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.
Managing Director (Field Sales) – TX or FL/GA (one each)
Managing Directors are the outside sales force for the company and generate much of the company’s new clients and new revenue each year. New business is generated through self-sourced opportunities generated by the MD directly with foundation managers and wealthy individuals in the marketplace or through development of client advisor relationships with wealth managers, bankers, attorneys, accountants, and other centers of influence in the marketplace.
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.