Head of Fiduciary Services & Operations

HomeBase is a growing services platform dedicated to supporting trustees, beneficiaries, and family entities with high-quality, compliant, and operationally excellent trust administration services. We are building strong teams and best-in-class processes to deliver exceptional client outcomes.

The Head of Fiduciary Services & Relationship Support is responsible for leading, scaling, and enhancing HomeBase’s fiduciary support platform. This role owns both fiduciary service delivery and the operational infrastructure supporting it, providing strategic, operational, and process leadership across trust administration and core operations.

This is a hands-on leadership role designed for a proactive, entrepreneurial operator who thrives on building teams, refining workflows, and expanding service capabilities. The role serves as a key integrator across attorneys, accountants, financial advisors, and internal teams, driving operational excellence and innovation within the fiduciary service line.

This leader will operate within an EOS (Entrepreneurial Operating System) framework, utilizing scorecards and accountability structures to drive performance and continuous improvement.

Responsibilities

Leadership & Team Development

• Lead, mentor, and develop a team of Trust Administrators and Relationship Support professionals. 

• Establish clear performance expectations, accountability standards, and service benchmarks.

• Design and refine team workflows to improve efficiency, scalability, and service quality across fiduciary services and operations.

• Foster a culture of ownership, accountability, problem-solving, and continuous improvement.

Fiduciary Services & Trust Administration Oversight

• Provide strategic oversight of fiduciary support services delivered to attorneys serving as trustees and individual trustees.

• Oversee administration of complex trust structures, including high-value and sophisticated investment portfolios.

• Ensure accuracy, compliance, and consistency across all fiduciary activities, including:

  • Fiduciary income tax coordination and return processing

  • Review of brokerage and custody statements for compliance and accuracy

  • Distribution monitoring and approval workflows

  • Beneficiary distribution calculations

  • Coordination of annual trustee and advisor reviews

  • Maintenance of fiduciary records and documentation

• Partner with attorneys, accountants, and financial advisors to ensure compliant and consistent trust administration.

Operational Leadership & Client Operations

• Own and drive accountability for end-to-end operations across vendor management, invoicing, banking, and client reporting.

• Oversee vendor lifecycle, invoice processing, payments, and related internal controls to ensure accuracy and compliance.

• Ensure proper setup and management of bank accounts, user entitlements, and system access controls.

• Oversee preparation, accuracy, and timely delivery of client reporting and account reconciliations.

• Maintain strong internal controls, audit readiness, and operational consistency.

• Drive cross-functional coordination with Relationship Managers, Administrators, LPAs, Attorneys, and banking partners.

• Utilize KPIs, scorecards, and EOS tools to monitor performance and ensure accountability.

Process Design & Business Line Development

• Identify operational gaps, inefficiencies, and opportunities for improvement.

• Design, standardize, and scale workflows, controls, and documentation across fiduciary services and operations.

• Lead implementation of process improvements across fiduciary and operational functions.

• Support system enhancements and adoption of new technologies.

• Contribute to the development and expansion of HomeBase’s fiduciary service offerings for trustees, beneficiaries, and family entities.

Qualifications

• Proven leadership experience in fiduciary services, trust administration, or family office operations.

• Strong understanding of trust structures, fiduciary responsibilities, and financial operations.

• Experience managing operational workflows, controls, and process improvement initiatives.

• Ability to lead cross-functional teams and collaborate with legal, tax, and financial professionals.

• Detail-oriented with strong analytical, organizational, and problem-solving skills.

• Comfortable operating in a dynamic, evolving environment with a hands-on leadership approach.

• Entrepreneurial mindset with a focus on building and scaling processes.

• Strong leadership presence with the ability to mentor and develop talent.

• Demonstrated ownership mindset with a track record of driving outcomes.

• Commitment to accuracy, client service, and operational excellence.

The salary range for this role is $180,000 - $220,000 and represents the Firm's good faith and reasonable estimate of the range of possible compensation at the time of posting. Actual compensation will be dependent upon a number of factors, including but not limited to, the candidate's relevant experience, qualifications and location. 

About UsKnown for its commitment to action and tangible results, Cozen O'Connor has rapidly grown to become one of North America's fastest-growing law firms. Offering full-service expertise in litigation, business law, and government relations, the firm serves a diverse clientele, including global Fortune 500 companies, growing middle-market firms, startups, and high-profile individuals. Established in 1970, Cozen O’Connor has more than 1,000 attorneys who help clients manage risk and make better business decisions. The firm counsels clients on their most sophisticated legal matters in all areas of the law, including litigation, corporate, and regulatory law. Representing a broad array of leading global corporations and middle market companies, Cozen O’Connor services its clients’ needs through 35 offices across two continents. The firm is consistently ranked among the top 100 law firms in America and has received recognition from prestigious legal and business organizations such as Chambers & Partners, The American Lawyer, The Legal 500, and Best Lawyers. Cozen O'Connor is dedicated to excellence and strives to achieve the right results for its clients, no matter how complex or critical the legal challenges may be.

Cozen O’Connor is committed to fostering greater inclusion in the legal profession. We understand the organizational effectiveness that comes from welcoming and valuing differences within the firm, and we know that assembling a team with a breadth of perspectives and experience is necessary to provide the highest quality legal service. We encourage candidates to apply and join us in this effort.

Cozen O’Connor is an Equal Opportunity Employer, including disabled and veterans.