The Manager of Fiduciary and Foundation Services is responsible for leading, scaling, and enhancing HomeBase’s fiduciary support and foundation services platform. This role provides strategic, operational, and process leadership across trust administration and outsourced private foundation services, ensuring delivery of accurate, compliant, and high-touch fiduciary support. This position is designed for a proactive, entrepreneurial leader who thrives in building structure, refining workflows, and expanding service capabilities. The Manager serves as a key integrator across attorneys, beneficiaries, accountants, financial advisors, and foundation stakeholders while driving operational excellence and innovation within HomeBase’s fiduciary service lines.
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Career Level
Manager
Education Level
No Education Listed