Client Operations Specialist

The Client Operations Specialist will provide administrative support to our client relationship managers (Private Client Advisors). The Specialist will be responsible for both daily and recurring administrative tasks that are both internal and client-facing, as well as one-time and cyclical projects on assignment. While this position is operationally and internally focused, the Specialist will regularly interact with high-net worth clients via email and phone.

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Philanthropic Director, Philanthropic Advisory Services

As a member of the Philanthropic Advisory Services (PAS) team, the Philanthropic Director (PD) is a Subject Matter Expert (SME) on grantmaking, foundation leadership, the philanthropic and nonprofit sectors, and board and family dynamics.

The PD will advise a range of Foundation Source Clients that vary in asset size, program interest, level of involvement, grantmaking approaches and advisory needs. The goal of providing advisory support is to enhance, strengthen and improve the philanthropic giving experience of Foundation Source Clients with expertise derived from years of hands-on experience in the sector.

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Legal Associate

Seeking a talented and driven attorney to join our exceptional Legal Services team. This is a collaborative and supportive working group and we are looking to add a dynamic and engaging colleague who is passionate about making a difference to our team.

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Marketing Manager

Foundation Source is the nation’s largest provider of management solutions for private foundations. We empower people and companies to create a better world with their philanthropy through a configurable suite of administrative, compliance, and advisory services complemented by purpose-built foundation management technology and private foundation experts.

We work in concert with financial advisors, legal and accounting professionals, consultants and family offices, as well as directly with individuals, families, and corporations to bring philanthropic visions to life. As we celebrate our 20th year of service, Foundation Source supports nearly 2,000 family, corporate, and professionally staffed foundations of all sizes and has enabled more than $7 billion in charitable grants.

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Private Client Advisor, Premier Services Team (PCA) – Fairfield, CT

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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End-User Support Specialist – Remote/Fairfield, CT

The End-User Support Specialist’s role is to provide quick diagnosis and resolution of end-users’ technical problems. This includes installing, diagnosing, repairing, and maintaining all PC hardware and software to ensure optimal performance of the desktop/laptop environment. The person will assist the end-user in resolving technical problems including printing, phone (office & mobile), network connectivity, malware, and assistance with Microsoft Office 365. This position requires: the ability to prioritize and handle multiple issues simultaneously; excellent customer service skills; ability to troubleshoot technical issues using remote control tools over the phone; and occasional work after normal office hours or on weekends, when required, to service infrastructure that cannot be serviced during normal office hours. The position is homed in our Fairfield, CT office, but may require periodic visits to our Long Island office to support users and systems there.

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Private Client Advisor – Remote/Fairfield, CT

Private Client Advisors (PCAs) on the regional Client Services teams are the relationship managers for 50-100 private foundations in a designated region of the United States and their board members, staff, financial advisors, and other trusted counselors. PCAs help clients to carry out their philanthropic goals and activities by engaging and facilitating Foundation Source’s full suite of resources.

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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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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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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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