Manager, Fiduciary and Foundation Services

Cozen O'ConnorPhiladelphia, PA
8d

About The Position

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.

© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service