
201 - 500 employees
💼 Consulting
⚖️ Legal
🛡️ Insurance
Consulting • Legal • Insurance
Foundation Source is the nation’s largest provider of foundation management services, dedicated to empowering individuals and companies to create a better world through philanthropy. The company offers a configurable suite of administrative, compliance, and advisory solutions tailored for private foundations. With a focus on innovative technology and philanthropic expertise, Foundation Source has supported over 2,000 unique foundations and facilitated more than $10 billion in charitable aid, maintaining a remarkable 98% client retention rate.
🔥 1 hour ago
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201 - 500 employees
💼 Consulting
⚖️ Legal
🛡️ Insurance
Consulting • Legal • Insurance
Foundation Source is the nation’s largest provider of foundation management services, dedicated to empowering individuals and companies to create a better world through philanthropy. The company offers a configurable suite of administrative, compliance, and advisory solutions tailored for private foundations. With a focus on innovative technology and philanthropic expertise, Foundation Source has supported over 2,000 unique foundations and facilitated more than $10 billion in charitable aid, maintaining a remarkable 98% client retention rate.
• Serve as a high-trust strategic partner to the President • Lead special projects from framing through implementation, including executive search coordination and organizational design initiatives • Conduct research, analysis, and synthesis to inform executive decision-making • Track organizational initiatives, deadlines, ownership, and risks • Prepare agendas, background materials, and briefing documents for leadership, board, and private equity meetings • Take meeting notes, track action items, and drive follow-through on commitments • Organize and prioritize the President’s inbox • Serve as a point of contact between the President, CEO as requested, leaders, teams, and external stakeholders • Build relationships with PE partners, board members, and business-line leaders • Support organizational change initiatives • Exercise independent judgment and discretion on personnel changes, M&A diligence, and compensation matters • Maintain accurate and organized records, files, and documentation • Anticipate needs and act without requiring direction • Own the President’s calendar, including scheduling, prioritization, and conflict resolution • Direct and support an Executive Assistant with travel logistics, expense reporting, and calendaring support • Contribute to executive- and board-level preparation
• 7+ years of experience as an Executive Business Partner, Chief of Staff, or senior Executive Assistant supporting a C-suite executive • Ability to operate as a strategic thought partner and synthesize information thoroughly • Exceptional written and verbal communication skills • Close attention to accuracy and detail • Strong analytical and organizational skills • Methodical, process-oriented approach to work • High degree of professionalism, discretion, and emotional intelligence • Experience handling sensitive personnel, financial, and ownership matters • Ability to anticipate needs and work independently with minimal direction • Dedicated home office or distraction-free workspace • Reliable high-speed internet connection • Ability to perform stated physical demands, including occasional lifting/moving up to 15 pounds • Strongly preferred: experience supporting a President or CEO • Strongly preferred: experience directing or coordinating an Executive Assistant or other support staff • Strongly preferred: exposure to executive, board, and private equity reporting cadences • Strongly preferred: experience contributing to organizational design or change management initiatives
• Fully remote work arrangement • Dedicated home office/workspace requirement to support productivity • Reasonable accommodations for individuals with disabilities • Equal employment opportunity
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