National Director of Client Services – Remote/Fairfield, CT

Foundation Source seeks a National Director of Client Services to join its leadership team.

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Director of Digital Marketing – Remote / Fairfield, CT

Foundation Source is seeking an experienced demand generation and marketing operations professional to lead, scale, and optimize our digital marketing efforts in a period of growth and expansion.

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Director of Client Services, Premier Services Team – Remote/Fairfield, CT

The Premier Services Team supports nearly 100 of Foundation Source’s largest and most complex clients with total combined assets of over $11 billion under management. Directors for the Premier Services Team serve as the primary relationship managers for roughly 15-20 private foundations and their board members, staff, financial advisors, and other trusted counselors in engaging Foundation Source’s full suite of resources to deliver superior, ongoing private foundation support and services. Directors also have additional management and leadership responsibilities in overseeing at least one Private Client Advisor.

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Associate Private Client Advisor – Fairfield, CT; Lake Success, NY; or Atlanta GA

The Associate Private Client Advisor (“APCA”) provides a high level of administrative support and task management for a team of Private Client Advisors (“PCA”s) and their portfolio of foundation clients. PCAs are the relationship managers and primary contact for each private foundation, including their board members, staff, financial advisors, and other trusted counselors. The APCA serves as a secondary contact for these relationships and works collaboratively with the PCAs to help clients carry out their philanthropic goals and activities by engaging and facilitating Foundation Source’s full suite of resources.

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Private Client Advisor, Premier Services Team – Fairfield, CT/Remote

Senior members of the Premier Services Team are the relationship managers for as many as 20 private foundations and their board members, staff, financial advisors, and other trusted counselors, helping them to carry out their philanthropic goals and administrative activities by engaging and facilitating Foundation Source’s full suite of comprehensive resources.

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Business Development Representative – Remote/In-Office (Fairfield, CT)

Foundation Source is seeking an energetic, self-motivated, collaborative Business Development Representative (BDR) to join our team. The BDR will respond to inbound leads and qualify new business opportunities for the sales team. The BDR is also responsible for outbound leads, initiating the prospecting process, qualifying leads across channels, and building the pipeline for sales. The sales strategy and a region’s strategy will guide the BDR on targeted outreach based on ideal client personas and hubs of opportunity. Based on sales priority, the BDR will identify prospective clients using databases as well as other sources and will nurture previously sourced leads from the company’s CRM. All prospects will be researched by the outbound BDA to gather key information prior to contact.

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Data Analyst – Remote/In-Office (Fairfield, CT)

Foundation Source is seeking a seasoned, energetic, and collaborative Data Analyst to join our team. This person will work very closely with internal department heads to develop and track key performance indicators in the business, including, but not limited to, marketing, corporate finance and operations. The Data Analyst will be responsible for verifying data accuracy as well as interpreting and delivering data trends to many different departments within the organization. This person will influence corporate strategy and change by being an informed and relied-upon team member. The Data Analyst is expected to maintain regular reports, identify opportunities via ad hoc analyses, and make recommendations for maximizing the efficiency of the company.

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Tax Accountant – Remote/In Office (Lake Success, NY)

We are seeking a tax accountant to be a key player in our Tax & Legal Affairs department. The position requires an ability to analyze financial information, interpret tax rules, and complete work with accuracy and in a timely fashion. Written and oral communication skills are important, as the job requires continual interaction within our close‐knit team, with clients, and at times with the IRS.

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C# – .Net Software Engineer – American Fork, UT

Foundation Source Philanthropic Inc., the leader in fully managed philanthropic services, is looking for a talented C# .Net Software Engineer to join our team located in American Fork Utah.

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