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Mutual Fund Manager Jobs in California (NOW HIRING)

Envision Financial Systems, Inc

Be Seen First

System Administrator (L1/L2 Support)

Costa Mesa, CA · On-site

$75K - $85K/yr

Envision provides real-time investor recordkeeping services and other technologies for mutual fund transfer agents, broker dealers, asset managers, and 529 program providers. Our products let firms ...

AI Fund

Product Builder

Palo Alto, CA · On-site +1

$160K - $200K/yr

... managing schedules, tracking milestones, and ensuring timely updates * Provide regular reports to ... At AI Fund, we are committed to providing an environment of mutual respect where equal employment ...

BMO Capital Markets

Financial Advisor

Oakland, CA · On-site

Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, mutual fund wrap accounts, ETF wrap accounts, insurance, annuities, retirement ...

Bank of Montreal

Financial Advisor

Torrance, CA · On-site

Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, mutual fund wrap accounts, ETF wrap accounts, insurance, annuities, retirement ...

BMO Capital Markets

Financial Advisor

Gardena, CA

Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, mutual fund wrap accounts, ETF wrap accounts, insurance, annuities, retirement ...

Bank of Montreal

Financial Advisor

Indian Wells, CA · On-site

Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, mutual fund wrap accounts, ETF wrap accounts, insurance, annuities, retirement ...

Bank of Montreal

Financial Advisor

Modesto, CA · On-site

Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, mutual fund wrap accounts, ETF wrap accounts, insurance, annuities, retirement ...

Bank of Montreal

Financial Advisor

Santa Cruz, CA · On-site

Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, mutual fund wrap accounts, ETF wrap accounts, insurance, annuities, retirement ...

BMO Capital Markets

Financial Advisor

San Jose, CA · On-site

Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, mutual fund wrap accounts, ETF wrap accounts, insurance, annuities, retirement ...

BMO Capital Markets

Financial Advisor

Gridley, CA

Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, mutual fund wrap accounts, ETF wrap accounts, insurance, annuities, retirement ...

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All JobsMutual Fund Manager JobsMutual Fund Manager Jobs in California

Mutual Fund Manager information

See California salary details

$59.2K

$88.6K

$159.4K

How much do mutual fund manager jobs pay per year?

As of May 28, 2026, the average yearly pay for mutual fund manager in California is $88,594.00, according to ZipRecruiter salary data. Most workers in this role earn between $68,100.00 and $93,300.00 per year, depending on experience, location, and employer.

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

To thrive as a Mutual Fund Manager, you need a strong foundation in finance, investment analysis, portfolio management, and typically an advanced degree such as an MBA or CFA certification. Expertise in financial modeling software, Bloomberg Terminal, and portfolio management systems is commonly required. Strong analytical thinking, decision-making under pressure, and effective communication with clients and stakeholders are crucial soft skills. These competencies ensure prudent investment strategies, regulatory compliance, and the ability to achieve optimal returns for clients.

What are some common challenges Mutual Fund Managers face when managing diverse portfolios?

Mutual Fund Managers often face the challenge of balancing risk and return while adhering to the fund's investment objectives and regulatory requirements. Managing diverse portfolios requires constant monitoring of market trends, economic indicators, and individual asset performance. In addition, Mutual Fund Managers must effectively communicate with analysts, traders, and compliance teams to ensure timely and informed investment decisions. Adapting strategies to changing market conditions and investor expectations can be demanding, but it also offers valuable opportunities for professional growth and skill development.

What does a mutual fund manager do?

A mutual fund manager is responsible for overseeing a portfolio of investments within a mutual fund. Their main duties include researching and selecting stocks, bonds, or other assets with the goal of maximizing returns for investors while managing risk. They monitor market trends, adjust the fund’s holdings as needed, and ensure the fund complies with regulations and its stated investment objectives. Mutual fund managers also communicate with investors and provide updates on fund performance.

What is the difference between Mutual Fund Manager vs Financial Analyst?

AspectMutual Fund ManagerFinancial Analyst
Required CredentialsCFAs, securities licenses, relevant degreesCFAs, finance degrees, certifications like CFA or CPA
Work EnvironmentInvestment firms, asset management companiesBanks, investment firms, corporate finance departments
Employer & Industry UsageAsset management, investment fundsFinancial services, corporate finance, consulting

Mutual Fund Managers and Financial Analysts both require finance-related credentials and work within financial services. Mutual Fund Managers focus on managing investment portfolios for clients, while Financial Analysts analyze financial data to support investment decisions. Both roles are essential in the investment industry but differ in responsibilities and daily tasks.

What are the most commonly searched types of Mutual Fund jobs in California? The most popular types of Mutual Fund jobs in California are:
What cities in California are hiring for Mutual Fund Manager jobs? Cities in California with the most Mutual Fund Manager job openings:
Mutual Fund Manager jobs near you

Team Leader - State Farm Agent Team Member

Allan Cheng - State Farm Agent

Alhambra, CA

$66K - $99K/yr

Full-time

Medical, Life, Retirement, PTO

Posted 28 days ago

Job description

Benefits:
  • 401(k) matching
  • Bonus based on performance
  • Employee discounts
  • Flexible schedule
  • Paid time off
  • Training & development

Position Overview
If you enjoy talking to people, are driven to achieve, have a passion for being the best in a fast paced work environment and some day aspire to run your own business but dont feel ready to jump right in yet, this opportunity may be for you. The position is designed to give on the job training while working with a full time mentor in the agents office to build and cultivate customer relationships. You will be working to develop leads, solicit, consult and bind coverage to help customers manage their unique insurance and financial needs and while learning the logistics of managing a business and developing your skills and experience.
Responsibilities
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
  • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
  • Use a customer-focused, needs-based review process to educate customers about insurance options.
As an Agent Team Member, you will receive...
  • Hourly pay plus commission/bonus
  • Paid time off (vacation and personal/sick days)
  • Growth potential/Opportunity for advancement in my agency
  • Learning to market property/casualty, life, health, bank and mutual fund products
  • Setting sales and growth goals
  • Working closely with the agent to gain an understanding of the agents role and office logistics
  • Simple IRA
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm Insurance Companies. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. State Farm agents control which licensing requirements and training programs are offered or must be successfully completed by their employees. By accepting employment with a State Farm agent and/or successfully completing any licensing or training programs required by a State Farm agent, you are not guaranteed, promised or given any form of selection preference, should you choose to leave the agents employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies. If you choose to pursue an agency opportunity, you will need to apply and go through the regular State Farm Insurance Companies agent selection process