Head of Fiduciary Services – Operations

Cozen O'Connor

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

Posted 11/3/2026full-timeRemote • Pennsylvania • United StatesLead💰 $180,000 - $220,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in fiduciary services and trust administration, with a strong focus on operational workflows, process improvement, and team leadership. Proven ability to collaborate with legal and financial professionals while maintaining high standards of accuracy and client service.

Highest-signal resume keywords

Leadership Experience In Fiduciary ServicesTrust AdministrationOperational Workflows ManagementProcess Improvement InitiativesCross-Functional Team Leadership

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Trust StructuresFiduciary ResponsibilitiesFinancial OperationsPerformance MonitoringWorkflow DesignCompliance ReviewBeneficiary Distribution CalculationClient ReportingAudit ReadinessOperational Consistency

Soft Skills

Analytical SkillsOrganizational SkillsProblem-Solving SkillsDetail-OrientedMentoring

Tools & Technologies

KPI ToolsScorecardsEOS Tools

Industry Keywords

Fiduciary ServicesTrust AdministrationFamily Office OperationsVendor ManagementCompliance

About the role

Key responsibilities & impact

Lead, mentor, and develop a team of Trust Administrators and Relationship Support professionals
Establish performance expectations, accountability standards, and service benchmarks
Design and refine workflows to improve efficiency, scalability, and service quality
Foster ownership, accountability, problem-solving, and continuous improvement
Provide strategic oversight of fiduciary support services for attorneys serving as trustees and individual trustees
Oversee administration of complex trust structures, including high-value and sophisticated investment portfolios
Coordinate fiduciary income tax and return processing
Review brokerage and custody statements for compliance and accuracy
Monitor distributions and approval workflows
Calculate beneficiary distributions
Coordinate annual trustee and advisor reviews
Maintain fiduciary records and documentation
Partner with attorneys, accountants, and financial advisors on compliant trust administration
Lead end-to-end operations across vendor management, invoicing, banking, and client reporting
Oversee vendor lifecycle, invoice processing, payments, and internal controls
Manage bank accounts, user entitlements, and system access controls
Oversee client reporting and account reconciliations
Maintain internal controls, audit readiness, and operational consistency
Coordinate with Relationship Managers, Administrators, LPAs, Attorneys, and banking partners
Use KPIs, scorecards, and EOS tools to monitor performance and accountability
Identify operational gaps and improvement opportunities
Design, standardize, and scale workflows, controls, and documentation
Lead process improvements and support system enhancements and new technology adoption
Help develop and expand HomeBase’s fiduciary service offerings

Requirements

What you’ll need

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

Benefits

Comp & perks

Equal Opportunity Employer, including disabled and veterans
Applicants returning to the workforce are encouraged to apply
Gaps in experience are not penalized