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Mutual Fund Distributor Jobs (NOW HIRING)

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

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 ...

ultimus

Tax Administrator I

Columbus, OH

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 ...

Rise Vest

Fund Manager

Keller, VA · Hybrid

$65K - $89K/yr

... mutual funds, portfolio mandates, structured products, and digital investment offerings. * Build ... fund distribution models. * Strong quantitative, financial modelling, data analysis, and problem ...

Rise Vest

Fund Manager

Keller, VA · On-site

$65K - $89K/yr

... mutual funds, portfolio mandates, structured products, and digital investment offerings. * Build ... fund distribution models. * Strong quantitative, financial modelling, data analysis, and problem ...

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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 Jul 13, 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.

How much do MF distributors earn?

Mutual fund distributors typically earn commissions or fees based on the amount of assets they manage or sell, with earnings often ranging from 1% to 2% of the invested amount annually. Their income can vary widely depending on their experience, client base, and the volume of transactions they handle, with some earning a few thousand to several lakhs per month. Successful distributors often build long-term client relationships and may also earn performance-based incentives.

What is the 80% rule for mutual funds?

The 80% rule for mutual funds typically refers to the guideline that a fund should hold at least 80% of its assets in securities within its stated investment category. Mutual fund distributors should understand this rule to advise clients on fund composition and risk management, especially when recommending funds aligned with specific investment strategies.

What does a distributor do for a mutual fund?

A mutual fund distributor is responsible for selling mutual fund products to investors, providing information about fund options, and assisting with account setup. They often work with financial advisors and clients to recommend suitable investments and ensure compliance with regulations.

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.

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.

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.
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 July 2026, with employment types broken down into 79% Full Time, 19% Part Time, and 2% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $89,770 per year, or $43.2 per hour.

Fund Operations Analyst

J O Hambro

Philadelphia, PA • On-site

Full-time

Re-posted 2 days ago

Job description

Fund Operations Analyst
Berwyn, Pennsylvania
Hyrbid, Full-time
Prime Purpose Of Role
The Fund Operations Analyst will be part of a growing team that supports the day-to-day operations of registered and private funds sponsored by Perpetual Americas Funds Services ("PAFS"). This role involves working with PAFS' operations, finance, legal and compliance teams, as well as our key third-party service providers (fund administrator, transfer agent, custodian and distributor). This role will also provide the opportunity to support PAFS' oversight of fund accounting, valuation and financial reporting.
It is important for this individual to have exceptional organizational skills, strong attention to detail and the ability to effectively communicate with various internal and external stakeholders. Business related undergraduate degree (Business / Accountancy / Economics etc.) or equivalent experience, including experience in asset management operations, third-party fund administration, or the securities industry, is preferred.
About PAFS:
Perpetual Americas Funds Services ("PAFS") serves as sponsor to Perpetual Americas Funds Trust (the "Trust"), a multi-affiliate mutual fund trust, as well as a series of Delaware Statutory Trusts ("Ryder Court") together the "Funds". PAFS is a wholly owned subsidiary of Perpetual Limited, an Australia listed asset manager.
Main Responsibilities
  • Assist with the oversight of the fund's third-party service providers, including administrator, custodian and transfer agent.
  • Manage day-to-day operational responsibilities, and effectively and collaboratively identify, escalate and manage operational issues and risks.
  • Support various activities in relation to fund expenses, invoices, and accruals.
  • Collaborate and work closely with cross-functional teams and affiliated boutiques to support the fund platform.
  • Participate in audits and other related project work as applicable.
  • Assist with the preparation of fund and internal / committee reporting and documentation.
  • Participate in various fund-related initiatives, such as new product launches, fund mergers, reorganizations, and liquidations.
  • Assist with the review and/or preparation of regulatory filings.
  • Assist with subscription and redemption requests for our private fund

Key Skills/Capabilities
  • Excellent communication skills.
  • An effective team player.
  • Ability to operate in a fast-paced, changing environment, handling a wide variety of tasks.
  • High level of self-motivation, with strong personal integrity and ethics.
  • Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint)
  • Knowledge of mutual fund and intermediary structures is preferred.

Equal opportunities statement
At J O Hambro Capital Management (JOHCM), we are committed to fostering a workplace that embraces diversity, equity, and inclusion. We believe that every individual, regardless of their race, gender, sexual orientation, age, religion, disability, or any other characteristic, brings unique perspectives and strengths to our team. We are dedicated to providing equal opportunities for all qualified candidates and creating an environment where everyone feels valued, respected, and empowered to contribute their best work. We actively encourage applications from individuals with diverse backgrounds and experiences, as we strive to build a workforce that reflects the rich tapestry of our global community. Join us in our journey to cultivate an inclusive workplace where talent thrives and where everyone has an equal opportunity to excel and succeed.

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