Head of Fiduciary Services & Relationship Support
About The Position
HomeBase is a growing services platform dedicated to supporting trustees, beneficiaries, and advisory professionals with high-quality, compliant, and operationally excellent trust administration services. We are building scalable systems, strong teams, and best-in-class processes to deliver exceptional client outcomes. The Head of Fiduciary Services & Operations is responsible for leading, scaling, and enhancing HomeBase’s fiduciary support platform. This role owns both fiduciary service delivery and the operational infrastructure that supports it, providing strategic, operational, and process leadership across trust administration and core operational functions. This is a hands-on leadership role designed for a proactive, entrepreneurial operator who thrives in building structure, refining workflows, and expanding service capabilities. The role serves as a key integrator across attorneys, beneficiaries, accountants, financial advisors, and internal teams, driving operational excellence and innovation across HomeBase’s fiduciary service line. This leader will operate within an EOS (Entrepreneurial Operating System) framework, utilizing metrics, scorecards, and accountability structures to drive performance and continuous improvement.
Requirements
- Proactive, entrepreneurial operator who thrives in building structure, refining workflows, and expanding service capabilities
Responsibilities
- Leading, scaling, and enhancing HomeBase’s fiduciary support platform
- Owning fiduciary service delivery and the operational infrastructure that supports it
- Providing strategic, operational, and process leadership across trust administration and core operational functions
- Serving as a key integrator across attorneys, beneficiaries, accountants, financial advisors, and internal teams
- Driving operational excellence and innovation across HomeBase’s fiduciary service line
- Operating within an EOS (Entrepreneurial Operating System) framework
- Utilizing metrics, scorecards, and accountability structures to drive performance and continuous improvement
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
No Education Listed
Number of Employees
11-50 employees
