Our client serves individual investors, financial intermediaries and institutions around the world through a broad range of products and services that includes one of the largest mutual fund families ...
Our client serves individual investors, financial intermediaries and institutions around the world through a broad range of products and services that includes one of the largest mutual fund families ...
Our client serves individual investors, financial intermediaries and institutions around the world through a broad range of products and services that includes one of the largest mutual fund families ...
Our client serves individual investors, financial intermediaries and institutions around the world through a broad range of products and services that includes one of the largest mutual fund families ...
Series 7 Tutor
West Lafayette, IN · Remote
$30 - $40/hr
Guides students through margin account requirements, mutual fund share class comparisons, tax implications of investment products, and regulatory compliance scenarios. Emphasizes formula memorization ...
Series 7 Tutor
West Lafayette, IN · Remote
$30 - $40/hr
Guides students through margin account requirements, mutual fund share class comparisons, tax implications of investment products, and regulatory compliance scenarios. Emphasizes formula memorization ...
Series 7 Tutor
Fort Wayne, IN · Remote
$30 - $40/hr
Guides students through margin account requirements, mutual fund share class comparisons, tax implications of investment products, and regulatory compliance scenarios. Emphasizes formula memorization ...
Series 7 Tutor
Fort Wayne, IN · Remote
$30 - $40/hr
Guides students through margin account requirements, mutual fund share class comparisons, tax implications of investment products, and regulatory compliance scenarios. Emphasizes formula memorization ...
Series 7 Tutor
Bloomington, IN · Remote
$30 - $40/hr
Guides students through margin account requirements, mutual fund share class comparisons, tax implications of investment products, and regulatory compliance scenarios. Emphasizes formula memorization ...
Series 7 Tutor
Bloomington, IN · Remote
$30 - $40/hr
Guides students through margin account requirements, mutual fund share class comparisons, tax implications of investment products, and regulatory compliance scenarios. Emphasizes formula memorization ...
Series 7 Tutor
Valparaiso, IN · Remote
$30 - $40/hr
Guides students through margin account requirements, mutual fund share class comparisons, tax implications of investment products, and regulatory compliance scenarios. Emphasizes formula memorization ...
Series 7 Tutor
Valparaiso, IN · Remote
$30 - $40/hr
Guides students through margin account requirements, mutual fund share class comparisons, tax implications of investment products, and regulatory compliance scenarios. Emphasizes formula memorization ...
Client Relationship Manager
Indianapolis, IN · Remote
$65K - $90K/yr
Mutual of America Financial Group Job Title: Client Relationship Manager Location: Ohio, Indiana ... fund changes etc.) * Coordinate plan support services (audit support, 5500's, NDT testing) with ...
Client Relationship Manager
Indianapolis, IN · Remote
$65K - $90K/yr
Mutual of America Financial Group Job Title: Client Relationship Manager Location: Ohio, Indiana ... fund changes etc.) * Coordinate plan support services (audit support, 5500's, NDT testing) with ...
Client Relationship Manager
Indianapolis, IN · Remote
$65K - $90K/yr
Mutual of America Financial Group Job Title: Client Relationship Manager Location: Ohio, Indiana ... fund changes etc.) * Coordinate plan support services (audit support, 5500's, NDT testing) with ...
Quick apply
Client Relationship Manager
Indianapolis, IN · Remote
$65K - $90K/yr
Mutual of America Financial Group Job Title: Client Relationship Manager Location: Ohio, Indiana ... fund changes etc.) * Coordinate plan support services (audit support, 5500's, NDT testing) with ...
Associate Manager
Evansville, IN · Hybrid
Collaborate with internal departments, including fund accounting, legal, and compliance, to ensure ... Strong understanding of various investment vehicles (e.g., private equity, hedge funds, mutual ...
Associate Manager
Evansville, IN · Hybrid
Collaborate with internal departments, including fund accounting, legal, and compliance, to ensure ... Strong understanding of various investment vehicles (e.g., private equity, hedge funds, mutual ...
Life Insurance * 403(b) Matching Retirement Fund * Competitive Paid Time Off (PTO) * Shift ... and mutual respect. Excellent verbal, written, and listening skills are necessary to counsel ...
Life Insurance * 403(b) Matching Retirement Fund * Competitive Paid Time Off (PTO) * Shift ... and mutual respect. Excellent verbal, written, and listening skills are necessary to counsel ...
Life Insurance * 403(b) Matching Retirement Fund * Competitive Paid Time Off (PTO) * Shift ... and mutual respect. Excellent verbal, written, and listening skills are necessary to counsel ...
Life Insurance * 403(b) Matching Retirement Fund * Competitive Paid Time Off (PTO) * Shift ... and mutual respect. Excellent verbal, written, and listening skills are necessary to counsel ...
Director, Facilities Engineering - Relocate to Warroad, MN
Indianapolis, IN · On-site
$161K - $215K/yr
... Mutual (FM) standards. * Lead enterprise facility data management, including building records ... Brighter Days Fund - financial support from your colleagues and the Marvin family during personal ...
Director, Facilities Engineering - Relocate to Warroad, MN
Indianapolis, IN · On-site
$161K - $215K/yr
... Mutual (FM) standards. * Lead enterprise facility data management, including building records ... Brighter Days Fund - financial support from your colleagues and the Marvin family during personal ...
Director, Facilities Engineering - Relocate to Warroad, MN
Fort Wayne, IN · On-site
$161K - $215K/yr
... Mutual (FM) standards. * Lead enterprise facility data management, including building records ... Brighter Days Fund - financial support from your colleagues and the Marvin family during personal ...
Director, Facilities Engineering - Relocate to Warroad, MN
Fort Wayne, IN · On-site
$161K - $215K/yr
... Mutual (FM) standards. * Lead enterprise facility data management, including building records ... Brighter Days Fund - financial support from your colleagues and the Marvin family during personal ...
Assistant Manager
Whiteland, IN · On-site
Cash handling duties including preparation of tills, change fund maintenance, and preparation of ... Promotes mutual respect. Being pleasant with others on the job and displaying a good-natured ...
Quick apply
Assistant Manager
Whiteland, IN · On-site
Cash handling duties including preparation of tills, change fund maintenance, and preparation of ... Promotes mutual respect. Being pleasant with others on the job and displaying a good-natured ...
Energy Credits Senior Manager - TCIA
$138K - $215K/yr
Knowledge of fund accounting and general ledger accounting * Demonstrated basic understanding of ... mutual respect * The opportunity to innovate and do work that motivates and engages you * A ...
Energy Credits Senior Manager - TCIA
$138K - $215K/yr
Knowledge of fund accounting and general ledger accounting * Demonstrated basic understanding of ... mutual respect * The opportunity to innovate and do work that motivates and engages you * A ...
Director, Facilities Engineering - Relocate to Warroad, MN
Evansville, IN · On-site
$161K - $215K/yr
... Mutual (FM) standards. * Lead enterprise facility data management, including building records ... Brighter Days Fund - financial support from your colleagues and the Marvin family during personal ...
Director, Facilities Engineering - Relocate to Warroad, MN
Evansville, IN · On-site
$161K - $215K/yr
... Mutual (FM) standards. * Lead enterprise facility data management, including building records ... Brighter Days Fund - financial support from your colleagues and the Marvin family during personal ...
Energy Credits Senior Manager - TCIA
$138K - $215K/yr
Knowledge of fund accounting and general ledger accounting * Demonstrated basic understanding of ... mutual respect * The opportunity to innovate and do work that motivates and engages you * A ...
Energy Credits Senior Manager - TCIA
$138K - $215K/yr
Knowledge of fund accounting and general ledger accounting * Demonstrated basic understanding of ... mutual respect * The opportunity to innovate and do work that motivates and engages you * A ...
Director, Facilities Engineering - Relocate to Warroad, MN
South Bend, IN · On-site
$161K - $215K/yr
... Mutual (FM) standards. * Lead enterprise facility data management, including building records ... Brighter Days Fund - financial support from your colleagues and the Marvin family during personal ...
Director, Facilities Engineering - Relocate to Warroad, MN
South Bend, IN · On-site
$161K - $215K/yr
... Mutual (FM) standards. * Lead enterprise facility data management, including building records ... Brighter Days Fund - financial support from your colleagues and the Marvin family during personal ...
Energy Credits Senior Manager - TCIA
$138K - $215K/yr
Knowledge of fund accounting and general ledger accounting * Demonstrated basic understanding of ... mutual respect * The opportunity to innovate and do work that motivates and engages you * A ...
Energy Credits Senior Manager - TCIA
$138K - $215K/yr
Knowledge of fund accounting and general ledger accounting * Demonstrated basic understanding of ... mutual respect * The opportunity to innovate and do work that motivates and engages you * A ...
General Manager
Whiteland, IN · On-site
... fund maintenance, and preparation of deposits • Ensure State Health inspection guidelines are ... Promotes mutual respect. Being pleasant with others on the job and displaying a good-natured ...
Quick apply
General Manager
Whiteland, IN · On-site
... fund maintenance, and preparation of deposits • Ensure State Health inspection guidelines are ... Promotes mutual respect. Being pleasant with others on the job and displaying a good-natured ...
Mutual Fund information
See Indiana salary details
$57.1K - $65.9K
16% of jobs
$67.8K is the 25th percentile. Wages below this are outliers.
$65.9K - $74.7K
41% of jobs
$83.2K is the 75th percentile. Wages above this are outliers.
$74.7K - $83.4K
18% of jobs
$83.4K - $92.2K
7% of jobs
$92.2K - $101K
7% of jobs
$101K - $109.8K
2% of jobs
$109.8K - $118.6K
3% of jobs
$118.6K - $127.3K
0% of jobs
$127.3K - $136.1K
1% of jobs
$136.1K - $144.9K
1% of jobs
$144.9K - $153.7K
2% of jobs
$57.1K
$85.4K
$153.7K
How much do mutual fund jobs pay per year?
What jobs make $1,000,000 a year?
What is the salary of a mutual fund employee?
What are the key skills and qualifications needed to thrive in the Mutual Fund position, and why are they important?
To excel in a mutual fund analyst or manager role, you need strong analytical skills, a solid understanding of financial markets, and often a degree in finance, economics, or a related field. Proficiency with financial modeling software, Bloomberg terminals, and relevant certifications such as the CFA are highly valued. Attention to detail, strong communication, and the ability to work collaboratively set top performers apart. These competencies ensure accurate investment analysis, effective portfolio management, and consistent achievement of client objectives.
What are the main challenges faced by professionals working in mutual fund management?
Professionals in mutual fund management often face challenges such as analyzing large volumes of financial data under tight deadlines, staying updated on rapidly changing market conditions, and balancing risk versus return for their clients. They must frequently communicate their investment decisions and market outlooks to both internal teams and investors. Additionally, meeting regulatory and compliance requirements adds complexity to the role. However, this fast-paced environment provides opportunities for growth, learning, and advancement for those who demonstrate both technical expertise and strong decision-making skills.
Is mutual funds a good career?
What is a mutual fund job?
What is a Mutual Fund job?
A Mutual Fund job involves managing, analyzing, or selling mutual fund investments. Professionals in this field work as fund managers, analysts, advisors, or sales representatives, helping clients invest in diversified portfolios. They research market trends, assess risk, and ensure compliance with financial regulations. These roles require financial expertise, strong analytical skills, and knowledge of investment strategies.

Full-time
Posted 20 days ago
Job description
Our client is a private firm with an independent charter, focused on doing what's right for investors over the long term. In offices throughout Asia, Australia, Europe and North America, 7,500 associates make the needs of our client's investors their top priority every day. Our client serves individual investors, financial intermediaries and institutions around the world through a broad range of products and services that includes one of the largest mutual fund families in the U.S. by assets under management.
As an Internal Wholesaler, you will play a critical role on the Internal Sales and Support team focusing on developing and maintaining relationships, in partnership with the external wholesaler, with existing financial advisers in order to sell products, which include mutual funds and annuities.
Execute strategic business coverage by partnering with the external wholesaler to cover assigned territory
Initiate sales by making personalized proactive outbound calls to financial advisors (50-60 outbond calls per day)
Exhibit deep knowledge of investments and investment concepts
Deliver effective presentations to promote the Company
Use client relationship management (SalesForce) database to track client interactions and the progression of each client relationship.
Bachelor's degree preferred
FINRA 6, 63, 65 required for this position
o MUST pass the FINRA licensing exams for the 6, 63 within 5 weeks of hire
o MUST pass the FINRA licensing exam for the 65 within 3 attempts
2+ years of direct sales experience
Clear and concise communication with an expertise in adapting to different audiences
Ability to articulate specific sales strategy and process
Well-organized with acute attention to detail
All your information will be kept confidential according to EEO guidelines.
About ZenTech Consulting
Sourced by ZipRecruiter
Working with ZenTech Consulting offers potential applicants a unique experience versus a traditional job search. Choosing to begin your job search with ZenTech gives you immediate access to positions at leading companies that partner with us. The opportunity to work with a professional recruiter to identify your strengths, skills and how to apply your prior work experience are some of the immediate benefits to working with us. In addition, your recruiter will share important details about a position and provide interview tips so that you can effectively demonstrate your skills and expertise to hiring managers. By working with ZenTech Consulting, you can also build your network of connections and increase the number and variety of jobs you qualify for. Our service is completely free and you receive the added benefit of working with a recruiter that specializes in your industry. Our recruiters will identify available positions that fit your skills, personality and career goals as well as guide you through the hiring process.
Industry
Recruiting and staffing services
Company size
11 - 50 Employees
Headquarters location
Tampa, FL, US
Year founded
2011