8 strategic advisor jobs at 8 companies in Fairfield, CA
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Strategic Operations Advisor
Yolo County, California, United States
$7k-$9k/moHybridFull Time
State Controller's Office: California's fiscal controller managing state financial operations and assets.
Provide strategic and operational support through research, analysis, project management, process improvement, executive reporting, performance metrics, and stakeholder collaboration.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Microsoft Teams, Microsoft SharePoint
Effective School Solutions: Provides mental health and behavioral support programs for schools.
Master's in Education or Educational Leadership required; demonstrated K–12 or nonprofit strategic planning/operations experience; valid driver's license and reliable transportation; proficiency with Microsoft 365 and Zoom.
CitiNYSE: C: Global diversified financial services holding.
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.
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.
AssetMark: Provides wealth management technology and investment solutions for advisors.
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
Vice President, Field Director - Integrated Firm Field Engagement Team (IFET)
New York City or San Francisco
$120k-$210k/yrOnsiteFull Time
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
Wealth Management and field/advisor engagement experience, Series 7 and 63 (or equivalent), strategic and collaborative with strong execution, ~25% travel.
Atoms: Building specialized industrial robots and physical AI systems.
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.
Technology Business Management Specialist, Principal
Oakland or California or Long Beach or El Dorado Hills or San Diego or Woodland Hills
$168k-$252k/yrHybridFull Time
Ascendiun: Nonprofit parent overseeing health insurance and clinical service organizations.
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.