Head of Fiduciary Services & Operations

Cozen O'Connor•United States,

3d•$180,000 - $220,000

About The Position

HomeBase is a growing services platform that supports trustees, beneficiaries, and family entities with trust administration. The Head of Fiduciary Services & Relationship Support leads and scales the fiduciary support platform, overseeing both fiduciary service delivery and the operational infrastructure that supports it. The role provides strategic, operational, and process leadership across trust administration and core operations, and integrates work among attorneys, accountants, financial advisors, and internal teams. This hands-on leadership role calls for a proactive, entrepreneurial operator who can build teams, refine workflows, and expand service capabilities. The leader works within an EOS (Entrepreneurial Operating System) framework, using scorecards and accountability structures to drive performance and continuous improvement.

Requirements

Proven leadership experience in fiduciary services, trust administration, or family office operations.
Strong understanding of trust structures, fiduciary responsibilities, and financial operations.
Experience managing operational workflows, controls, and process improvement initiatives.
Ability to lead cross-functional teams and collaborate with legal, tax, and financial professionals.
Detail-oriented, with strong analytical, organizational, and problem-solving skills.
Comfort operating in a dynamic, evolving environment with a hands-on leadership approach.
Entrepreneurial mindset focused on building and scaling processes.
Strong leadership presence and ability to mentor and develop talent.
Demonstrated ownership mindset and track record of driving outcomes.
Commitment to accuracy, client service, and operational excellence.

Responsibilities

Lead, mentor, and develop Trust Administrators and Relationship Support professionals.
Establish performance expectations, accountability standards, and service benchmarks.
Design and refine workflows to improve efficiency, scalability, and service quality across fiduciary services and operations.
Foster ownership, accountability, problem-solving, and continuous improvement.
Provide strategic oversight of fiduciary support services delivered to attorneys serving as trustees and to individual trustees.
Oversee administration of complex trust structures, including high-value and sophisticated investment portfolios.
Ensure accuracy, compliance, and consistency in fiduciary income tax coordination and return processing; review of brokerage and custody statements; distribution monitoring and approval workflows; beneficiary distribution calculations; annual trustee and advisor reviews; and fiduciary records and documentation.
Partner with attorneys, accountants, and financial advisors to support compliant and consistent trust administration.
Own and drive accountability for end-to-end operations across vendor management, invoicing, banking, and client reporting.
Oversee vendor lifecycle, invoice processing, payments, and related internal controls.
Ensure proper setup and management of bank accounts, user entitlements, and system access controls.
Oversee preparation, accuracy, and timely delivery of client reporting and account reconciliations.
Maintain internal controls, audit readiness, and operational consistency.
Coordinate across Relationship Managers, Administrators, LPAs, Attorneys, and banking partners.
Use KPIs, scorecards, and EOS tools to monitor performance and ensure accountability.
Identify operational gaps, inefficiencies, and opportunities for improvement.
Design, standardize, and scale workflows, controls, and documentation across fiduciary services and operations.
Lead implementation of process improvements across fiduciary and operational functions.
Support system enhancements and adoption of new technologies.
Contribute to development and expansion of fiduciary service offerings for trustees, beneficiaries, and family entities.