Head of Fiduciary Services & Operations
About this role
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.
Originally posted on Himalayas
