Trust Advisor Jobs in Middleburg, VA

Lead the accounting and financial reporting functions within a growing healthcare organization. Drive integrity across multiple entities, ensure compliance, and strategize cash management while suppor...

Transform the M&A landscape by leading strategic acquisitions, driving integration, and fostering relationships that enhance growth and value creation in a dynamic, private equity-backed environment...

Help us develop and implement comprehensive tax, estate, and financial planning strategies for clients, focusing on acquiring new clients and deepening existing relationships within a collaborative te...

Empower client financial success by developing, consulting on, and implementing comprehensive tax, estate, and financial strategies. Build and deepen relationships to grow asset management while enhan...

Collaborate with Audit and Technology teams to architect advanced analytics solutions that enhance risk measurement and decision-making through data-driven insights and AI methodologies, ensuring comp...

Unlock the potential of data science and AI as you mentor teams, build collaborative platforms, and drive innovative analytics solutions that enhance risk assessment and decision-making across the org...

Engineer scalable data pipelines and models, enhancing analytics and AI capabilities. Collaborate with cross-functional teams to ensure reliable, accessible data for strategic initiatives while optimi...

Lead vital contract negotiations and improve processes while fostering collaborative relationships across teams. Utilize your expertise to navigate complex agreements effectively and ensure compliance...

Lead the charge in managing and optimizing captive insurance operations, ensuring compliance and strategic performance for a diverse client portfolio. Collaborate with stakeholders to provide expert g...

Lead the accounting team, managing daily financial operations and compliance. Drive improvements in accounting processes while ensuring integrity and accuracy in financial reporting to support organiz...

Advance valuation strategies by leading a team of appraisers focused on complex institutional properties, ensuring timely, accurate reporting and insights for financial decision-making across diverse...

Unlock your potential in a pivotal role influencing higher education decision-making. Collaborate with senior leaders to drive strategic advancements and foster impactful insights, all while enjoying...

Drive your career with an established firm as you lead sales and build relationships with financial intermediaries in a defined territory, supporting the growth of investment products and achieving bu...

Champion corporate governance and legal excellence in a mission-driven team, advising Board members and senior staff on governance matters, managing elections, and supporting contracts to enhance orga...

Grow your career with a role focused on tax and estate planning strategies, providing expert financial advice that empowers clients across the wealth continuum and fosters strategic partnerships withi...

Drive operational excellence as you lead billing and collections activities in a TPA environment. Partner across functions to minimize revenue leakage and enhance client experience while overseeing te...

Champion the optimization of servicing operations by driving technology and transaction management enhancements. Collaborate with cross-functional teams to streamline data processes and improve client...

Champion legal operations by managing contracts, compliance, and corporate governance while enhancing process efficiency. Collaborate across functions to deliver streamlined support for legal function...

Empower our legal strategy by owning the litigation portfolio, managing disputes and regulatory inquiries. Collaborate cross-functionally to translate legal risks into actionable guidance while buildi...

Lead the charge in federal project management, ensuring effective media monitoring and multimedia production while coordinating with clients, managing risks, and delivering high-quality results under...

The Solutions Advisor II will be responsible for presenting and demonstrating Solera's software solutions to prospective and current clients within the automotive industry. This role involves collabor...

Join a team that's driving innovation in Transaction Services. You'll lead engagement teams, manage client relationships, and coach staff, all while delivering top-notch service in a fast-paced enviro...

Take ownership of driving new ARR growth through strategic sales plans targeting RIAs, Private Banks, and Family Offices. Leverage your experience in software sales within the finance industry to exce...

Unlock potential by driving multifamily LIHTC investment engagements, enhancing relationships with syndicators, and supporting investment assessments under senior guidance. Contribute to a dynamic tea...

Empower client success by establishing strategic relationships with 20-40 accounts. Drive growth through data insights, strategic planning, and collaboration with internal teams to meet revenue target...