E-3 Visa Managing Director Jobs
Managing Director roles qualify for E-3 visa sponsorship when the position requires a bachelor's degree or higher in a directly related field such as business administration or management. Australian nationals can secure two-year renewable status with no lottery, making executive-level transitions to the U.S. straightforward for qualified candidates.
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Get Access To All JobsJob Title: Director, Managing Director - 401K Relationship Manager
The Role
The Managing Director (MD) is entrusted with a book of business of defined contribution. The Managing Director is the primary contact for the client and works in a team structure which is collectively responsible for managing, educating, resolving client issues, building relationships and meeting the needs of Plan Sponsors.
The Expertise and Skills You Bring
- College degree preferred or equivalent work-related experience.
- Series 7 and 63 required.
- 8 plus years of Relationship Management or Client Service experience; preferably within Retirement/401K industry.
- Your retirement plan record keeping and administration experience.
- Your relationship management experience.
- You have excellent verbal and written communication skills.
- Your excellent organization and time management skills and attention to detail.
- You have demonstrated problem-solving skills.
- Your effective presentation skills, influence and negotiation skills.
- Verifying client agreement about the issues and options before implementing with solutions. Developing, managing and maintaining strong client relationships.
- Building client relationship to highest level of decision makers.
- Planning and conducting effective in-person and/or phone meetings.
- Makes thorough plans and preparations for client meetings.
- Properly planning, influencing, and implementing Fidelity solutions to address needs.
- Differentiating Fidelity's benefits approach against competitive benefit solutions.
- Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consults with clients on qualified and potentially nonqualified plan design alternatives.
- Coordinating internal resources to provide analysis and recommendations to clients on design alternatives.
- The MD is responsible for analyzing the client's investment architecture and providing appropriate alternatives.
- Identifying key drivers and maintains consistent formal/informal contact with key client decision makers.
- Actively facilitating Investment Review meetings.
- Working closely and actively leads discussions with Investment to create effective investment strategies and develop solutions that benefit clients/Fidelity.
- Assisting Plan Sponsors with plan corrections, resolving operational defects, PSW navigation, providing plan and participant literature, and contribution inquiries.
- The MD is expected to own the client relationships for which they are accountable.
- This includes problem resolution on behalf of clients to produce a satisfactory outcome.
- The MD is considered the lead associate for the Book of Business with supporting functions (Client Service Manager, Testing and Reporting Analyst) providing services through the MD to the client.
- The MD is responsible for building and developing strong internal working relationships with Fidelity personnel in support of service delivery.
The Team
Building strong partnerships based on shared commitment to mutual goals. Sets the strategic direction for the plan and demonstrates ultimate ownership and accountability for the client relationship. Acts as the client’s “trusted advisor”.
Certifications:
Category:
Relationship Management
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Job Title: Director, Managing Director - 401K Relationship Manager
The Role
The Managing Director (MD) is entrusted with a book of business of defined contribution. The Managing Director is the primary contact for the client and works in a team structure which is collectively responsible for managing, educating, resolving client issues, building relationships and meeting the needs of Plan Sponsors.
The Expertise and Skills You Bring
- College degree preferred or equivalent work-related experience.
- Series 7 and 63 required.
- 8 plus years of Relationship Management or Client Service experience; preferably within Retirement/401K industry.
- Your retirement plan record keeping and administration experience.
- Your relationship management experience.
- You have excellent verbal and written communication skills.
- Your excellent organization and time management skills and attention to detail.
- You have demonstrated problem-solving skills.
- Your effective presentation skills, influence and negotiation skills.
- Verifying client agreement about the issues and options before implementing with solutions. Developing, managing and maintaining strong client relationships.
- Building client relationship to highest level of decision makers.
- Planning and conducting effective in-person and/or phone meetings.
- Makes thorough plans and preparations for client meetings.
- Properly planning, influencing, and implementing Fidelity solutions to address needs.
- Differentiating Fidelity's benefits approach against competitive benefit solutions.
- Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consults with clients on qualified and potentially nonqualified plan design alternatives.
- Coordinating internal resources to provide analysis and recommendations to clients on design alternatives.
- The MD is responsible for analyzing the client's investment architecture and providing appropriate alternatives.
- Identifying key drivers and maintains consistent formal/informal contact with key client decision makers.
- Actively facilitating Investment Review meetings.
- Working closely and actively leads discussions with Investment to create effective investment strategies and develop solutions that benefit clients/Fidelity.
- Assisting Plan Sponsors with plan corrections, resolving operational defects, PSW navigation, providing plan and participant literature, and contribution inquiries.
- The MD is expected to own the client relationships for which they are accountable.
- This includes problem resolution on behalf of clients to produce a satisfactory outcome.
- The MD is considered the lead associate for the Book of Business with supporting functions (Client Service Manager, Testing and Reporting Analyst) providing services through the MD to the client.
- The MD is responsible for building and developing strong internal working relationships with Fidelity personnel in support of service delivery.
The Team
Building strong partnerships based on shared commitment to mutual goals. Sets the strategic direction for the plan and demonstrates ultimate ownership and accountability for the client relationship. Acts as the client’s “trusted advisor”.
Certifications:
Category:
Relationship Management
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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Get Access To All JobsTips for Finding E-3 Visa Sponsorship in Managing Director
Frame your credentials around specialty occupation
U.S. consular officers assess whether a Managing Director role genuinely requires a degree, not just prefers one. Gather documentation showing your Australian degree equivalency and that the specific role mandates it, not just any business experience.
Target companies with existing E-3 filing history
Boards and executive search firms rarely advertise E-3 visa sponsorship willingness upfront. Search DOL Labor Condition Application disclosure data to identify companies that have filed E-3 LCAs for senior roles before approaching them.
Negotiate the offer before the LCA is filed
Your employer files the LCA with DOL before your visa application. Lock in your title, duties, and work location in the offer letter first, because changes after LCA certification can require refiling and delay your start date.
Use Migrate Mate's E-3 filing service for executive-level cases
Managing Director petitions draw more consular scrutiny around specialty occupation than junior roles. Migrate Mate's E-3 filing service handles your LCA, DS-160, and consulate preparation so your application reflects the role's complexity accurately.
Prepare a detailed role description for your interview
Bring a written summary of your Managing Director duties, reporting structure, and degree requirement to your consulate appointment. Officers often probe whether executive roles are genuinely specialty occupations or general management positions.
Clarify third-party worksite arrangements early
If your Managing Director role involves oversight of client sites or subsidiaries, your employer must still be your E-3 petitioner and demonstrate control over your work. Ambiguous structures create LCA complications, so confirm the employment relationship in writing before filing.
E-3 Visa Managing Director: Frequently Asked Questions
How do I find Managing Director jobs with E-3 visa sponsorship?
Migrate Mate lets you search Managing Director roles filtered by E-3 visa sponsorship, so you're only seeing employers open to Australian candidates. General job boards don't filter by visa type, which means most applications go to companies that haven't considered E-3 sponsorship at all. Starting your search on Migrate Mate saves you from pursuing roles where sponsorship was never on the table.
How much does it cost to get an E-3 visa?
Migrate Mate's E-3 filing service covers the entire process for $499, including the Labor Condition Application, visa document preparation, and consulate appointment guidance. Traditional immigration lawyers charge $2,000–$5,000+ for the same work. The E-3 has less paperwork than most work visas, so paying thousands for legal help is usually unnecessary.
Does a Managing Director role qualify as a specialty occupation for E-3 purposes?
It depends on how the role is defined. A Managing Director position qualifies when the employer can demonstrate the job normally requires a bachelor's degree in a specific field, such as business administration, finance, or a related discipline. Generalist executive roles without a clear degree requirement are more vulnerable to consular challenge, so the offer letter and job description need to be precise about educational requirements.
How does the E-3 compare to the H-1B for Managing Director positions?
The E-3 has no annual cap and no lottery, so your employer can file at any time and expect a predictable outcome without the uncertainty of H-1B visa registration. For senior executives, this matters because companies plan hiring around timelines. The E-3 is also renewable indefinitely in two-year increments, which gives Australian Managing Directors stable long-term status without the green card dependency that H-1B holders often face.
Can my E-3 status be maintained if I change companies as a Managing Director?
Yes, but you need a new LCA and E-3 visa tied to the new employer before you start. Unlike some visa categories, the E-3 doesn't have a portability provision that lets you transfer status mid-employment. If you're moving between executive roles, time the transition so your new employer's LCA is certified and your updated visa is in hand before your last day with the prior company.