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Mutual Fund Marketing Jobs (NOW HIRING)

eTeam

Mutual Funds Specialist

Milwaukee, WI · On-site

Mutual Funds Specialist Location: Milwaukee, WI 53202 Hybrid Duration: 6 months contract with ... fund accounting, fulfillment, distribution and marketing, custody, securities lending, transfer ...

Security Benefit

Marketing Coordinator

Overland Park, KS · On-site

$42K - $57K/yr

We work a hybrid schedule, offering flexibility to work both remotely and on-site. * Assist in developing and maintaining annuity and mutual fund marketing content that supports product launches ...

hcmportal

$38K - $53K/yr

We work a hybrid schedule, offering flexibility to work both remotely and on-site. * Assist in developing and maintaining annuity and mutual fund marketing content that supports product launches ...

Zacks Investments

Marketing Manager

Chicago, IL · On-site

ZIR, founded in 1978 is the 2nd largest provider of independent stock, Mutual fund and ETF research ... Zacks is looking for a Director of Marketing for Zacks Trade, our newly formed and fast growing ...

Zacks Investments

Marketing Manager

Chicago, IL · On-site

ZIR, founded in 1978 is the 2nd largest provider of independent stock, Mutual fund and ETF research ... Zacks is looking for a Director of Marketing for Zacks Trade, our newly formed and fast growing ...

BCForward

Quality Analyst

Milwaukee, WI · On-site

$23 - $24/hr

... marketing, custody, securities lending, transfer agent and shareholder services and alternative ... As Transfer Agent, we act as liaison and provide service to over 200 mutual fund/alternative ...

Ambeacon

Associate Analyst / Analyst, Marketing

Irving, TX · On-site

$80 - $100/hr

With roots as an unaffiliated sub-advised mutual fund sponsor, the majority of our partnerships are ... Marketing in financial services is evolving quickly, and this role sits at the center of that ...

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Mutual Fund Marketing information

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$60K

$89.8K

$161.5K

How much do mutual fund marketing jobs pay per year?

As of Sep 7, 2026, the average yearly pay for mutual fund marketing 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 is a mutual fund marketing?

A Mutual Fund Marketing job involves promoting and distributing mutual fund products to individual and institutional investors. Professionals in this role develop marketing strategies, create educational materials, collaborate with sales teams, and manage digital and traditional advertising campaigns. They also analyze market trends to position mutual funds effectively and comply with industry regulations. The goal is to attract and retain investors while enhancing brand awareness for the fund company.

What types of campaigns and projects might I work on as part of a mutual fund marketing team?

As a Mutual Fund Marketing professional, you may be tasked with developing and executing integrated campaigns that promote funds to retail investors, financial advisors, or institutional clients. This can involve digital marketing, producing educational materials, event planning, and collaborating with product managers and compliance teams to ensure all messaging meets regulatory requirements. You’ll typically analyze market trends to inform new strategies and measure the effectiveness of campaigns through performance metrics. Working closely with sales, product, and compliance departments is common, providing a dynamic and collaborative work environment. These projects help strengthen both brand presence and client engagement for the financial institution.

What are the key skills and qualifications needed to thrive in mutual fund marketing, and why are they important?

To excel in Mutual Fund Marketing, you generally need a background in finance, marketing principles, and strong analytical skills, often supported by a bachelor’s degree in business, finance, or a related field. Familiarity with CRM software, financial data platforms, and optional certifications like FINRA licenses or CFA designations is highly beneficial. Exceptional communication, creativity, and relationship-building skills help distinguish top performers in this field. These competencies enable professionals to effectively promote mutual funds, engage clients, and meet regulatory standards in a competitive marketplace.

More about Mutual Fund Marketing jobs

What states have the most Mutual Fund Marketing jobs?

States with the most job openings for Mutual Fund Marketing jobs include:

What job categories do people searching Mutual Fund Marketing jobs look for?

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Mutual Fund Marketing jobs near you
Infographic showing various Mutual Fund Marketing job openings in the United States as of August 2026, with employment types broken down into 1% Internship, 90% Full Time, 8% Part Time, and 1% Contract. Highlights an 82% Physical, 3% Hybrid, and 15% Remote job distribution, with an average salary of $89,770 per year, or $43.2 per hour.

Mutual Fund Services Administration Specialist

Oppenheimer & Co.

Manhattan, NY • On-site

$90K - $100K/yr

Other

Posted 27 days ago

Job description

Who We Are:
Oppenheimer & Co. Inc. (Oppenheimer) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.
Job Description:
Oppenheimer & Co. Inc. is seeking a Mutual Fund Services Administration Specialist to join Oppenheimer Asset Management (OAM) in New York. The ideal candidate will have product management or program administration experience, knowledge of financial markets and asset management, and particular knowledge of mutual funds and ETFs. This role supports Oppenheimer Financial Advisors and Sales Assistants on covered securities and includes elements of relationship management in a proactive, team-based home office environment.
Responsibilities:
  • Provide support for Oppenheimer Financial Advisors and Sales Assistants
  • Utilize various systems to produce and provide analysis of portfolios for existing and prospective Oppenheimer clients
  • Conduct training for Financial Advisors through in-branch presentations, virtual meetings, and conference calls
  • Contribute to the development of investment themes and fund features based on investment categories, benchmark analysis, and product analysis
  • Work collaboratively with Sales & Marketing, Fund Advisory, and Mutual Fund Services team members to manage incoming Financial Advisor call volume and outgoing call campaigns
  • Coordinate and test departmental technology projects
  • Coordinate selling agreement negotiations and manage ongoing sales and operational requirements
  • Communicate product availability to program administration teams and field representatives across U.S. and offshore mutual fund distributors, ETF issuers, and 529 plan providers
  • Administer and maintain Mutual Fund Services web pages
  • Assist in the coordination and promotion of Oppenheimer and Oppenheimer Asset Management special events
Qualifications:
  • Minimum of 3 years of experience within a broker-dealer, asset management firm, mutual fund company, or related financial services organization
  • Knowledge of financial markets and asset management products, including mutual funds and ETFs
  • Outstanding communication and organizational skills
  • Ability to build strong relationships and collaborate across departments
  • Possess a high degree of proficiency with MS Office products including Word, Excel, Outlook and PowerPoint
  • Experience with Morningstar and FactSet preferred
  • FINRA Registrations: SIE, Series 6 or 7, and Series 63/65 or 66 preferred

Compensation:
For job postings in New York State, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $90,000.00 - $100,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

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