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Investment Program Manager Jobs in Tennessee (NOW HIRING)

Oracle

Program Manager 5-ProdDev

Nashville, TN · On-site

The IC5 Lead Principal Technical Program Manager, Security, shapes and leads complex, cross ... and Investment Plan with company match 8. Paid time off: Flexible Vacation is provided to all ...

Oracle

Program Manager 5-ProdDev

Nashville, TN

The IC5 Lead Principal Technical Program Manager, Security, shapes and leads complex, cross ... and Investment Plan with company match 8. Paid time off: Flexible Vacation is provided to all ...

Oracle

Program Manager 4-ProdDev

Nashville, TN · On-site

Manages security programs and complex, cross-organizational initiatives impacting products ... Conducts assessments of costs, benefits, and return on investment to support risk-informed ...

Oracle

Program Manager 4-ProdDev

Nashville, TN

Manages security programs and complex, cross-organizational initiatives impacting products ... Conducts assessments of costs, benefits, and return on investment to support risk-informed ...

Oracle

Senior Principal Program Manager

Nashville, TN · On-site

$112K - $112K/yr

Join the Oracle Cloud Transformation & Delivery team as a Senior Principal Program Manager at our ... and Investment Plan with company match 8. Paid time off: Flexible Vacation is provided to all ...

SoftwareOne

Channel Sr. Program Manager

Nashville, TN · On-site

... software investments, modernize applications, and unlock the value of cloud, data, and AI. Our ... We are seeking a Senior Partner Program Manager to sit at the intersection of our Alliance and ...

Oracle

Principal Technical Program Manager

Nashville, TN · On-site

$124K - $161K/yr

Responsibilities We are specifically looking for an experienced Technical Program Manager with ... and alignment in the investment. Candidate Profile: * 6 years' experience developing and ...

SoftwareOne

Channel Sr. Program Manager

Nashville, TN · On-site

... software investments, modernize applications, and unlock the value of cloud, data, and AI. Our ... We are seeking a Senior Partner Program Manager to sit at the intersection of our Alliance and ...

Oracle

Principal Technical Program Manager

Nashville, TN · On-site

$124K - $161K/yr

Responsibilities We are specifically looking for an experienced Technical Program Manager with ... the investment. Candidate Profile: * 8+ years' experience developing and implementing strategy ...

Oracle

Program Manager 4-ProdDev

Nashville, TN · On-site

$124K - $151K/yr

Manages security programs and complex, cross-organizational initiatives impacting products ... Conducts assessments of costs, benefits, and return on investment to support risk-informed ...

Magna

Mgr, Program (Division)

Clinton, TN · On-site

We invest in our employees, providing them with the support and resources they need to succeed. As ... Housekeeping and other activities as assigned Qualifications : * 3-5 years Program Management ...

Magna

Mgr, Program (Division)

Clinton, TN · On-site

We invest in our employees, providing them with the support and resources they need to succeed. As ... Housekeeping and other activities as assigned Qualifications : * 3-5 years Program Management ...

Oracle

Program Manager 4-ProdDev

Nashville, TN

... and Investment Plan with company match 8. Paid time off: Flexible Vacation is provided to all ... Risk Management: Identify potential risks and develop mitigation strategies to minimize impact on ...

Oracle

Principal Technical Program Manager

Nashville, TN · On-site

$124K - $161K/yr

OCI is seeking a Principal Technical Program Manager to lead the strategy, governance, and ... and Investment Plan with company match 8. Paid time off: Flexible Vacation is provided to all ...

Oracle

Program Manager 4-ProdDev

Nashville, TN · On-site

... and Investment Plan with company match 8. Paid time off: Flexible Vacation is provided to all ... Risk Management: Identify potential risks and develop mitigation strategies to minimize impact on ...

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Investment Program Manager information

What does an Investment Program Manager do?

An Investment Program Manager oversees and coordinates investment portfolios or programs for organizations or clients. Their responsibilities include setting investment strategies, managing risks, analyzing market trends, and ensuring that investment goals are met. They often work closely with financial analysts, stakeholders, and other managers to optimize portfolio performance. This role requires strong analytical, leadership, and communication skills, as well as a deep understanding of financial markets and investment vehicles.

What are the key skills and qualifications needed to thrive as an Investment Program Manager, and why are they important?

To thrive as an Investment Program Manager, you need strong financial analysis, project management, and strategic planning skills, typically supported by a degree in finance, business, or economics. Familiarity with portfolio management software, financial modeling tools, and certifications such as CFA or PMP are commonly required. Exceptional communication, leadership, and stakeholder management skills help differentiate top performers in this role. These skills ensure effective oversight of investment initiatives, alignment with organizational goals, and successful collaboration with diverse teams and clients.

What is the difference between Investment Program Manager vs Investment Analyst?

AspectInvestment Program ManagerInvestment Analyst
Primary FocusOversees large investment programs, manages portfolios, and coordinates multiple projectsAnalyzes investment opportunities, conducts research, and provides recommendations
Required CredentialsTypically requires a bachelor's degree in finance, economics, or related field; certifications like CFA are commonUsually requires a bachelor's degree in finance, economics, or related field; CFA is also common
Work EnvironmentCorporate or institutional investment teams, often in financial services firmsFinancial analysis firms, investment banks, or asset management companies

Both roles often require similar educational backgrounds and certifications, but the Investment Program Manager focuses on managing entire investment programs and portfolios, while the Investment Analyst concentrates on analyzing specific investments and providing insights. The Program Manager has a broader strategic role, whereas the Analyst is more research-focused.

How does an Investment Program Manager typically collaborate with cross-functional teams within an organization?

Investment Program Managers frequently work alongside finance, operations, legal, and executive teams to ensure investment initiatives align with organizational goals. This collaboration often involves coordinating project timelines, communicating investment strategies, and ensuring compliance with internal controls and external regulations. Effective communication and stakeholder management are critical, as these managers must synthesize input from diverse teams to drive successful investment outcomes. Regular meetings, progress updates, and cross-departmental workshops are common practices in this role.
What are popular job titles related to Investment Program Manager jobs in Tennessee? For Investment Program Manager jobs in Tennessee, the most frequently searched job titles are:
What job categories do people searching Investment Program Manager jobs in Tennessee look for? The top searched job categories for Investment Program Manager jobs in Tennessee are:
What cities in Tennessee are hiring for Investment Program Manager jobs? Cities in Tennessee with the most Investment Program Manager job openings:
Investment Program Manager jobs near you
Infographic showing various Investment Program Manager job openings in Tennessee as of July 2026, with employment types broken down into 89% Full Time, 6% Part Time, 1% Temporary, and 4% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution.

Wealth Manager Assistant (Program Coordinator)

TEN Credit Union

Nashville, TN • On-site

Full-time

Medical, Dental, Vision, Retirement

Posted 9 days ago

Job description

Wealth Manager Assistant (Program Coordinator)
Location: Main Branch
Job Type: Full-Time (On-Site)
Schedule: Monday - Friday, 8:00AM - 5:00PM
Compensation: Depending On Experience
Join our dynamic Wealth Management Team in Nashville, TN
The Wealth Manager Assistant plays a vital role in supporting the VP of Wealth Management by ensuring the efficiency, accuracy, and productivity of the Wealth Management team. This position also serves TENCU members by supporting investment programs and related financial services with a strong focus on service excellence, compliance, and operational efficiency.
About TEN Credit Union
At TENCU, we believe in building a team that is guided by our core values of Member-Centric, Integrity, and Innovation. While we take our work seriously, we don't take ourselves too seriously.
We're a team of innovators driven by creativity, collaboration and, above all, the joy we find in what we do.
What You'll Do: With a dedication to a member centric approach
  • Promote and integrate the credit union's philosophy, values, and investment program consistently into daily work activities and member interactions.
  • Support the VP of Wealth Management (Financial Advisor) in a collaborative team environment by assisting with:
    • Beneficiary changes
    • Contributions and distributions
    • Online account setup
    • Roth conversions and Required Minimum Distributions (RMDs)
    • Trades, statement consolidation, appointment scheduling, and general account maintenance
  • Identify opportunities to recommend products and services that enhance members' financial well-being.
  • Assist with member and account requests.
  • Serve as a primary point of contact for member calls, addressing investment and insurance questions and service needs on behalf of the Financial Advisor.
  • Process investment and insurance paperwork through ClientWorks, including:
    • Running product illustrations for brokerage, annuity, and life insurance products
    • Following new accounts and business submissions through underwriting to completion
  • Review all documentation for accuracy and completeness prior to submission; follow up with members, representatives, or home offices to minimize Not-In-Good-Order (NIGO) submissions.
  • Follow team service standards and ensure timely follow-up with members and the Financial Advisor upon completion of transactions.
  • Prepare materials for member reviews and meetings by gathering performance reports from data aggregators, managed account platforms, and product providers; assist with fund performance research as needed.
  • Maintain accurate and up-to-date client records in Salesforce and communicate relevant updates to the Financial Advisor.
  • Ensure compliance with trade, new business, and advertising regulations at all times.
  • Assist members with share certificates, IRAs, money market accounts, and other savings products.

Other Duties and Responsibilities
  • Assist with training new employees and cross-training Accounting Department staff to ensure adequate backup coverage.
  • Provide accounting and operational support and information to management and other departments as requested.
  • Assist in researching and resolving general ledger outages or discrepancies.
  • Perform additional duties as assigned by management.

Benefits: What We Offer
We are proud to offer a comprehensive benefits package with competitive pay, employer-paid medical, dental, and vision insurance, a 401(k) Defined Contribution Plan with a generous 7% match, and eleven (11) paid holidays.
What We're Looking For
  • Minimum of one (1) year of investment or financial services experience required, preferably within a credit union or financial institution
  • Working knowledge of financial institution products, services, and records
  • Knowledge of brokerage and insurance products, including suitability and compliance considerations
  • Self-motivated with the ability to work independently and continuously improve processes
  • Understanding of banking, finance, money management, and cash flow concepts
  • Strong time-management skills with the ability to prioritize and manage multiple projects accurately and efficiently
  • Excellent analytical, organizational, and problem-solving skills
  • Exceptional verbal and written communication skills
  • Ability to build credibility and exercise sound judgment
  • Strong interpersonal skills with the ability to interact effectively with employees, members, vendors, and the public

Computer Skills
  • Proficiency in Microsoft Word and Excel
  • Strong core banking system skills
  • Proficient with internet and email applications

Interpersonal Skills
  • High level of professionalism, discretion, and diplomacy
  • Ability to handle sensitive and confidential information
  • Experience motivating, influencing, or training others
  • Ability to build and maintain strong relationships with external partners and vendors

Licenses and Certifications
  • NASD Series 65/66 required or willingness to obtain within a specified timeframe
  • Life, Health, and Disability Insurance License required
  • NASD Series 7 preferred

Education and Experience
  • Bachelor's degree required
  • Securities Industry Essentials (SIE) Exam preferred

Physical Demands
  • Ability to sit for extended periods; stand and walk as needed
  • Frequent use of hands for typing and handling documents
  • Occasional lifting or carrying of items up to 25 pounds (assistance required for heavier items)

Join a credit union that is dedicated to its people and its purpose.
TENCU is an Equal Opportunity Employer.
*This job opportunity is only open to local candidates in Tennessee*
No recruiters please

Apply