FULL_TIME

FEED

UNKNOWN

The FinOps Specialist assists in maintaining cost governance frameworks, building forecasting and showback reports, identifying optimization opportunities, and supporting data-driven decision-making to maximize the business value of cloud investments while aligning with regulatory and compliance requirements. Systems & Technology: Minimum Required: Experience and working proficiency with at least one native cloud cost management tools (AWS Cost Explorer, AWS Cost and Usage Reports, Azure Cost Management, GCP Billing); exposure to multiple is a plus.

Stifel

FinOps Specialist

[AW]-iCims

The role ensures the accurate recording and reconciliation of financial transactions, supports financial reporting, manages accounts payable activities, and assists with budgeting, cash flow monitoring, tax preparation, and audit support. Partner with internal teams and external professionals, including accountants, bankers, tax advisors, investment managers, and vendors, while supporting broader Family Office initiatives as needed.

In-N-Out Burgers Inc

Family Office Bookkeeper

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Sales Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.

We help over ~40 million people feel more confident in their most important financial goals, manage employee benefit programs for nearly 23,000 businesses, and support more than 3,600 advisory firms* with innovative investment and technology solutions to grow their businesses.


Our diverse businesses and independence give us insight into the entire market and the stability needed to think and act for the long term as we deliver value to you.

Fidelity

Investment Consultant- Knoxville, TN

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They ensure the confidentiality, integrity, and availability of cloud-based systems and data by conducting risk assessments, developing security policies and procedures, implementing security controls, monitoring security incidents, and responding to and mitigating security breaches. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

Stifel Financial Corp

Cloud Security Engineer

Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

Cloud Engineer

The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

Client Service Associate NR

Partner with branch leaders and team members to build awareness of investment services and provide training on identifying member needs and generating quality referrals. Support and strengthen branch partnerships by coordinating referral activities, communication campaigns, contests, appointment follow-up, confirmation processes, and weekly schedule updates.

Y-12 Career

Investment Program Coordinator

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The Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.

Registered Client Service Associate

Work Mode: Hybrid | Location/Supporting: Knoxville, TN | Experience: Personal Lines Retail Sales, Business Development, Networking & Relationship Management Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. This role leverages industry expertise, community involvement, and strategic partnerships to identify opportunities, recommend tailored coverage solutions, grow a book of business, and deliver an exceptional client experience while collaborating with internal teams and carrier partners to achieve sales and retention objectives.

YEAR

Insurance Office of America

Personal Lines Producer

The Operations Consultant leads mass account transfer conversions and department initiatives, serving as the primary project manager responsible for planning, execution, stakeholder coordination, and delivery of successful outcomes. The consultant applies operational expertise, critical thinking, and project management skills to identify risks, evaluate solutions, coordinate activities across multiple stakeholder groups, and deliver successful results.

Raymond James Financial Inc

Mass Account Transfers Operations Consultant

Collaborates with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects. Key responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates and facilitating client relationships with Product Specialists.

HOUR

Bank of America

Business Banking Senior Relationship Manager - Nashville Market

Collaborates with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects. Manages an extensive portfolio of complex clients and prospects with annual revenues of $50 million to $2 billion and helps companies save, borrow, and invest for their current and future needs.

Sr. Relationship Manager - Global Commercial Bank - Middle Market - Nashville

A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape.

PwC’s accounting practice originated in London well over a century ago. As times changed and PwC expanded worldwide, our commitment to clients—like you—never wavered. With us, you’re always supported by a global network of more than 223,000 people in 157 countries with one goal: to help your business thrive.

PwC’s professional services include audit and assurance, tax and consulting that cover such areas as cybersecurity and privacy, human resources, deals and forensics. We help resolve complex issues and identify opportunities across these industries.

Let’s combine your ​aspirations with our world-class capabilities to achieve your goals.

Private Partnership Solutions (Pps) - Tax Senior Associate

Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). This Directoris the go-to advisor on Financial Services transactions, responsible for delivering specialized expertise in insurance, wealth & asset management, banking & capital markets M&A diligence, with the ability to specialize within certain FIG subsectors as desired/per specific expertise.

Portage Point Partners

Director, Transaction Advisory Services // Financial Services

As a Manager you shall supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by solving and analyzing complex problems to develop top-quality deliverables. A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy.

Private Partnership Solutions (Pps) - Tax Manager

Korean Business Network - Private Tax Manager

Tax Senior Manager - Private Companies

Private Partnership Solutions (Pps) - Tax Senior Manager

Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

Wealth Management Advisor Jobs in Tennessee

FinOps Specialist Stifel

Family Office Bookkeeper In-N-Out Burgers Inc

Investment Consultant- Knoxville, TN Fidelity

Cloud Security Engineer Stifel Financial Corp

Cloud Engineer Stifel Financial Corp

Client Service Associate NR Stifel Financial Corp

Investment Program Coordinator Y-12 Career

Registered Client Service Associate Stifel Financial Corp

Personal Lines Producer Insurance Office of America

Mass Account Transfers Operations Consultant Raymond James Financial Inc

Business Banking Senior Relationship Manager - Nashville Market Bank of America

Sr. Relationship Manager - Global Commercial Bank - Middle Market - Nashville Bank of America

Private Partnership Solutions (Pps) - Tax Senior Associate PwC

Director, Transaction Advisory Services // Financial Services Portage Point Partners

Private Partnership Solutions (Pps) - Tax Manager PwC

Korean Business Network - Private Tax Manager PwC

Tax Senior Manager - Private Companies PwC

Private Partnership Solutions (Pps) - Tax Senior Manager PwC

Cloud Engineer Stifel

Cloud Security Engineer Stifel

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