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Mutual Fund Distributor Jobs (NOW HIRING)

Draft, review, and negotiate a broad range of agreements related to fund distribution, intermediary ... Experience supporting mutual funds, ETFs, and closed-end funds, including governance, disclosure ...

Draft, review, and negotiate a broad range of agreements related to fund distribution, intermediary ... Experience supporting mutual funds, ETFs, and closed-end funds, including governance, disclosure ...

Draft, review, and negotiate a broad range of agreements related to fund distribution, intermediary ... Experience supporting mutual funds, ETFs, and closed-end funds, including governance, disclosure ...

Draft, review, and negotiate a broad range of agreements related to fund distribution, intermediary ... Experience supporting mutual funds, ETFs, and closed-end funds, including governance, disclosure ...

SVP, Senior Counsel

Manhattan, NY · On-site

$153K - $208K/yr

Draft, review, and negotiate a broad range of agreements related to fund distribution, operations ... Significant experience supporting mutual funds, ETFs, and closed-end funds, including governance ...

SVP, Senior Counsel

Newport Beach, CA · On-site

$149K - $203K/yr

Draft, review, and negotiate a broad range of agreements related to fund distribution, operations ... Significant experience supporting mutual funds, ETFs, and closed-end funds, including governance ...

SVP, Senior Counsel

Newport Beach, CA · On-site

$149K - $203K/yr

Draft, review, and negotiate a broad range of agreements related to fund distribution, operations ... Significant experience supporting mutual funds, ETFs, and closed-end funds, including governance ...

Perform review of periodic dividend and capital gain distributions * Perform final review of ... Understanding of mutual fund and GAAP requirements required * Strong customer service skill are ...

Sales Trainee

Manhattan, NY · On-site

$65K - $70K/yr

... on the distribution channel. Internal Wholesaler Position: The Internal Wholesaler, in conjunction with the Regional Vice President, is responsible for the sale of mutual fund products and ETFs ...

Sr Portfolio Manager

NY · On-site +1

$125K - $175K/yr

... distribution of the model portfolios to the firm's financial advisors. The expected base salary ... Stay current on macroeconomic trends, capital markets, and the evolving mutual fund and ETF ...

Showing results 41-60

Mutual Fund Distributor information

See salary details

$60K

$89.8K

$161.5K

How much do mutual fund distributor jobs pay per year?

As of Sep 6, 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
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.

Distribution and Expense Services Analyst

US Bank

Oshkosh, WI

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 10 days ago


U.S. Bank rating

8.1

Company rating: 8.1 out of 10

Based on 364 frontline employees who took The Breakroom Quiz

67th of 175 rated banks


Job description

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.

Job Description

As a Distribution and Expense Services ("DES") Analyst, you will be assigned to an operational servicing team within the Fund Administration department who helps support the day-to-day distribution and expense operations of exchange-traded funds ("ETF"), mutual funds and/or closed end funds. In Fund Administration, we value clients first and employees always. We take pride in doing the right thing each and every day in a fun, challenging and fulfilling environment. Our leadership and team mentors are committed to you, and we will provide you with an array of resources and teaching methodologies to help you succeed and grow as a financial professional and future leader.

As a DES Analyst, you will spend key time:

  • Calculating and projecting income and capital gain distribution estimates for clients.
  • Accurately and timely calculating, reconciling and paying out dividends and capital gains for ETF and mutual fund products. Including preparing and processing dividend and capital gain distribution files.
  • Validate distribution rates, components, and tax classifications (e.g., ordinary income, qualified dividends, capital gains, return of capital) and review vendor reporting and income projections.
  • Collaborating with fund administrators, tax administrators, fund accountants, transfer agents, custodians, index providers and exchanges.
  • Support daily financial operations for ETF and mutual fund products by processing invoices, managing vendor relationships, and ensuring accurate allocation of fund expenses.
  • Maintain organized records and ensure compliance with internal controls.
  • Work closely with internal teams and external service providers.
  • Developing knowledge to empower you to mentor teammates, use problem-solving skills and begin to communicate effectively with mid-level and senior-level Fund Administrators.
Basic Qualifications
  • Bachelor's degree in accounting or finance, or equivalent work experience
  • One to two years of related work experience

Preferred Skills/Experience

  • General knowledge of ETFs, mutual funds, other investments and security types
  • Basic understanding of accounting principles
  • Acknowledgement of ethics and compliance
  • Strong analytical and problem-solving skills
  • Organized and attentive to detail
  • Ability to manage multiple tasks, projects and deadlines simultaneously
  • Ability to perform under tight deadlines
  • Process-oriented mindset with interest in automation and workflow improvement
  • Effective verbal and written communication skills
  • Proficient computer navigation skills
  • Experience with Microsoft Excel
  • Willingness to learn new and sometimes complex concepts

If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to ourdisability accommodations for applicants.

Benefits:

Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

  • Healthcare (medical, dental, vision)

  • Basic term and optional term life insurance

  • Short-term and long-term disability

  • Pregnancy disability and parental leave

  • 401(k) and employer-funded retirement plan

  • Paid vacation (from two to five weeks depending on salary grade and tenure)

  • Up to 11 paid holiday opportunities

  • Adoption assistance

  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Review our full benefits available by employment status here.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about theE-Verify program.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $60,435.00 - $71,100.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.


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About U.S. Bank

Sourced by ZipRecruiter

U.S. Bank is a reputable and established financial institution that plays a significant role in the banking sector. With a history spanning over 150 years, U.S. Bank has built a strong foundation of trust and reliability. As a comprehensive bank, they offer a wide array of financial products and services to cater to the diverse needs of their customers, including individuals, businesses, and communities. Customer satisfaction is of utmost importance to U.S. Bank. They prioritize delivering exceptional service and fostering long-term relationships with their clients. Through their extensive network of branches and advanced digital banking platforms, U.S. Bank ensures convenient access to their services, empowering customers to manage their finances efficiently and securely.

Industry

Banking and credit intermediation

Company size

10,000+ Employees

Headquarters location

Minneapolis, MN, US

Year founded

1863

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