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Mutual Fund Distributor Jobs (NOW HIRING)

HSBC Global Services Limited

Ltd. - Sales & Distribution team. Principal Responsibilities * Build and maintain strong ... Should have a thorough understanding of Mutual Fund products. * Proficiency with MS Office

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 I

Columbus, OH · 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 ...

Manulife and John Hancock

Tax Analyst

Boston, MA · On-site

$61K - $103K/yr

Prepare and review complex mutual fund tax provisions, audit workpapers, and federal, state, and ... Perform earnings & profits calculations, book-to-tax analyses, distribution impacts, RIC ...

Manulife

Tax Analyst

Boston, MA · Hybrid

$61K - $103K/yr

Prepare and review complex mutual fund tax provisions, audit workpapers, and federal, state, and ... Perform earnings & profits calculations, booktotax analyses, distribution impacts, RIC ...

HSBC Global Services Limited

The role is responsible for managing the distributor channel network (viz Banks, National ... A good understanding of mutual fund products. * Strong selling skills & commercial acumen * Good ...

Cambridgeassociates

Fund Solution Associate

Boston, MA

$75K - $102K/yr

... mutual funds, investment companies, or fund-of-funds structures. * Understanding of partnership accounting and closed-end fund structures, including capital calls, distributions, management fees.

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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 Jun 12, 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 the meaning of mutual?

In the context of a mutual fund distributor, 'mutual' refers to mutual funds, which are investment vehicles that pool money from many investors to buy a diversified portfolio of securities. The term indicates shared or collective ownership, emphasizing that the fund's assets are collectively owned by all investors. Understanding this helps a mutual fund distributor explain investment options to clients effectively.

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 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.

Is a mutual a friend?

A mutual fund distributor is a professional who helps clients invest in mutual funds by providing advice and managing transactions. They do not have a personal relationship with clients beyond their professional role and focus on financial services and investment guidance.

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.

What are the key skills and qualifications needed to thrive as a Mutual Fund Distributor, and why are they important?

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 does being mutual mean?

In the context of a mutual fund distributor, being mutual refers to the mutual fund industry, which involves managing and selling pooled investment funds to clients. Distributors need to understand mutual fund products, regulations, and client needs to effectively promote and sell these investments.

Does mutual mean love?

In the context of a mutual fund distributor, the term 'mutual' does not relate to love but refers to mutual funds, which are investment vehicles pooling money from many investors to buy securities. The job involves financial advising, sales, and understanding investment products, with no connection to the meaning of 'mutual' as love.
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 June 2026, with employment types broken down into 2% As Needed, 78% Full Time, 19% Part Time, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $89,770 per year, or $43.2 per hour.

AVP - Sales and Distribution

HSBC Global Services Limited

On-site

Full-time

Posted 7 days ago

Job description

Some careers open more doors than others. 

If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

 

Business Descriptor:

International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance. HSBC Asset Management, the investment management business of the HSBC Group, invests on behalf of HSBC’s worldwide customer base of retail and private clients, intermediaries, corporates and institutions through both segregated accounts and pooled funds. HSBC Asset Management connects HSBC’s clients with investment opportunities around the world through an international network of offices in 23 countries and territories, delivering global capabilities with local market insight. 

We are currently seeking an experienced professional to join the HSBC Global Asset Management (India) Pvt.Ltd. – Sales & Distribution team.

 

Principal Responsibilities

  • Build and maintain strong relationships with mapped MFDs, Banks & NDs to drive business growth.
  • Drive sales initiatives and conduct events for MFDs and their clients.
  • Provide Operational support and resolve back-office issues, queries.
  • Update sellers on product strategy and market conditions, conduct product trainings & keep track on performance matrix/sales MIS.
  • Work closely with mapped channels & increase sales efficiency & productivity.
  • Significantly increase the market share of AMC in across channel.
  • Regular follow up with all mapped channels for effective conversion.
  • Develop and implement strategy to achieve planned sales target.

 

Role Requirements

 

  • Strong interpersonal & Communication Skills – Written & Verbal
  • Presentation & Sales skills
  • Should have a thorough understanding of Mutual Fund products.
  • Proficiency with MS Office
  • Ability to understand and analyse financial / economic data.
  • Ensure compliance with all regulatory framework and risk guidelines.

 

Education Qualifications: Any Graduate/Postgraduate, MBA/PGDM

 

Pro-tip : Familiarity with AI-enabled tools is an advantage.

·       Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required.

Certifications: NISM VA Mutual Fund Distributors Certification Exam

 

Experience: 1-3 years relevant experience in financial services industry (AMC/Bank/NBFC/Broking firm) is preferred.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment.

Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited, India

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