Foundation Source / Contact Us / Careers
A career with Foundation Source is a career helping donors be more efficient and effective in their giving.
The following positions are currently open at Foundation Source.
Please email cover letter and resume to:
Client Service Associate – Fairfield, CT
The Client Service Associate is responsible for providing support to a defined group of high-net-worth clients, and assisting in delivering ongoing private foundation support and services. The Client Service Associate works directly with a team to establish and maintain personal contact with clients by responding to requests for information, anticipating and customizing services to meet client needs, overseeing and executing day-to-day administrative tasks, and providing superior services and support to clients and their trusted advisors.
Documentation Specialist – Fairfield, CT
The Document Specialist plays a critical role in ensuring that the Company has obtained accurate and up-to-date records of our clients’ board resolutions, governing policies and financial assets.
Philanthropic Director – West Coast
Serve as an expert regional resource to Foundation Source clients, advising them on all aspects of their philanthropy, to help them consider options, organize and manage their charitable activities, and ultimately, achieve greater focus, impact and reward from their foundation’s activity.
Business Development Advisor – Fairfield CT
Essential Function: Outbound calling to prospective clients to identify and distribute qualified sales leads for prompt action.
Managing Directors (2) – California and Midwest
Managing Directors (MDs) 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 the development of client advisor relationships with wealth managers, bankers, attorneys, accountants, and other centers of influence. In addition, Foundation Source maintains and develops a growing number of institutional partnerships with financial services firms, banks, brokerage houses, private banks, trust companies, wealth management firms, family offices, and other service providers. MDs leverage these partnerships for access to client advisors for the development and cultivation of new Foundation Source client relationships. The MD is part of a team of Managing Directors, Philanthropic Directors and Inside Sales team members who provide business development coverage to regions across the US. The position reports to the company CEO or to the national head of sales.