, Denver, and Dallas. Our collaborative culture blends accountability and trust with optimism and fun.

Job Description

The Managing Director, Investor Advisory is the link between Matter's investment strategy and the client experience. You own the translation of firm-level investment guidance into client-specific policy: building Investment Policy Statements, keeping portfolios aligned with Matter's investment philosophy, and leading private markets execution, client communication, and advisor education. You report to the Head of Investment Advisory and partner with the Investment Committee, Portfolio Management, Investment Research, and Client Teams.

Responsibilities

Design and maintain client Investment Policy Statements (IPS) that reflect each family's objectives, constraints, and liquidity needs
Keep portfolio targets and implementation consistent with Matter's investment philosophy, and escalate when positioning drifts from guidance
Lead portfolio review, IPS creation, and transition planning for new clients
Maintain private markets pacing models and coordinate the distribution of approved private investments across eligible portfolios
Deliver proactive portfolio reviews, market discussions, and investment recommendations to clients
Develop and lead advisor training so Matter's investment philosophy is communicated consistently
Produce and present quarterly performance reporting
Contribute to firm investment strategy, manager research, and portfolio decisions

Qualifications

10–15+ years in investment advisory, wealth or private client management, family office, or institutional asset management
Proven ownership of IPS development and of keeping portfolios consistent with firm guidance
Working knowledge of private markets, including pacing, capital calls, and fund selection support
Experience with portfolio transition and implementation planning
Clear, confident communication when presenting portfolio strategy and market views to HNW/UHNW or institutional clients
Experience mentoring or training advisors and junior staff
Bachelor's degree required
CFA charter and/or MBA preferred; Series 65/66 licenses a plus

Benefits

Matter offers medical and dental plans with HSA/FSA options, employer-paid disability and life insurance, a 401(k) with employer match, and 10 paid holidays plus competitive vacation and sick leave. We also support continuing education, career growth, and community involvement.

Equal Opportunity

Matter Family Office is an equal opportunity employer and considers all qualified applicants without regard to any characteristic protected by law. We are unable to sponsor work visas.

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FAQs About Managing Director, Investor Advisory Jobs at Matter Family Office

What is the work location for this position at Matter Family Office?

This job at Matter Family Office is located in St. Louis, MO, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at Matter Family Office?

Employer has not shared pay details for this role.

What employment applies to this position at Matter Family Office?

Matter Family Office lists this role as a Full-time position.

What experience level is required for this role at Matter Family Office?

Matter Family Office is looking for a candidate with "Executive" experience level.

What benefits are offered by Matter Family Office for this role?

Matter Family Office offers following benefits: Health Insurance, Dental Insurance, Disability Insurance, Life Insurance, Paid Holidays, Paid Vacation, Paid Sick Leave, Career Development, 401k Matching/Retirement Savings, and Tuition/Education Assistance for this position. Actual benefits may vary depending on the employer's policies and employment terms.

What is the process to apply for this position at Matter Family Office?

You can apply for this role at Matter Family Office either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.