8 strategic advisor jobs at 7 companies in Dublin, CA
3w
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Marketing Advisor
Los Gatos, California, United States
$75k-$80k/yr OnsiteFull Time
2+ YOE2-5 years marketing experience, strong communication and project management, strategic marketing planning across channels, proficiency with Adobe Creative Suite/InDesign, real estate experience preferred.
Adobe Creative Suite, InDesign
2mo
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Senior Portfolio Advisor
Beverly Hills or San Francisco
$170k-$300k/yr HybridFull Time
10+ YOE10+ years experience in investment strategy and multi-asset portfolio construction; strong communication, strategic thinking, and collaboration skills; US securities exams (S7 & S66; SIE prerequisite); Bachelor’s required, Master’s preferred.
6d
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Associate Wealth Advisor
Menlo Park or Walnut Creek
$110k-$125k/yr HybridFull Time
4+ YOEBachelor's degree, Series 65 or equivalent, and 4+ years of financial services experience. Requires financial analysis, modeling, strategic planning, investment, tax, estate, and risk management expertise.
CRM, custodian websites
1w
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Senior Advisor Programs Manager
Concord, California, United States
$105k-$120k/yr HybridFull Time
Bachelor's degree and significant program management experience; strong strategic, analytical, and communication skills; proficient with Salesforce, Slack, and Microsoft Office; copywriting and design familiarity; ability to work hybrid and attend up to 10 events/year.
Salesforce, Slack, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
1mo
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Vice President, Field Director - Integrated Firm Field Engagement Team (IFET)
New York City or San Francisco
$120k-$210k/yr OnsiteFull Time
Wealth Management and field/advisor engagement experience, Series 7 and 63 (or equivalent), strategic and collaborative with strong execution, ~25% travel.
1w
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Managing Director, Advisory Leadership Team
Menlo Park, California, United States
$275k-$350k/yr HybridFull Time
12+ YOEBachelor's degree and 12+ years in wealth management, financial services, or related fields. Requires leadership, advisor coaching, strategic initiatives, analytics, business planning, and organizational transformation experience.
Objectives and Key Results (OKRs)
3w
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Communications Director
San Francisco, California, United States
$170k-$215k/yr OnsiteFull Time
10+ YOE10+ years communications experience building a comms function at high-growth, regulated or partnership-dependent companies; agency management, media strategy, crisis and internal communications; strategic advisor to leadership.
3w
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Technology Business Management Specialist, Principal
Oakland or California or Long Beach or El Dorado Hills or San Diego or Woodland Hills
$168k-$252k/yr HybridFull Time
10+ YOEBachelor's or equivalent, 10+ years relevant experience; executive communication, program/project management, finance and workforce planning acumen; experience as chief of staff or strategic advisor; operating model and governance experience.