Marketing Coordinator – Fairfield, CT

We are seeking a highly motivated team player to join our small but mighty marketing department. This person will provide day-to-day operational support specifically to the Director of Demand Generation and other general direct support to both the Marketing and Sales Teams.

This role requires an individual who is detail oriented and excellent with both administrative/data oriented tasks as well as creative and excited about event planning. Strong interpersonal skills will be key to thriving in this role as you will work closely with and be a go between for both the marketing and sales departments.

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Client Services Support Specialist – Fairfield, CT

The Client Services Support Specialist provides administrative support to the Premier Services team of Foundation Source’s Client Services department. S/he supports a team of nine (and growing), presently including one Senior Director, three Directors, one senior Private Client Advisor (PCA), two Associate PCAs, and our Senior Operations Specialist. The Premier Services team focuses on approximately 70 of Foundation Source’s highest revenue generating clients and their board members, staff, financial advisors, and other trusted counselors.

The Client Services Support Specialist will be the key to a smoothly running team, and will handle daily and recurring administrative tasks, as well as one-time and cyclical projects on assignment.

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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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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.

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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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