Trust Advisor Jobs in Middleburg, VA

Manage daily cash management operations, enhancing liquidity and reporting accuracy while collaborating on strategic projects. Contribute to operational efficiency and protect company assets through e...

Join a team that's driving client relations excellence in the dynamic mergers and acquisitions landscape. Engage with high-profile clients and deliver critical insights across the deal life cycle whil...

Join our dynamic team to analyze and manage risk in multifamily loans, ensuring compliance and creating solutions. Collaborate with borrowers and property managers to drive asset performance and safeg...

Join a team that's pivotal in managing and evaluating a diverse commercial loan portfolio. Drive financial analysis, foster client relationships, and ensure compliance while mitigating risks to achiev...

The Senior Wealth Advisor at Savvy is responsible for developing and managing high net worth client relationships and portfolios while shaping the future of wealth management through technology. This...

Join a dynamic team where you'll lead enterprise data protection deployments and shape governance practices, driving significant influence in customer success while developing a robust framework for s...

Empower your legal expertise in ERISA by providing compliance services and consulting on employee benefit plans while collaborating with a dedicated team to enhance organizational processes and client...

Lead the charge in sales strategy and account management, driving growth and satisfaction across a dynamic territory. Collaborate with cross-functional teams to secure new business and enhance existin...

Lead the charge in establishing a robust data governance framework. Collaborate with cross-functional teams to ensure data integrity and compliance while fostering a culture of data stewardship that d...

Champion data governance by leading initiatives that ensure data accuracy and integrity. Collaborate with cross-functional teams to develop and implement policies, promoting a culture of stewardship w...

Transform our Partnerships vertical by leveraging data analytics to drive strategic growth. Collaborate with leaders to optimize product experiences and operational risk, guiding the analytical narrat...

Unlock the potential of M&A transactions as you review critical documents, ensuring clarity of obligations and terms. Collaborate with stakeholders to deliver precision in our proprietary database whi...

Engage with key stakeholders in the Private Equity sector, driving strategic relationships and business development initiatives that enhance value creation across portfolio companies through technolog...

Analyze employee benefits compliance risks, providing strategic advice and guidance to clients and internal teams on complex federal regulations like ERISA and ACA, while developing resources and tool...

Transform cybersecurity compliance by leading Zero Trust implementations and ensuring audit-ready authorization within diverse operational environments, supporting mission assurance and resilience in...

Transform Zero Trust compliance by leading authorization processes, ensuring cybersecurity alignment with DoW strategies, and maintaining audit readiness for data used in military operations across va...

Lead the Zero Trust compliance initiatives for a pivotal defense project, ensuring adherence to rigorous cybersecurity standards while supporting mission-critical systems across multiple classified en...

Reimagine consumer banking policy by leading strategic initiatives and engaging with regulators. Drive impactful public policy strategies to influence the regulatory landscape and enhance relationship...

Lead the delivery of ERISA compliance services for retirement plans, advising clients on regulatory matters, plan design, and fiduciary responsibilities while managing a dynamic Legal Team and support...

Transform real estate strategy by advising on land acquisition and development. Collaborate with cross-functional teams to finalize complex negotiations and ensure compliance across jurisdictions, dri...

Elevate Tribal energy and infrastructure initiatives by leading strategic projects and guiding multidisciplinary teams to enhance community outcomes and sustainability through expert advisory support...

Transform the education landscape by leading product initiatives, collaborating with engineers, and delivering innovative solutions to enhance client success and user experience through strategic road...

Lead the charge in comprehensive portfolio management, trading execution, and investment strategy development. Collaborate with Wealth Advisors to deliver tailored investment solutions while mentoring...

Accelerate business growth by generating new opportunities with home builders, fostering relationships, and positioning innovative CX solutions to enhance customer experiences and reputation managemen...

Empower businesses by delivering advanced tax and wealth strategies. Lead client meetings, providing personalized advice with the latest tech tools in a rapidly growing firm focused solely on advisory...