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Mutual Fund Distributor Jobs (NOW HIRING)

US Bank

Mutual Fund Relationship Manager 3

Milwaukee, WI · Hybrid

$68K - $93K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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

KPMG

Mutual Fund Tax RIC- Manager, NYFS

New York, NY · On-site

$75K - $103K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

KPMG is currently seeking a Mutual Fund Tax - Manager to join our Business Tax Services practice ... Review and provide oversight of tax provision and distribution work papers for Regulated Investment ...

KPMG

Mutual Fund Tax RIC- Manager, NYFS

Stamford, CT

$73K - $100K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

KPMG is currently seeking a Mutual Fund Tax - Manager to join our Business Tax Services practice ... Review and provide oversight of tax provision and distribution work papers for Regulated Investment ...

KPMG

Mutual Fund Tax RIC- Manager, NYFS

New York, NY

$75K - $103K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

KPMG is currently seeking a Mutual Fund Tax - Manager to join our Business Tax Services practice ... Review and provide oversight of tax provision and distribution work papers for Regulated Investment ...

HSBC Global Services Limited

HSBC's Asset & Wealth Management is primarily responsible for driving mutual fund sales through distributor networks and client relationships, while ensuring compliance and delivering market insights ...

HSBC Global Services Limited

... for driving mutual fund sales through distributor networks ZjQcmQRYFpfptBannerStart HSBC's Asset & Wealth Management is primarily responsible for driving mutual fund sales through distributor ...

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All JobsMutual Fund Distributor Jobs

Mutual Fund Distributor information

See salary details

$60K

$89.8K

$161.5K

How much do mutual fund distributor jobs pay per year?

As of Aug 17, 2026, the average yearly pay for mutual fund distributor 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 distributor?

A Mutual Fund Distributor is a professional or entity that acts as an intermediary between mutual fund companies and investors. They help clients select suitable mutual fund schemes based on their financial goals, risk appetite, and investment horizon. Distributors also assist with the paperwork and processes involved in investing, provide ongoing portfolio advice, and may help with redemptions or switches. They typically earn commissions from mutual fund companies for the investments they facilitate.

What are the key skills and qualifications needed to thrive as a mutual fund distributor?

To thrive as a Mutual Fund Distributor, you need a solid understanding of financial markets, mutual fund products, and regulatory requirements, usually demonstrated by passing the AMFI/NISM certification in India or similar qualifications elsewhere. Familiarity with online trading platforms, CRM software, and mutual fund analysis tools is crucial for managing client portfolios and transactions efficiently. Excellent interpersonal skills, trustworthiness, and the ability to explain complex financial concepts clearly help build lasting client relationships. These skills and qualities are essential to guide clients toward suitable investment options and ensure regulatory compliance in a highly competitive industry.

What are some common challenges faced by mutual fund distributors in building and maintaining a client base?

Mutual Fund Distributors often face challenges such as navigating intense market competition, educating clients about the benefits and risks of mutual funds, and building trust with new investors. Establishing a strong, loyal client base requires excellent communication skills, regular follow-ups, and staying updated on market trends to provide personalized recommendations. Additionally, distributors must continually adapt to regulatory changes and leverage digital tools to enhance client engagement and streamline operations.

What is the difference between Mutual Fund Distributor vs Financial Advisor?

AspectMutual Fund DistributorFinancial Advisor
CredentialsTypically requires certification like NISM or AMFIOften holds certifications like CFP, NISM, or equivalent
Work EnvironmentPrimarily works with mutual fund products, often tied to specific companies or platformsProvides comprehensive financial planning, covering investments, insurance, and estate planning
Employer & IndustryFinancial institutions, mutual fund companies, or independentFinancial advisory firms, banks, or independent
Search & Comparison IntentFocuses on mutual fund sales and distributionOffers broader financial planning services

While both roles involve financial products, a Mutual Fund Distributor primarily sells mutual funds and requires specific certifications. A Financial Advisor provides comprehensive financial planning, including mutual funds, insurance, and estate planning, often holding broader certifications. The distributor's work is product-focused, whereas the advisor offers personalized financial strategies.

How do you become a mutual fund distributor?

To become a mutual fund distributor, you typically need to obtain a certification such as the National Institute of Securities Markets (NISM) certification in mutual funds, register with the relevant regulatory authority, and fulfill any licensing requirements. Strong knowledge of financial products, sales skills, and compliance with industry regulations are essential for success in this role.

How much do mutual fund distributors make?

Mutual fund distributors typically earn commissions or fees based on the amount of assets they manage or sell, with earnings ranging from a few thousand dollars annually for part-time agents to over $100,000 for experienced full-time professionals. Income depends on factors such as experience, client base, and the firm they work with, and many earn additional incentives or bonuses for performance. Certifications like the Certified Financial Planner (CFP) can enhance earning potential.

Is a mutual fund distributor a good career?

A mutual fund distributor is a sales professional who promotes and sells mutual funds to clients, often earning commissions and incentives. The role requires good communication skills, knowledge of financial products, and often a certification such as the NISM certification. It can be a rewarding career for those interested in finance and client interaction, with opportunities for growth and income based on performance.

What degree do you need to be a mutual fund distributor?

To become a mutual fund distributor, there is no specific degree requirement, but candidates typically need a high school diploma or equivalent. Many distributors pursue certifications such as the National Institute of Securities Markets (NISM) certification or similar licensing exams to operate legally and effectively in the field.
More about Mutual Fund Distributor jobs

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

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Mutual Fund Distributor jobs near you
Infographic showing various Mutual Fund Distributor job openings in the United States as of August 2026, with employment types broken down into 2% As Needed, 81% Full Time, 13% Part Time, and 4% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $89,770 per year, or $43.2 per hour.

Mutual Fund Services Administration Specialist

Oppenheimer & Co. Inc.

Manhattan, NY • On-site

$90K - $100K/yr

Full-time

Posted 6 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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