Business Development Advisor – Inside Sales, 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 Business Development Advisor will be responsible for initiating and maintaining sales contacts with prospects generated through multiple marketing channels, the development of relationships with strategic partners, nurturing marketing generated leads, and focused targeted prospecting.  Business Development Advisors 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 definitely a plus, though not required.

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Associate Private Client Advisor – Fairfield, CT

The Associate Private Client Advisor (APCA) provides support to both a team of Private Client Advisors and an initial group of private foundation clients, assisting in guiding clients through all aspects of Foundation Source services. The APCA is responsible for assisting with the retention of the company’s clients by responding to client questions and requests and for engaging the full resources of the company in delivering superior customer service to our private foundation clients. An ideal candidate would have spent time providing high-level administrative and exceptional customer service support at a family foundation, financial services firm, or other similar experience.

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Tax Accountant – Lake Success, NY

We are seeking an 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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