Mutual Funds Jobs

D.A. Davidson is hiring a detail-oriented Managed Assets Research Associate to support research, reporting and advisor-facing portfolio solutions across mutual funds, ETFs and SMAs.

D.A. Davidson is hiring a Senior Registered Associate in Bellevue to support Financial Advisors with trade entry, client service, account maintenance and back-office operations.

Lead and develop the Money Market/Mutual Funds & Asset Review team at UMB to deliver excellent client service, mitigate operational risk, and grow team capabilities.

Stifel is hiring an Advisory Marketing Specialist II to drive advisory program education and marketing for Financial Advisors, combining investment expertise with in-person and virtual training.

An Analyst on the Global Shareholder Services team will support process integration, data-driven reporting, controls implementation, and stakeholder engagement to advance transfer agent and mutual fund operations.

Bank of America seeks a client-focused Financial Solutions Advisor (Stage I) in Cumming to deliver investment and banking advice, manage client relationships and referrals, and obtain required licenses including SAFE Act registration.

Provide accurate, timely enrollment processing and exceptional service for retirement products on Nationwide's Public Enrollment Team in a hybrid role based in Columbus, OH.

Voya Investment Management seeks an experienced Senior Regional Director to grow intermediary relationships and drive asset gathering across Connecticut and Rhode Island.

Phoenix American is hiring a detail-focused Data Steward to research, validate and resolve fund and rep-level data issues feeding into our MARS platform.

Franklin Templeton is hiring a seasoned Global Fund Tax Manager to lead tax advisory and operational compliance for complex North American fund structures and drive process and automation improvements.

BMO Financial Group is hiring a Financial Advisor in Green Bay to provide investment and financial planning advice, grow assets, and support client relationships through managed and fee-based solutions.

Experienced sales professional needed to generate new business, support client relationships, and assist a Financial Advisor at an independent Palo Alto firm.

Nationwide Financial is seeking part-time Financial Services Representatives in Grandview Heights to support annuity transaction processing and deliver high-quality customer service during peak hours.

HTK seeks an experienced RIA Product Specialist to own and optimize advisory product offerings on Envestnet and TPAM programs while leading due diligence, onboarding, and education across the firm.