Chief Fiduciary Operations & Growth Leader

Cozen O'Connor; Oregon; Hybride; USD 180 000 - 220 000; Plein temps

Résumé du poste

Cozen O'Connor, a leading North American law firm, is seeking a Head of Fiduciary Services & Relationship Support for HomeBase's fiduciary platform. This hands-on leader will scale trust administration and related operations, partnering with attorneys, accountants, and financial advisors to deliver compliant, high-quality service.

The role emphasizes building teams, refining workflows, and expanding service capabilities within an EOS framework to drive performance and accountability across

Qualifications

• Proven leadership experience in fiduciary services or family office operations.
• Strong understanding of trust structures and fiduciary responsibilities.
• Experience managing workflows, controls, and process improvement.
• Ability to lead cross-functional teams with legal, tax, and financial professionals.
• Detail-oriented with analytical and organizational skills.
• Hands-on leadership in a dynamic growth environment.
• Entrepreneurial mindset with a focus on scaling processes.

Responsabilités

• Lead, mentor, and develop a team of Trust Administrators and Relationship Support professionals.
• Provide strategic oversight of fiduciary support services to attorneys serving trustees and beneficiaries.
• Own end-to-end operations across vendor management, invoicing, banking, and client reporting.
• Design scalable workflows and drive process improvements across fiduciary and operational functions.

Connaissances

Leadership

Fiduciary Services

Trust Administration

Team Development

Operational Leadership

Cross-functional Collaboration

Process Improvement

Entrepreneurial Mindset

Description du poste

Cozen O'Connor, a leading North American law firm, is seeking a Head of Fiduciary Services & Relationship Support for HomeBase's fiduciary platform. This hands-on leader will scale trust administration and related operations, partnering with attorneys, accountants, and financial advisors to deliver compliant, high-quality service.

The role emphasizes building teams, refining workflows, and expanding service capabilities within an EOS framework to drive performance and accountability across