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

We are seeking a dynamic and self-motivated individual to become a 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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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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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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