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Program Portfolio Manager Jobs in Tennessee (NOW HIRING)

THE ROLE The Portfolio Manager has dual and integrated responsibilities within Truxton Wealth services: constructing and modifying the Truxton investment program and delivering thoughtful client ...

Description JOB FUNCTION/SUMMARY The Portfolio Manager (PM) is responsible for underwriting and ... Program. QUALIFICATIONS/EXPERIENCE * Education: Bachelor's degree in finance or related field.

JOB FUNCTION/SUMMARY The Portfolio Manager (PM) is responsible for underwriting and actively ... Program. QUALIFICATIONS/EXPERIENCE * Education: Bachelor's degree in finance or related field.

Responsibilities include management of fixed income investment portfolios for clients. Based on a ... Mentor program • 401(k) with 6% match • More -- FirstHorizon.com/First-Horizon-National ...

Responsibilities include management of fixed income investment portfolios for clients. Based on a ... Mentor program • 401(k) with 6% match • More -- FirstHorizon.com/First-Horizon-National ...

Responsibilities include management of fixed income investment portfolios for clients. Based on a ... Mentor program • 401(k) with 6% match • More -- FirstHorizon.com/First-Horizon-National ...

Client PM Portfolio Mgr, Sr

Nashville, TN · On-site

$81.70K - $165.10K/yr

In return, we offer competitive compensation with our salary and incentive program, in addition to ... Senior Portfolio Manager takes into consideration the sensitivity due to the nature of the ...

Responsible for the planning and on boarding of project process and small programs * Maintains and communicates overall portfolio of IT projects including financial management and resources to track ...

Responsible for the planning and on boarding of project process and small programs * Maintains and communicates overall portfolio of IT projects including financial management and resources to track ...

To support our growth, we're seeking a dynamic Category Manager, Technology Portfolio . Reporting ... Employee Assistance Program to support your wellbeing and mental health * $1500 annual stipend for ...

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Program Portfolio Manager information

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

To thrive as a Program Portfolio Manager, you need expertise in program management, strategic planning, and resource allocation, often supported by a bachelor's degree and certifications like PMP or PgMP. Familiarity with project management tools (such as Microsoft Project, Jira, or Smartsheet) and portfolio management systems is typically required. Strong leadership, stakeholder management, and communication skills help you drive alignment and resolve conflicts across diverse teams. These skills ensure effective prioritization, risk mitigation, and the successful delivery of organizational goals across multiple projects.

How does a Program Portfolio Manager typically collaborate with project managers and executive leadership?

A Program Portfolio Manager acts as a bridge between project managers and executive leadership by overseeing the alignment of multiple projects with the organization's strategic goals. They regularly communicate with project managers to track progress, manage resources, and address risks, while also reporting portfolio performance and recommending adjustments to executives. This role often involves facilitating cross-functional meetings, prioritizing initiatives, and ensuring that projects support broader business objectives. Effective collaboration and communication skills are essential to balance stakeholder expectations and maintain portfolio success.

What are Program Portfolio Managers?

Program Portfolio Managers are professionals responsible for overseeing a collection of projects and programs within an organization to ensure they align with overall business objectives. They prioritize initiatives, allocate resources, and monitor progress to maximize value and minimize risks. Their role involves strategic planning, stakeholder communication, and ensuring that all projects within the portfolio contribute effectively to the company’s goals. They often work closely with project managers, executives, and other stakeholders to make informed decisions and optimize portfolio performance.

What is the difference between Program Portfolio Manager vs Project Manager?

AspectProgram Portfolio ManagerProject Manager
CertificationsPMP, PgMP, PMI-SPPMP, CAPM
Work EnvironmentOversees multiple projects and programs at an organizational levelManages individual projects within scope, budget, and schedule
Employer & Industry UsageUsed in large organizations managing multiple initiativesCommon across industries for specific project delivery

The Program Portfolio Manager focuses on aligning multiple programs with organizational strategy, overseeing a portfolio of projects and programs. In contrast, a Project Manager manages individual projects, ensuring they meet specific objectives. Both roles require similar certifications but differ in scope and strategic impact.

What are popular job titles related to Program Portfolio Manager jobs in Tennessee? For Program Portfolio Manager jobs in Tennessee, the most frequently searched job titles are:
What job categories do people searching Program Portfolio Manager jobs in Tennessee look for? The top searched job categories for Program Portfolio Manager jobs in Tennessee are:
What cities in Tennessee are hiring for Program Portfolio Manager jobs? Cities in Tennessee with the most Program Portfolio Manager job openings:

Portfolio Manager

Careers at Truxton

Nashville, TN • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 18 hours ago


Job description

Description:

THE ROLE

The Portfolio Manager has dual and integrated responsibilities within Truxton Wealth services: constructing and modifying the Truxton investment program and delivering thoughtful client-specific investment management. As a member of Truxton’s Investment Committee, Portfolio Managers evaluate risk and return potential of firm investment strategies. Each Truxton client has a dedicated Portfolio Manager, who writes investment policies appropriate for each client’s goals and circumstances and develops a plan to implement those policies. We are looking for leaders with a passion for investments and empathy for client goals and concerns.


WHAT YOU WILL BE DOING

  • Providing the Wealth investment team with insights and recommendations on strategic and tactical asset allocation decisions given current market and economic conditions
  • Delivering analytical support and enhancing internal processes for Wealth’s two principal equity strategies, including portfolio construction, idea generation, screening, qualitative analysis and buy/sell decisions
  • Evaluating various domestic and international equity asset classes and sectors to identify investment risks and opportunities
  • Providing broad analytical support for the Wealth investment platform on third party investment products including Separately Managed Accounts, ETF’s, Mutual Funds, and alternative asset managers
  • Partnering with Wealth Advisors to develop and deliver comprehensive strategic financial advice to Wealth prospects and clients by using quantitative skills to review current investment holdings, budgets, alternative assets, tax situation, estate plans, liquidity needs, insurance coverage, etc.
  • Articulating investment concepts, strategies, recommendations, and results to clients and prospects, including written commentary for distribution
  • Implementing and maintaining client portfolios ensuring consistency with investment policy, Wealth asset allocation guidelines, appropriate risk controls and desired tax efficiency
  • Serving as advocates for Truxton Wealth by seeking new client relationships and deepening existing client relationships
Requirements:

Attributes and Abilities

  • Strong foundational command of the investment and comprehensive wealth management industry, practices and issues
  • Firm understanding of trust administration, tax and investment management
  • Eager to understand client’s financial situations and personal circumstances
  • Able to deliver distinctive and thoughtful client service and expertise in a manner that secures client confidence
  • Adoption of our culture of entrepreneurship and teamwork

Experience and Skills

  • 10+ years of relevant wealth and investment management experience
  • Proficient in robust analytical systems such as FactSet and Bloomberg

Education and Designations

  • Bachelor’s Degree in Finance, Accounting, or Economics preferred
  • Advanced Degree, JD, or MBA preferred
  • CFA Charter Holder designation preferred


ABOUT TRUXTON


WHO WE ARE

Truxton is a premier provider of wealth, banking, and family office services for wealthy individuals, their families, and their business interests. Serving clients across the world, Truxton’s vastly experienced team of professionals provides customized solutions to its clients’ complex financial needs. Founded in 2004 in Nashville, Tennessee, Truxton upholds its original guiding principle: do the right thing. Truxton Trust Company is a subsidiary of financial holding company, Truxton Corporation (OTCPK: TRUX).

MISSION STATEMENT

To do the right thing every day, putting our clients’ interests first, with distinctive, comprehensive financial solutions that protect and promote client prosperity and quality of life.


WHAT WE OFFER

  • 401k + company match
  • Medical, life, dental, vision insurance
  • Paid federal holidays and vacation
  • Employee assistance program (EAP)
  • Support towards continued learning and industry certifications

WHY YOU SHOULD WORK HERE

  • Truxton is a highly profitable and growing company that has been recognized by American Banker as the 7th best community bank (top-ranking TN bank) based on 3-year ROAE
  • Opportunities to grow your expertise, take on new challenges, and gain exposure to a wide range of sophisticated work
  • Because we are a smaller company, you will have the opportunity to chart your own course and contribute to initiatives that go beyond your job title
  • Opportunities for incentive bonuses through new business referral