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Remote Trust Officer Jobs in Virginia (NOW HIRING)

Major Gifts Officer (Remote)

Arlington, VA · On-site +1

$83K - $107K/yr

Position Summary Primary Duty The Major Gifts Officer (internally titled Development Advisor) is a ... Strong written and verbal communication skills, with demonstrated ability to build trust and ...

... possibly remote for the right resource) with travel for specific projects as needed. An ideal ... trust, and mutual respect * The opportunity to innovate and do work that motivates and engages you

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Remote Trust Officer information

What is a remote trust officer?

A Remote Trust Officer is a financial professional responsible for managing and administering trust accounts for clients while working remotely. They ensure trusts comply with legal and fiduciary standards, oversee asset management, and communicate with beneficiaries and other stakeholders. This role requires expertise in trust laws, investment principles, and estate planning. Strong analytical skills, attention to detail, and the ability to work independently are essential for success in this position.

What does a remote trust officer do?

A typical day for a Remote Trust Officer involves reviewing trust documents, managing client accounts, coordinating distributions, and ensuring regulatory compliance, all while working from a secure remote environment. Collaboration takes place primarily through digital platforms—such as secure email, video conferencing, and specialized trust management software—allowing seamless communication with attorneys, financial advisors, and internal team members. Regular virtual meetings and detailed documentation are key to staying aligned and addressing client needs as a team. This setup allows for flexibility, but strong self-motivation and proactive communication are essential for maintaining service quality and regulatory adherence.

What are the key skills and qualifications needed to thrive in the remote trust officer position, and why are they important?

A Remote Trust Officer should have a strong background in fiduciary services, estate planning, and financial regulations, often supported by a bachelor’s degree in finance, law, or a related field. Familiarity with trust accounting platforms, secure document management systems, and relevant certifications such as CFP or CTFA are commonly expected. Excellent organizational skills, attention to detail, and the ability to communicate complex information clearly are crucial soft skills. These capabilities ensure effective management of trust accounts, compliance with legal standards, and high-quality service to clients in a remote setting.

What are the most commonly searched types of Trust Officer jobs in Virginia?

The most popular types of Trust Officer jobs in Virginia are:

What cities in Virginia are hiring for Remote Trust Officer jobs?

Cities in Virginia with the most Remote Trust Officer job openings:

Infographic showing various Remote Trust Officer job openings in Virginia as of August 2026, with employment types broken down into 94% Full Time, 3% Part Time, and 3% Contract. Highlights an 100% Remote job distribution.

Major Gifts Officer (Remote)

ihs

Arlington, VA • On-site, Remote

$83K - $107K/yr

Full-time

Posted 5 days ago


Job description

Position Summary

Primary Duty

The Major Gifts Officer (internally titled Development Advisor) is a front-line fundraiser responsible for qualifying, cultivating, soliciting, and stewarding a portfolio of major-gift donors and prospects capable of five- and six-figure commitments. Reporting to the Managing Director of Development and Communications, this role leads the full gift cycle for a defined portfolio within the Intellectual Builders donor community and the corporate giving segment, balancing sustained management of active relationships with active qualification and development of new prospects. Core areas of ownership include portfolio and moves management, major-gift solicitation and closing, corporate relationship development, and accurate maintenance of the portfolio's pipeline data.

Essential Duties & Responsibilities

Portfolio Management & Donor Engagement

  • Manages a portfolio of 100–150 major-gift prospects and donors, with primary accountability for qualification, cultivation, solicitation, and stewardship across the full gift cycle for five- and six-figure commitments.
  • Develops and implements individualized cultivation and solicitation plans for each relationship, aligned with donor interests and IHS programmatic priorities.
  • Builds and manages a personal solicitation calendar, conducting donor visits, presenting funding opportunities, and closing five- and six-figure gifts and multi-year commitments.
  • Participates in the moves management program and portfolio review cadence maintained across the development team.

Prospect Development

  • Identifies and qualifies new prospects and initiates relationships from first contact, including a substantial volume of direct, cold outreach to prospects not yet active in the portfolio.
  • Owns relationship development within the Intellectual Builders donor community and establishes sustained staff ownership of the corporate giving segment as a dedicated internal portfolio.

Cross-Functional Coordination & Executive Engagement

  • Coordinates with Development Operations on pipeline data, projections, gift processing, and acknowledgments; with Portfolio Management on moves strategy and executive engagement requests; and with the Foundations team where individual or corporate relationships intersect institutional funders. Partners with Communications & Marketing on donor-facing proposals and cases for support.
  • Engages executive leadership, program scholars, and Programs staff for high-level donor relationships, intellectual content, site visits, and key commitments in accordance with established engagement criteria, retaining ownership of relationships and decisions below that threshold.

Portfolio Administration & Reporting

  • Creates and maintains accurate, current records of all portfolio activity in Salesforce, including opportunities, contact reports, cultivation status, and solicitation plans, with independent ownership of the officer's own records.
  • Supports pipeline planning and gift forecasting through timely documentation and portfolio review participation.

Supervisory Responsibilities

This role has no supervisory responsibilities.

Required Qualifications

  • 3+ years of front-line fundraising experience across the donor gift cycle, including a record of closing five-figure and, ideally, six-figure commitments.
  • Strong written and verbal communication skills, with demonstrated ability to build trust and sustain professional relationships with donors and prospects.
  • Substantive familiarity with the policy, economic, and intellectual interests relevant to IHS's donor community.
  • Demonstrated ability to qualify prospects and initiate donor relationships from first contact, including sustained cold outreach.
  • Experience with CRM platforms (Salesforce), including independent creation and maintenance of the officer's own opportunities, activities, and contact reports.
  • Strong organizational skills and demonstrated ability to independently manage a complex, multi-stage national portfolio with consistent follow-through.

Preferred Qualifications

  • Experience in corporate or institutional giving, including developing an under-built giving segment.
  • Knowledge of and appreciation for the classical liberal tradition.
  • Experience fundraising within a think tank, university, or policy-oriented nonprofit.

Working Conditions

Travel

IHS operates remotely; this role requires approximately 2-3 weeks per year of travel for organization-wide staff gatherings and on-site collaboration.

In addition, this role includes donor-related travel of approximately 30–40% to support donor and prospect visits, cultivation events, and institutional engagement activities.

Schedule / Hours

Full-time, Monday – Friday, 9:00a.m. – 5:00p.m. ET.

Physical Requirements / Work Environment

This role is primarily a sedentary, office/remote role. Essential physical functions include prolonged periods working at a computer, frequent use of a keyboard and screen, and the ability to communicate and exchange information verbally and in writing. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

During in-person programs and events, this role also requires standing and walking for extended periods and occasionally lifting, carrying, or moving materials of up to 20 pounds (e.g., event supplies and setup).