Wealth Manager Assistant (Program Coordinator)
tencu
About this role
A Wealth Manager Assistant supports the VP of Wealth Management by ensuring operational efficiency and service excellence for TENCU members. The role involves managing investment programs, compliance, and member interactions with a focus on accurate documentation and timely follow-up.
Skills
Qualifications
About tencu
tencu.comTEN Credit Union (TENCU) is a member-owned financial cooperative serving Middle Tennessee with local banking services across Nashville, Cookeville, Bellevue, Gallatin, and surrounding areas. It offers a full suite of personal banking products, including auto, mortgage, personal, and student loans, as well as checking (rewards and personal) and savings accounts, all backed by a strong emphasis on local service. The credit union presents a community-focused, member-first approach with a easy-to-find contact number: (844) 468-3682. Its online and mobile experience centers on clear product categories and accessible, local banking solutions.
About tencu
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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View leadership team, funding history,
and employee contacts for tencu.
Salary
$45k – $55k
per year