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Mutual Fund Distributor Jobs (NOW HIRING)

KPMG

Senior Associate, Mutual Fund Tax

Boston, MA

$88K - $109K/yr

Review of tax provision and distribution work papers for Regulated Investment Companies (RIC ... A minimum of three years of experience of mutual fund tax * BS/BA degree in accounting/finance or ...

KPMG

Senior Associate, Mutual Fund Tax

Boston, MA · On-site

$88K - $109K/yr

Review of tax provision and distribution work papers for Regulated Investment Companies (RIC ... A minimum of three years of experience of mutual fund tax * BS/BA degree in accounting/finance or ...

Ultimus Fund Solutions

Tax Administrator II

Hauppauge, NY · On-site

$63K - $70K/yr

Calculates fund distribution requirements to satisfy both income and excise requirements. * Prepares tax work papers and distribution analyses for mutual funds. * Determines the fund tax status of ...

Perpetual

Fund Operations Analyst

Philadelphia, PA · On-site

... distributor). This role will also provide the opportunity to support PAFS' oversight of fund ... Knowledge of mutual fund and intermediary structures is preferred. Equal opportunities statement At ...

J O Hambro

Fund Operations Analyst

Philadelphia, PA · On-site

... distributor). This role will also provide the opportunity to support PAFS' oversight of fund ... Knowledge of mutual fund and intermediary structures is preferred. Equal opportunities statement At ...

Dimensional Fund Advisors

Manager, Investment Tax

Austin, TX · Hybrid

$110K - $144K/yr

... class within a mutual fund. * Supports portfolio management to employ tax-loss harvesting ... Understand multi-class implications related to distribution calculations * Strong understanding of ...

ultimus

Tax Administrator II

Hauppauge, NY · On-site

Calculates fund distribution requirements to satisfy both income and excise requirements. * Prepares tax work papers and distribution analyses for mutual funds. * Determines the fund tax status of ...

BCForward

Quality Analyst

Milwaukee, WI · On-site

$23 - $24/hr

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

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Mutual Fund Distributor information

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$60K

$89.8K

$161.5K

How much do mutual fund distributor jobs pay per year?

As of Sep 7, 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 distributors also earn ongoing commissions or fees from their clients' investments.

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 requiring certifications like the Certified Financial Planner (CFP). The role offers earning potential through commissions and requires strong communication skills, financial knowledge, and regulatory compliance. It can be a stable career for those interested in finance and client interaction.
More about Mutual Fund Distributor jobs

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

The top searched job categories for Mutual Fund Distributor jobs are:

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 1% Internship, 1% As Needed, 82% Full Time, 12% Part Time, and 4% Contract. Highlights an 90% Physical, 4% Hybrid, and 6% Remote job distribution, with an average salary of $89,770 per year, or $43.2 per hour.

Senior Associate, Mutual Fund Tax

KPMG

Boston, MA

$88K - $109K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 5 days ago

Job description

At KPMG, you can become an integral part of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it is an investment in our people, our future, and what we stand for as a firm.

KPMG is currently seeking a Senior Associate to join our Business Tax Services practice.

Responsibilities:
  • Review of tax provision and distribution work papers for Regulated Investment Companies (RIC) including (but not limited to) the following: review Regulated Investment Company fiscal and excise tax provision work papers, review financial statement disclosures, and review annual book-to-tax adjustment analysis by examining the taxability of investment income/expenses, securities transactions, and complex derivatives including futures, options, and swaps; prepare income and capital estimates of RIC distributions
  • Review work papers and other documents to support client deliverables
  • Review disclosures included in semi-annual financial statements
  • Review quarterly and annual IRC asset compliance testing
  • Participate in technical training to develop skills
  • Develop investment tax and other accounting skills
Qualifications:
  • A minimum of three years of experience of mutual fund tax
  • BS/BA degree in accounting/finance or equivalent work experience
  • Understanding of accounting and tax concepts, practices, and procedures is required
  • Strong client service skills, team attitude and attention to detail
  • Ability to understand financial statements and fund accounting reports and spreadsheets
  • Proficient in Microsoft Excel and Word
KPMG LLP and its affiliates and subsidiaries (“KPMG”) complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work.

Follow this link to obtain salary ranges by city outside of CA:
https://kpmg.com/us/en/how-we-work/pay-transparency.html/?id=M310B_4_26

KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state, or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please.

KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them.

Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

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