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Head of Fiduciary Services & Relationship Support at Cozen O'Connor Careers
, , United States -
Full Time

Start Date

Immediate

Expiry Date

22 Jul, 26

Salary

0.0

Posted On

23 Apr, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Fiduciary services, Trust administration, Operational leadership, Process improvement, Strategic planning, Workflow management, Cross-functional collaboration, Financial operations, Analytical skills, Problem-solving, Entrepreneurial mindset, Team mentorship, Accountability structures, Client service, Compliance

Industry

Law Practice

Description
HomeBase is a growing services platform dedicated to supporting trustees, beneficiaries, and advisory professionals with high-quality, compliant, and operationally excellent trust administration services. We are building scalable systems, strong teams, and best-in-class processes to deliver exceptional client outcomes.   The Head of Fiduciary Services & Operations is responsible for leading, scaling, and enhancing HomeBase’s fiduciary support platform. This role owns both fiduciary service delivery and the operational infrastructure that supports it, providing strategic, operational, and process leadership across trust administration and core operational functions. This is a hands-on leadership role designed for a proactive, entrepreneurial operator who thrives in building structure, refining workflows, and expanding service capabilities. The role serves as a key integrator across attorneys, beneficiaries, accountants, financial advisors, and internal teams, driving operational excellence and innovation across HomeBase’s fiduciary service line.   This leader will operate within an EOS (Entrepreneurial Operating System) framework, utilizing metrics, scorecards, and accountability structures to drive performance and continuous improvement.
Responsibilities
The Head of Fiduciary Services & Operations is responsible for leading, scaling, and enhancing the company's fiduciary support platform. This role manages both service delivery and the operational infrastructure, serving as a key integrator across internal teams and external advisors.