Head of Marketing – Fairfield, CT

We are seeking an individual to head up Foundation Source’s marketing department. This individual will oversee the everyday tasks and responsibilities of a five-person marketing team, while assuming a leadership role in pursuit of the company’s strategic objectives.

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Sales Specialist – Fairfield, CT

We are seeking an experienced, dynamic, and highly motivated individual to join our inside sales team. The role requires a person with professional and confident phone skills who is both a self-starter and a strong team player. The Sales Specialist will be responsible for initiating and maintaining sales contacts with prospects generated through multiple marketing channels, the development of relationships with channel partners, nurturing all generated leads, and passing along leads to the Business Development Advisors. The Sales Specialist will work in conjunction with field sales partners in the pursuit of new business. The ideal candidate is a sales professional with a true, “hunter”, mentality, who is savvy and adept at building relationships with key contacts at centers of influence. Experience in financial services is a plus, though not required.

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Philanthropic Director – Central US

The Philanthropic Director, (PD Central Region), will be based in the Central USA region and will serve as a philanthropic adviser consultant to clients who reside in the central U.S., from Minnesota to Texas. The PD will allocate the majority of his/her time to directly supporting Foundation Source’s foundation clients. This support includes travel for periodic visits, facilitating family or board meetings, assisting with the foundation’s mission or strategy, or connecting clients to resources in their areas of interest. The remainder of the PD’s time is dedicated to supporting the business development needs of in-region Sales Team.

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Private Client Advisor, Regional – 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.

Newly hired Private Client Advisors provide support to a designated group of such clients as well as collaborate with more seasoned PCAs to support their clients.

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Tax Accountant – 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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Legal Associate – Lake Success, NY

Serve as part of a team of legal experts to provide the core services every foundation needs in order to run compliantly.

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