Mutual Fund Trader
Fort Worth, TX · On-site
... mutual fund wrap programs) * Thorough understanding of the financial industry and policies ... Strong interpersonal, communication, and time management skills * Strong analytical and problem ...
Mutual Fund Trader
Fort Worth, TX · On-site
... mutual fund wrap programs) * Thorough understanding of the financial industry and policies ... Strong interpersonal, communication, and time management skills * Strong analytical and problem ...
Global Fund Services is seeking a Mutual Funds Specialist to join our Contact Center team. In this ... Functional understanding of the roles of portfolio managers and investment advisors , and how to ...
Global Fund Services is seeking a Mutual Funds Specialist to join our Contact Center team. In this ... Functional understanding of the roles of portfolio managers and investment advisors , and how to ...
Fund Administrator
$75K - $103K/yr
Prepare/review various materials for quarterly and special mutual fund board meetings, including drafting of memoranda and ad hoc reports to boards of trustees; * Monitor compliance exception reports ...
Quick apply
Fund Administrator
$75K - $103K/yr
Prepare/review various materials for quarterly and special mutual fund board meetings, including drafting of memoranda and ad hoc reports to boards of trustees; * Monitor compliance exception reports ...
Mutual Fund Tax RIC- Manager, NYFS
New York, NY · On-site
$75K - $103K/yr
KPMG is currently seeking a Mutual Fund Tax - Manager to join our Business Tax Services practice. Responsibilities: * Review and provide oversight of tax provision and distribution work papers for ...
Mutual Fund Tax RIC- Manager, NYFS
New York, NY · On-site
$75K - $103K/yr
KPMG is currently seeking a Mutual Fund Tax - Manager to join our Business Tax Services practice. Responsibilities: * Review and provide oversight of tax provision and distribution work papers for ...
A Mutual Funds Wealth Management Branch Service Professional that will provide industry-leading ... Troubleshoot live mutual fund order entry and trade adjustment inquiries * Able to assist the field ...
Quick apply
A Mutual Funds Wealth Management Branch Service Professional that will provide industry-leading ... Troubleshoot live mutual fund order entry and trade adjustment inquiries * Able to assist the field ...
Mutual Fund Tax RIC- Manager, NYFS
$73K - $100K/yr
KPMG is currently seeking a Mutual Fund Tax - Manager to join our Business Tax Services practice. Responsibilities: * Review and provide oversight of tax provision and distribution work papers for ...
Mutual Fund Tax RIC- Manager, NYFS
$73K - $100K/yr
KPMG is currently seeking a Mutual Fund Tax - Manager to join our Business Tax Services practice. Responsibilities: * Review and provide oversight of tax provision and distribution work papers for ...
Mutual Fund Tax RIC- Manager, NYFS
$75K - $103K/yr
KPMG is currently seeking a Mutual Fund Tax - Manager to join our Business Tax Services practice. Responsibilities: * Review and provide oversight of tax provision and distribution work papers for ...
Mutual Fund Tax RIC- Manager, NYFS
$75K - $103K/yr
KPMG is currently seeking a Mutual Fund Tax - Manager to join our Business Tax Services practice. Responsibilities: * Review and provide oversight of tax provision and distribution work papers for ...
Manage relationships at a senior level with large clients, advise on tactical issues, have a high ... Prior experience in Mutual Fund and/or investment partnership * Proficient in the taxation of ...
Manage relationships at a senior level with large clients, advise on tactical issues, have a high ... Prior experience in Mutual Fund and/or investment partnership * Proficient in the taxation of ...
Manage relationships at a senior level with large clients, advise on tactical issues, have a high ... Prior experience in Mutual Fund and/or investment partnership * Proficient in the taxation of ...
Manage relationships at a senior level with large clients, advise on tactical issues, have a high ... Prior experience in Mutual Fund and/or investment partnership * Proficient in the taxation of ...
Manage relationships at a senior level with large clients, advise on tactical issues, have a high ... Prior experience in Mutual Fund and/or investment partnership * Proficient in the taxation of ...
Manage relationships at a senior level with large clients, advise on tactical issues, have a high ... Prior experience in Mutual Fund and/or investment partnership * Proficient in the taxation of ...
Manage relationships at a senior level with large clients, advise on tactical issues, have a high ... Prior experience in Mutual Fund and/or investment partnership * Proficient in the taxation of ...
Manage relationships at a senior level with large clients, advise on tactical issues, have a high ... Prior experience in Mutual Fund and/or investment partnership * Proficient in the taxation of ...
Manage relationships at a senior level with large clients, advise on tactical issues, have a high ... Prior experience in Mutual Fund and/or investment partnership * Proficient in the taxation of ...
Manage relationships at a senior level with large clients, advise on tactical issues, have a high ... Prior experience in Mutual Fund and/or investment partnership * Proficient in the taxation of ...
Manage relationships at a senior level with large clients, advise on tactical issues, have a high ... Prior experience in Mutual Fund and/or investment partnership * Proficient in the taxation of ...
Manage relationships at a senior level with large clients, advise on tactical issues, have a high ... Prior experience in Mutual Fund and/or investment partnership * Proficient in the taxation of ...
Manage relationships at a senior level with large clients, advise on tactical issues, have a high ... Prior experience in Mutual Fund and/or investment partnership * Proficient in the taxation of ...
Manage relationships at a senior level with large clients, advise on tactical issues, have a high ... Prior experience in Mutual Fund and/or investment partnership * Proficient in the taxation of ...
Manage relationships at a senior level with large clients, advise on tactical issues, have a high ... Prior experience in Mutual Fund and/or investment partnership * Proficient in the taxation of ...
Manage relationships at a senior level with large clients, advise on tactical issues, have a high ... Prior experience in Mutual Fund and/or investment partnership * Proficient in the taxation of ...
Manage relationships at a senior level with large clients, advise on tactical issues, have a high ... Prior experience in Mutual Fund and/or investment partnership * Proficient in the taxation of ...
Manage relationships at a senior level with large clients, advise on tactical issues, have a high ... Prior experience in Mutual Fund and/or investment partnership * Proficient in the taxation of ...
Fund Supervisor
New York, NY · On-site
$75K - $103K/yr
... ETF"), mutual fund, closed end fund and/or business development company clients. In Fund ... Manage fund expenses and provide reporting and materials for Boards of Directors * Oversee ...
Fund Supervisor
New York, NY · On-site
$75K - $103K/yr
... ETF"), mutual fund, closed end fund and/or business development company clients. In Fund ... Manage fund expenses and provide reporting and materials for Boards of Directors * Oversee ...
Fund Supervisor
$75K - $102K/yr
... ETF"), mutual fund, closed end fund and/or business development company clients. In Fund ... Manage fund expenses and provide reporting and materials for Boards of Directors * Oversee ...
Fund Supervisor
$75K - $102K/yr
... ETF"), mutual fund, closed end fund and/or business development company clients. In Fund ... Manage fund expenses and provide reporting and materials for Boards of Directors * Oversee ...
Fund Supervisor
Milwaukee, WI · On-site
$68K - $93K/yr
... ETF"), mutual fund, closed end fund and/or business development company clients. In Fund ... Manage fund expenses and provide reporting and materials for Boards of Directors * Oversee ...
Fund Supervisor
Milwaukee, WI · On-site
$68K - $93K/yr
... ETF"), mutual fund, closed end fund and/or business development company clients. In Fund ... Manage fund expenses and provide reporting and materials for Boards of Directors * Oversee ...
The AWM Mutual Fund Controllers team is responsible for overseeing numerous SEC registered ... Manage the financial reporting process with external legal counsel, auditors, and funds' accounting ...
The AWM Mutual Fund Controllers team is responsible for overseeing numerous SEC registered ... Manage the financial reporting process with external legal counsel, auditors, and funds' accounting ...
Mutual Fund Manager information
See salary details
$60K - $69.2K
16% of jobs
$71.2K is the 25th percentile. Wages below this are outliers.
$69.2K - $78.5K
41% of jobs
$87.4K is the 75th percentile. Wages above this are outliers.
$78.5K - $87.7K
18% of jobs
$87.7K - $96.9K
7% of jobs
$96.9K - $106.1K
7% of jobs
$106.1K - $115.4K
2% of jobs
$115.4K - $124.6K
3% of jobs
$124.6K - $133.8K
0% of jobs
$133.8K - $143K
1% of jobs
$143K - $152.3K
1% of jobs
$152.3K - $161.5K
2% of jobs
$60K
$89.8K
$161.5K
How much do mutual fund manager jobs pay per year?
As of Jul 12, 2026, the average yearly pay for mutual fund manager in the United States is $89,770.00, according to ZipRecruiter salary data. Most workers in this role earn between $69,000.00 and $94,500.00 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 is the difference between Mutual Fund Manager vs Financial Analyst?
| Aspect | Mutual Fund Manager | Financial Analyst |
|---|---|---|
| Required Credentials | CFAs, securities licenses, relevant degrees | CFAs, finance degrees, certifications like CFA or CPA |
| Work Environment | Investment firms, asset management companies | Banks, investment firms, corporate finance departments |
| Employer & Industry Usage | Asset management, investment funds | Financial 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 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.
More about Mutual Fund Manager jobs
What cities are hiring for Mutual Fund Manager jobs? Cities with the most Mutual Fund Manager job openings:
What are the most commonly searched types of Mutual Fund jobs? The most popular types of Mutual Fund jobs are:
What states have the most Mutual Fund Manager jobs? States with the most job openings for Mutual Fund Manager jobs include:
Full-time
Re-posted 26 days ago
First Command Financial Services rating
7.5
Based on 11 frontline employees who took The Breakroom Quiz
Job description
How will your role impact First Command?
The Client Service Center (CSC) is the primary support center for First Command's clients and field partners and has a deep culture of client-obsessed service and the highest ethical standards. The Trader role supports our clients, employees, and field partners, with a full range of servicing by responding to inbound calls, performing trade executions, money movement requests, account corrections, problem-solving, offline report monitoring, and acting as a client advocate in all situations.
This position supports investment trade execution and requires knowledge of brokerage and investment operational functions as well as regulatory rules and reporting requirements. The TRADER must accurately execute trades via First Command's brokerage platform and/or ticketing system. This position requires a consultative approach to ensure advisor and client requests are accomplished while meeting industry and/or First Command regulations, policies, and procedures. Acting as a Subject Matter Expert, the TRADER will participate, both individually and collaboratively, in divisional projects of varying service and operational nature, including but not limited to report monitoring, relationship development, training, documentation, and process improvement.
What will you be doing?
- Demonstrated passion for people, having a strong client focus, and desire to provide a superior level of service
- Demonstrate integrity and high ethical standards
- Strong ability to successfully balance competing priorities in a fast-paced environment
- Superior customer service skills with the ability to diffuse situations and solve conflicts in a cordial manner
- Specific operational knowledge of investment products (specifically mutual funds, variable annuities, and mutual fund wrap programs)
- Thorough understanding of the financial industry and policies, procedures, and regulatory requirements related to investment trading
- Ability to partner and collaborate in cross-functional teams for client support and issue resolution
- Strong interpersonal, communication, and time management skills
- Strong analytical and problem-solving skills
What value will you provide?
- Assist clients and advisors with trading strategies, executing investment trades, and money movement transactions
- Assist with questions and education for employees, clients, and field partners regarding investment trading policies and procedures
- Partner with Quality Management (QM) to resolve client concerns; involves speaking directly with clients to better understand the situation and working with Support Staff, outside Business Partners, and/or QM to reach a resolution
- Conducts insightful problem solving for clients taking the time to investigate the client's current situation and ask questions to learn what course of action is in the client's best interests
- Follow up with clients when necessary to provide status updates and to close out service requests
- Required to document details of all client and advisor interactions
What skills/qualifications do you need?
Education
- Bachelor's degree or equivalent work experience required
Work Experience
- 2+ years of brokerage industry or equivalent experience required
- 1+ years of contact center experience preferred
- 1+ years of experience in brokerage and investment trading preferred
Certifications
- Series 7 and 66 (or equivalent) required and/or must be obtained within 180 days from licensing start date
- Life & Health Insurance License required and/or must be obtained within 180 days from licensing start date
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#LI-Hybrid
What First Command Financial Services employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About First Command Financial Services
Sourced by ZipRecruiter
First Command Financial Services, based in Fort Worth, TX, US, operates within the financial services industry. Established in 1958, this company's mission is to "coach those who serve in their pursuit of financial security." With its suite of services and products, including investment management and financial planning, the firm is dedicated to helping military families and federal employees achieve financial security. Over the years, First Command has made a name for itself through integrity, commitment, and an approach built upon trust, resulting in substantial client loyalty. Featured among its notable achievements is the company's consistent placement among the top 1% of all wealth management firms in the USA in terms of long-term investment results, confirming their commitment to providing exceptional financial services.
Industry
Finance and insurance
Company size
1,001 - 5,000 Employees
Headquarters location
Fort Worth, TX, US
Year founded
1958