E-3 Visa Regional Vice President Jobs
Regional Vice President roles qualify for E-3 visa sponsorship when the position requires a bachelor's degree in a relevant field such as business administration, management, or a related specialty. Australian nationals can secure two-year E-3 status with no lottery and renew indefinitely, making this one of the most practical paths into senior U.S. leadership.
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The Regional VP, Executives Services (ES) functions as a general manager for an assigned team of Executive Planning Consultants (EPCs) and Benefits Planning Consultants (BPCs). The Regional VP is responsible for hiring, training, coaching, managing, and leading their assigned team to drive greater satisfaction levels, increased planning and solutions, and market share growth with plan sponsors and their Executives. The individual will lead and hold accountable their respective team to effectively execute on the Executive Services model. In addition, the Regional VP will work closely with their team to address a broad set of plan sponsor and Executive needs. This will require collaboration with internal and external business partners including WI Relationship Management and Sales, WI Participant Engagement, PI Sales & Service Model, WI/PI “spokes”, a broad range of product teams, as well as various areas within SAI, Trust, OSG, Fidelity Institutional, and LRC to identify and implement coordinated solutions and address complex issues. The Regional VP must also ensure that their team acquires and maintains superior interaction skills and industry/planning knowledge to appropriately serve the dynamic needs of corporate executives. This individual is also responsible for compliance with investment industry policies, procedures and processes associated with all corporate regulatory, compliance, and audit requirements and activities. The Regional VP will report to and work collaboratively with the Regional Head within the Fidelity Workplace Wealth Planning Group, to provide input and help shape a Fidelity-wide Executive Services offering that drives loyalty and business growth.
Primary Responsibilities
- Responsible for the hiring, training, performance management, coaching and development of ES staff. Responsible for on boarding and cultural integration of new ES associates
- Accountable for overall business results within their territory – including but not limited to loyalty and AUA/AUM growth
- Overall responsibility for ensuring consistent use and implementation of technology, training, and other new initiatives/priorities
- Support the ES team to drive improvements to the overall offering, products, systems, processes, policies, and procedures that can help enhance the Executive experience, Plan Sponsor experience, business growth and associate satisfaction
- Accountable for ensuring compliance with regulatory requirements; perform periodic reviews and compliance audits. Manage all relationship and sales practice and Plan Sponsor escalations. Oversight for all audit related issues; institute processes to ensure compliance as required
- Manage cross-company partnerships and alliances designed to acquire and drive business opportunities. Develop and maintain business partner relationships and participate in corporate leadership activities (multi market/local events, national and channel meetings, market meetings, etc.) translating and communicating information and strategy for ES staff
- Provide input to help shape the evolution of the Executive Services offering
- Oversee the management of the physical space both internally and externally
Other Responsibilities
- Partner with PWI teams to help define launch/implementation plan details including positioning, key messages, and marketing materials
- Participate as needed in sales and relationship management activities with Plan Sponsors and Executives
- Work across PWI to analyze current state and identify potential improvements. Participate in cross-functional working teams to clarify and validate new initiatives
- Help develop and monitor new deliverables to ensure appropriate design and implement pilot programs to evaluate effectiveness
- Partner with LRC to implement and deliver new policies, technologies, and operational efficiencies to comply with ongoing/evolving regulatory obligations
- Following standard practices, help prepare any necessary information, reports, or proposals to address client issues or business development opportunities
- Help manage ES infrastructure including relationship management, processing, and service
- Establish and maintain working relationships internally (product, marketing, and distribution) and externally (key centers of influence at Plan Sponsors)
Education And Experience
- Series 7 (General Securities) and Series 9/10 (General Supervisory Principal) and Series 66 (Investment Advisor) licenses required.
- Bachelor's degree and advanced degree preferred. CFP, CFA or equivalent recommended.
- Deep knowledge in institutional sales & relationship management, wealth planning and benefits guidance preferred.
- A minimum of 10+ years of relevant financial services experience required and proven track record in sales management. Relevant HNW client experience in dealing with complex wealth management issues.
- Proven track record of building and maintaining high-performing teams
Skills And Knowledge
- Solid understanding of workplace benefits plans, High Net Worth products and services, consultative skills, and planning/guidance tools.
- Superior presentation and communication skills with the ability to interface at any level within and outside the firm
- Strong interpersonal skills and a team player
- Ability to navigate through a complex, multi-level business environment to deliver results
- Ability to work through ambiguity and manage multiple conflicting priorities
- Comfortable operating independently while effectively collaborating with business partners to achieve goals
- Strong analytical capabilities
- Excellent planning, organizing and time management skills
- Strong Microsoft Excel and PowerPoint skills, with the ability to create executive-level/ UHNW communications and presentations.
- Ability to travel up to 50%
The base salary range for this position is $96,000-$210,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Note, the application window closes when the position is filled or unposted. 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.
Certifications
Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA
Category
Sales
Job Description
The Regional VP, Executives Services (ES) functions as a general manager for an assigned team of Executive Planning Consultants (EPCs) and Benefits Planning Consultants (BPCs). The Regional VP is responsible for hiring, training, coaching, managing, and leading their assigned team to drive greater satisfaction levels, increased planning and solutions, and market share growth with plan sponsors and their Executives. The individual will lead and hold accountable their respective team to effectively execute on the Executive Services model. In addition, the Regional VP will work closely with their team to address a broad set of plan sponsor and Executive needs. This will require collaboration with internal and external business partners including WI Relationship Management and Sales, WI Participant Engagement, PI Sales & Service Model, WI/PI “spokes”, a broad range of product teams, as well as various areas within SAI, Trust, OSG, Fidelity Institutional, and LRC to identify and implement coordinated solutions and address complex issues. The Regional VP must also ensure that their team acquires and maintains superior interaction skills and industry/planning knowledge to appropriately serve the dynamic needs of corporate executives. This individual is also responsible for compliance with investment industry policies, procedures and processes associated with all corporate regulatory, compliance, and audit requirements and activities. The Regional VP will report to and work collaboratively with the Regional Head within the Fidelity Workplace Wealth Planning Group, to provide input and help shape a Fidelity-wide Executive Services offering that drives loyalty and business growth.
Primary Responsibilities
- Responsible for the hiring, training, performance management, coaching and development of ES staff. Responsible for on boarding and cultural integration of new ES associates
- Accountable for overall business results within their territory – including but not limited to loyalty and AUA/AUM growth
- Overall responsibility for ensuring consistent use and implementation of technology, training, and other new initiatives/priorities
- Support the ES team to drive improvements to the overall offering, products, systems, processes, policies, and procedures that can help enhance the Executive experience, Plan Sponsor experience, business growth and associate satisfaction
- Accountable for ensuring compliance with regulatory requirements; perform periodic reviews and compliance audits. Manage all relationship and sales practice and Plan Sponsor escalations. Oversight for all audit related issues; institute processes to ensure compliance as required
- Manage cross-company partnerships and alliances designed to acquire and drive business opportunities. Develop and maintain business partner relationships and participate in corporate leadership activities (multi market/local events, national and channel meetings, market meetings, etc.) translating and communicating information and strategy for ES staff
- Provide input to help shape the evolution of the Executive Services offering
- Oversee the management of the physical space both internally and externally
Other Responsibilities
- Partner with PWI teams to help define launch/implementation plan details including positioning, key messages, and marketing materials
- Participate as needed in sales and relationship management activities with Plan Sponsors and Executives
- Work across PWI to analyze current state and identify potential improvements. Participate in cross-functional working teams to clarify and validate new initiatives
- Help develop and monitor new deliverables to ensure appropriate design and implement pilot programs to evaluate effectiveness
- Partner with LRC to implement and deliver new policies, technologies, and operational efficiencies to comply with ongoing/evolving regulatory obligations
- Following standard practices, help prepare any necessary information, reports, or proposals to address client issues or business development opportunities
- Help manage ES infrastructure including relationship management, processing, and service
- Establish and maintain working relationships internally (product, marketing, and distribution) and externally (key centers of influence at Plan Sponsors)
Education And Experience
- Series 7 (General Securities) and Series 9/10 (General Supervisory Principal) and Series 66 (Investment Advisor) licenses required.
- Bachelor's degree and advanced degree preferred. CFP, CFA or equivalent recommended.
- Deep knowledge in institutional sales & relationship management, wealth planning and benefits guidance preferred.
- A minimum of 10+ years of relevant financial services experience required and proven track record in sales management. Relevant HNW client experience in dealing with complex wealth management issues.
- Proven track record of building and maintaining high-performing teams
Skills And Knowledge
- Solid understanding of workplace benefits plans, High Net Worth products and services, consultative skills, and planning/guidance tools.
- Superior presentation and communication skills with the ability to interface at any level within and outside the firm
- Strong interpersonal skills and a team player
- Ability to navigate through a complex, multi-level business environment to deliver results
- Ability to work through ambiguity and manage multiple conflicting priorities
- Comfortable operating independently while effectively collaborating with business partners to achieve goals
- Strong analytical capabilities
- Excellent planning, organizing and time management skills
- Strong Microsoft Excel and PowerPoint skills, with the ability to create executive-level/ UHNW communications and presentations.
- Ability to travel up to 50%
The base salary range for this position is $96,000-$210,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Note, the application window closes when the position is filled or unposted. 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.
Certifications
Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA
Category
Sales
See all E-3 Visa Regional Vice President Jobs
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Get Access To All JobsTips for Finding E-3 Visa Sponsorship in Regional Vice President
Translate your credentials for U.S. employers
Australian three-year bachelor's degrees are generally accepted as equivalent to U.S. four-year degrees for E-3 visa purposes, but document that equivalency upfront. A credential evaluation letter prevents delays when HR questions your qualifications during offer review.
Target companies with existing visa infrastructure
Search DOL's Labor Condition Application disclosure data to identify employers who have filed LCAs for senior management and director-level roles. Established sponsorship infrastructure matters more at the VP level than company size alone.
Frame your Australian market expertise as a strategic asset
Regional VP candidates often manage cross-border portfolios. Positioning your APAC market knowledge as complementary to a U.S.-based remit gives hiring managers a business case for sponsorship beyond just filling a vacancy.
Get the LCA filed before accepting a formal offer
Your employer must file and receive DOL certification for the Labor Condition Application before your consulate appointment. Confirm your hiring manager has engaged their immigration team at the term-sheet stage, not after the offer letter is signed.
Use Migrate Mate to streamline your filing process
VP-level roles involve prevailing wage determinations and specialty occupation justifications that vary by industry. Use Migrate Mate's E-3 filing service to handle your LCA and visa paperwork so your employer isn't managing the process without specialist support.
Clarify reporting structure to support specialty occupation status
E-3 approval requires the role to qualify as a specialty occupation. For VP titles, USCIS scrutinises whether the position genuinely requires a degree-level professional. A detailed organisational chart showing direct reports and strategic scope strengthens this case significantly.
E-3 Visa Regional Vice President: Frequently Asked Questions
How do I find Regional Vice President jobs that offer E-3 visa sponsorship?
Migrate Mate is purpose-built for this search. It surfaces Regional Vice President roles where employers have active E-3 or LCA filing history, so you're not cold-applying to companies that have never sponsored an Australian national. Filter by role and industry to focus your outreach on decision-makers already familiar with the E-3 process.
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 Regional Vice President role actually qualify as a specialty occupation for E-3 purposes?
It can, but the title alone doesn't guarantee approval. USCIS looks at whether the role normally requires a bachelor's degree in a specific field. A VP of Finance, VP of Engineering, or VP of Marketing with clear degree requirements in those disciplines typically qualifies. A general operations VP with no specific degree requirement is harder to support and may need additional documentation.
How does the E-3 compare to the H-1B for a Regional Vice President role?
The E-3 has no annual lottery and no cap, so your employer can file any time of year and expect a decision within weeks rather than waiting for an October start date. H-1B visa selection is random and capped at 85,000 registrations annually. For a senior hire, the E-3's predictability is a practical advantage that most U.S. employers with Australian candidates prefer once they understand the option.
Can I negotiate my E-3 visa terms if I'm changing roles or moving to a new employer?
The E-3 is employer-specific and role-specific. If you move to a new company or your title and responsibilities change substantially, your new employer must file a fresh LCA and you'll need a new visa stamp at your next consulate appointment. Unlike some other visa categories, there's no formal portability provision, so build transition planning into any negotiation before you resign your current position.