Family Learning & Communication Lead

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, Dallas, and Raleigh. Our collaborative culture blends accountability and trust with optimism and fun.

Job Description

The Family Learning & Communication Lead is a core contributor to Matter's Family Learning & Communication service line and to the firm's long-term vision. You work with client families and their teams to direct multi-year learning and communication work, facilitate family meetings, and build long-term learning plans for each family. You also serve on the Family Learning & Communication committee, help train Matter's client teams, and take part in strategic initiatives that help Matter innovate and evolve its practice.

Responsibilities

• Facilitate and support family meetings, communication training, multigenerational mission and vision planning, and family governance

• Direct multi-year family learning and communication work, and develop a long-term learning plan for each family

• Partner with client teams on a strategic plan to develop each family's human capital, individually and collectively, and help execute it using internal and external resources

• Develop content internally and with outside experts for use with Matter families and employees

• Create, publish, and distribute content that builds trust, communication, and preparation skills for Matter families

• Contribute to Matter's blog, newsletters, and the broader multi-family office industry

• Serve on the Family Learning & Communication committee and help train Matter's client teams

• Support industry events and business development as needed

Qualifications

• 5+ years working with multi-generational families and/or executives on communication, culture, governance, family dynamics, and/or succession planning

• Background in industrial psychology, coaching, family business consulting, meeting facilitation, or a similar discipline preferred

• Deep curiosity about the challenges facing UHNW families, with a pragmatic and empathetic approach to helping individuals and families move forward

• Bachelor's degree from an accredited institution required

• MA, PhD, MSW, or MBA preferred

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.