Foundation Accounting Advisor – Fairfield, CT

We are searching for a key player in our Foundation Accounting department. The person in this role will be responsible for providing high level support in all areas of foundation accounting and will require interfacing directly with clients regarding the myriad issues that pertain to their taxes and financials.

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Head of Strategic Alliances – Fairfield, CT or NYC

At Foundation Source, the Head of Strategic Alliances (HSA) plays a fundamental role in achieving our customer acquisition and annual revenue growth objectives. He/she is expected to lead all Strategic Alliances relationships, work with senior level contacts and be responsible to build and maximize those relationships. He/she must seek out, develop and implement new Strategic Alliances nationally and regionally and therefore must be comfortable making in-person (high level) formal meetings with institutional prospects and channel partners. The purpose of these meetings is to generate interest, qualify prospects, and collaborate with team members across the firm in order to deepen existing strategic partnerships, bring on new strategic and institutional clients and drive RRR (run rate revenue).

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Director of Strategic Alliances – Fairfield, CT

The Director of Strategic Alliances help will build and extend the company brand in all major markets and strategic alliance channels by working with the Head of Strategic Alliances to establish Foundation Source as the definitive source for all private foundation advice, education, thought leadership and services. The target markets include: wealth management firms, family offices, banks, trust and estate professionals, law firms and other agreed upon strategic alliance clients and prospects.

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Director of Business Development: N. Central, S. Central, Southeast – Fairfield, CT

We are seeking three dynamic and self-motivated individuals to become Directors on our sales team. The ideal candidate will be a strong team player with professional and confident face-to-face interpersonal skills as well as excellent phone skills. Candidates should be comfortable managing the entire sales process from initial outreach through contract negotiations. This includes creating sales opportunities by diligently prospecting into target accounts and effectively following up on marketing generated sales leads. They will be required to travel to their geography 2 times a month. As such, these individuals will need to be highly efficient and effective at managing their pipelines. They will be responsible for a revenue goal and will have all the resources at home office available to them to achieve those results.

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Sales Engineer / Analyst and Business Development Advisor – Fairfield, CT

We are seeking a hands-on team player to work with our sales team. The ideal candidate will be a strong collaborator with professional and confident interpersonal skills as well as excellent phone and presentation skills. This individual will be working within a team and also be responsible for independent project work. The person in this role will need to be comfortable and well-versed in providing customized online demos, webinars and in-depth competitive research. He/she will need to be competent on all current sales tools, which include: Foundation Source Online, Requests, Results, iWave, Foundation Search and Salesforce (including Salesvue plans). He/she will conduct competitive research and keep information and Salesforce (our CRM tool) up-to-date.

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Marketing Operations Specialist / Eloqua Operations Specialist / Email Marketing Specialist – Fairfield, CT

Overview / Job Description:

  • To build, execute and manage all email marketing campaigns using Eloqua.
  • To support the development and implementation of processes, tools, metrics, initiatives, and technology that support and improve the operations of the Marketing function.
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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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Agile Business Analyst – Fairfield, CT

The Agile Business Analyst will provide the analysis, documentation and management of business requirements throughout the project life cycle and ensure that requirements are fully understood by the technical team while solutions are designed and implemented.

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Tax Support Associate – Lake Success, NY

We are looking for a detail oriented multi-tasker who will provide tax support to our tax accountants and assist in all areas of administration as needed across the Tax & Legal department at Foundation Source. This person should be a quick learner who works well with a team, as well as independently. The ideal candidate is highly motivated, takes initiative, and has the ability to work under pressure and meet tight deadlines in a fast paced environment.

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Private Client Advisor, Premier Group – Fairfield, CT

Senior members of the Premier Group 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 activities by engaging and facilitating Foundation Source’s full suite of resources.

The Private Client Advisor, Premier Group (PCA), reporting to a Director or to the Deputy National Director of Client Services, provides secondary support to a defined group of such clients.

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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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Administrative Coordinator, Contracts & Projects Team – Lake Success, NY

Works with Chief Administrative Officer and Director of Contract Administration in the following areas: pricing, proposals and contracts, sales support, and special projects as needed.

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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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