Financial Services Account Executive Jobs for OPT Students
Financial Services Account Executive roles on OPT require active F-1 work authorization and typically fall under STEM-adjacent or business degree categories. Most positions involve client acquisition, relationship management, and financial product sales, giving OPT students strong H-1B sponsorship exposure at banks, brokerages, and fintech firms.
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At CDW, we make it happen, together. Trust, connection, and commitment are at the heart of how we work together to deliver for our customers. It’s why we’re coworkers, not just employees. Coworkers who genuinely believe in supporting our customers and one another. We collectively forge our path forward with a level of commitment that speaks to who we are and where we’re headed. We’re proud to share our story and Make Amazing Happen at CDW.
Job Summary
CDW is seeking a Financial Services Account Executive (AE), to work in cross functional teams. This mid-level position is responsible for driving sales in a specialized portfolio of clients. You must possess a high need to collaborate with internal and external stakeholders. The AE demands strong account management skills, including Supplier Diversity, RFx, VPAs, EDI/Epro. Working as an AE you will demonstrate a deep understanding of CDW's technology solutions and a consultative approach to sales. As an AE you are expected to not only drive new business, but also expand and deepen relationships with existing clients by offering strategic, customized solutions. The AE will collaborate closely with internal stakeholders, including marketing, product teams, and delivery managers, to tailor solutions that align with clients’ business objectives.
We are currently pipelining talent for the Northeast region in anticipation of future needs.
What you will do:
- Develop and execute sales strategies to drive revenue growth and expand the client base, focusing on both new and existing accounts.
- Cultivate and maintain strong relationships with key decision-makers within customer organizations, often at the senior and C-level.
- Leverage consultative sales techniques to assess client needs and propose comprehensive solutions, including cross-selling CDW’s products and services.
- Prioritizing Accounts and Opportunities: Independently assess our book of business using key criteria such as customer potential, competitive advantage, relationship depth, and strategic alignment. Work with sales leadership to balance short-term targets with long-term growth potential, identifying underpenetrated areas within key accounts.
- Developing an Account Strategy: Execute account strategies by setting clear objectives, aligning with customer priorities, and identifying tactical plays. Collaborate with solution architects and principal AEs to develop scalable plans that anticipate risk and include measurable success metrics.
- Time-Constrained Discovery: Lead discovery conversations by identifying key business needs, defining success criteria, and gathering relevant insights. Must articulate the value of discovery, actively listening to the stakeholder's input, and respecting time constraints to ensure productive and respectful interactions.
- Aligning to the Customer’s Buying Cycle: Guide your customers through the buying cycle by understanding internal processes, and timeline constraints, augmenting your approach as needed. As a consultant, you will maintain forward momentum while addressing risks and objections collaboratively.
- Conveying Value: Build credibility through subject matter knowledge, account insight, and personalized solution positioning. Be able to connect customer centric outcomes with CDW’s capabilities. Validate mutual business understanding, defining affected priorities, engaging in discussions about the value of the offering, and establishing clear impact measurement metrics.
- Managing Stakeholders: Proactively engage across organizations. Tailor your communications based on role, and responsibility while balancing stakeholder and seller interests, re-validating stakeholder interests, tailoring the value message to individual stakeholders, and collaboratively co-creating a solution are essential steps for building meaningful and successful relationships.
What we expect of you:
- A minimum of 3-5 years of direct selling experience in a Financial Services customer-facing sales environment.
- Bachelor’s degree in a STEM-related field, Business Administration, or equivalent practical experience.
- General understanding of key technologies, including but not limited to Cisco, Microsoft, IBM, EMC, and HP, as well as competitive equivalents.
- Exceptional verbal and written communication skills, with the ability to engage effectively with stakeholders at all levels.
- Proven sales expertise, with a demonstrated ability to meet targets and inspire enthusiasm in the sales process.
- Strong strategic planning, time management, and organizational skills, with a keen attention to detail.
Pay range: $40,000 - $64,000, depending on experience and skill set. Annual bonus target of 150% subject to terms and conditions of plan.
Benefits overview:
https://cdw.benefit-info.com/
Salary ranges may be subject to geographic differentials.
We make technology work so people can do great things.
CDW is a leading multi-brand provider of information technology solutions to business, government, education and healthcare customers in the United States, the United Kingdom and Canada. A Fortune 500 company and member of the S&P 500 Index, CDW helps its customers to navigate an increasingly complex IT market and maximize return on their technology investments. Together, we unite. Together, we win. Together, we thrive.
CDW is an equal opportunity employer. All qualified applicants will receive consideration for employment without regards to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status or any other basis prohibited by state and local law. CDW is committed to fostering an equitable, transparent, and respectful hiring process for all applicants. During our application process, CDW’s goal is to get to know you as an applicant and understand your experience, strengths, skills, and qualifications. While AI can help you present yourself more clearly and effectively, the essence of your application should be authentically yours. To learn more, please review CDW's AI Applicant Notice.
Description
At CDW, we make it happen, together. Trust, connection, and commitment are at the heart of how we work together to deliver for our customers. It’s why we’re coworkers, not just employees. Coworkers who genuinely believe in supporting our customers and one another. We collectively forge our path forward with a level of commitment that speaks to who we are and where we’re headed. We’re proud to share our story and Make Amazing Happen at CDW.
Job Summary
CDW is seeking a Financial Services Account Executive (AE), to work in cross functional teams. This mid-level position is responsible for driving sales in a specialized portfolio of clients. You must possess a high need to collaborate with internal and external stakeholders. The AE demands strong account management skills, including Supplier Diversity, RFx, VPAs, EDI/Epro. Working as an AE you will demonstrate a deep understanding of CDW's technology solutions and a consultative approach to sales. As an AE you are expected to not only drive new business, but also expand and deepen relationships with existing clients by offering strategic, customized solutions. The AE will collaborate closely with internal stakeholders, including marketing, product teams, and delivery managers, to tailor solutions that align with clients’ business objectives.
We are currently pipelining talent for the Northeast region in anticipation of future needs.
What you will do:
- Develop and execute sales strategies to drive revenue growth and expand the client base, focusing on both new and existing accounts.
- Cultivate and maintain strong relationships with key decision-makers within customer organizations, often at the senior and C-level.
- Leverage consultative sales techniques to assess client needs and propose comprehensive solutions, including cross-selling CDW’s products and services.
- Prioritizing Accounts and Opportunities: Independently assess our book of business using key criteria such as customer potential, competitive advantage, relationship depth, and strategic alignment. Work with sales leadership to balance short-term targets with long-term growth potential, identifying underpenetrated areas within key accounts.
- Developing an Account Strategy: Execute account strategies by setting clear objectives, aligning with customer priorities, and identifying tactical plays. Collaborate with solution architects and principal AEs to develop scalable plans that anticipate risk and include measurable success metrics.
- Time-Constrained Discovery: Lead discovery conversations by identifying key business needs, defining success criteria, and gathering relevant insights. Must articulate the value of discovery, actively listening to the stakeholder's input, and respecting time constraints to ensure productive and respectful interactions.
- Aligning to the Customer’s Buying Cycle: Guide your customers through the buying cycle by understanding internal processes, and timeline constraints, augmenting your approach as needed. As a consultant, you will maintain forward momentum while addressing risks and objections collaboratively.
- Conveying Value: Build credibility through subject matter knowledge, account insight, and personalized solution positioning. Be able to connect customer centric outcomes with CDW’s capabilities. Validate mutual business understanding, defining affected priorities, engaging in discussions about the value of the offering, and establishing clear impact measurement metrics.
- Managing Stakeholders: Proactively engage across organizations. Tailor your communications based on role, and responsibility while balancing stakeholder and seller interests, re-validating stakeholder interests, tailoring the value message to individual stakeholders, and collaboratively co-creating a solution are essential steps for building meaningful and successful relationships.
What we expect of you:
- A minimum of 3-5 years of direct selling experience in a Financial Services customer-facing sales environment.
- Bachelor’s degree in a STEM-related field, Business Administration, or equivalent practical experience.
- General understanding of key technologies, including but not limited to Cisco, Microsoft, IBM, EMC, and HP, as well as competitive equivalents.
- Exceptional verbal and written communication skills, with the ability to engage effectively with stakeholders at all levels.
- Proven sales expertise, with a demonstrated ability to meet targets and inspire enthusiasm in the sales process.
- Strong strategic planning, time management, and organizational skills, with a keen attention to detail.
Pay range: $40,000 - $64,000, depending on experience and skill set. Annual bonus target of 150% subject to terms and conditions of plan.
Benefits overview:
https://cdw.benefit-info.com/
Salary ranges may be subject to geographic differentials.
We make technology work so people can do great things.
CDW is a leading multi-brand provider of information technology solutions to business, government, education and healthcare customers in the United States, the United Kingdom and Canada. A Fortune 500 company and member of the S&P 500 Index, CDW helps its customers to navigate an increasingly complex IT market and maximize return on their technology investments. Together, we unite. Together, we win. Together, we thrive.
CDW is an equal opportunity employer. All qualified applicants will receive consideration for employment without regards to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status or any other basis prohibited by state and local law. CDW is committed to fostering an equitable, transparent, and respectful hiring process for all applicants. During our application process, CDW’s goal is to get to know you as an applicant and understand your experience, strengths, skills, and qualifications. While AI can help you present yourself more clearly and effectively, the essence of your application should be authentically yours. To learn more, please review CDW's AI Applicant Notice.
How to Get Visa Sponsorship in Financial Services Account Executive
Target firms with established H-1B sponsorship history
Large banks, insurance companies, and asset management firms sponsor H-1B visas far more consistently than boutique shops. Focus your applications on employers with a documented track record of sponsoring international employees in sales and client-facing financial roles.
Frame your OPT timeline upfront with recruiters
Financial services hiring cycles move quickly. Tell recruiters your OPT end date and STEM extension eligibility early so they can assess sponsorship feasibility before investing weeks in interviews. Transparency prevents late-stage rejections over work authorization surprises.
Obtain FINRA licenses during your OPT period
Series 7 and Series 63 licenses signal serious commitment to financial sales and make you a stronger sponsorship candidate. Many employers reimburse exam fees. Completing licensing early in your OPT window maximizes your value before your authorization window narrows.
Prioritize fintech companies for OPT-friendlier cultures
Fintech firms tend to have more experience hiring international talent and faster internal processes for sponsorship approval. Their growth-stage hiring needs often make them more willing to invest in OPT candidates who show strong sales aptitude and financial product knowledge.
Connect your degree field directly to the account executive role
H-1B eligibility for account executive roles depends partly on demonstrating the position requires a specialized degree. Highlight how your finance, economics, or business degree directly applies to the client advisory and analytical responsibilities of the specific role you're targeting.
Use Migrate Mate to find roles with verified sponsorship openness
Searching broadly wastes your limited OPT time. Migrate Mate curates financial services account executive roles from employers open to sponsoring international candidates, so you spend your time applying to opportunities that are actually accessible to F-1 OPT students.
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Get Access To All JobsFrequently Asked Questions
Can F-1 OPT students work as Financial Services Account Executives legally?
Yes, as long as the role is directly related to your degree field. A Financial Services Account Executive position typically qualifies for students with degrees in finance, economics, business administration, or related disciplines. Your OPT work authorization must be active before your start date, and the job must match the field listed on your EAD card.
Does a Financial Services Account Executive role qualify for a STEM OPT extension?
It depends on your degree, not the job title. If you hold a STEM-designated degree such as a quantitative finance, financial engineering, or data analytics degree, you may qualify for the 24-month STEM extension. Standard business or finance degrees without a STEM CIP code do not qualify, so check your degree's CIP code with your DSO before assuming eligibility.
How do I find Financial Services Account Executive employers who sponsor H-1B visas?
Migrate Mate is the most efficient way to identify financial services employers open to sponsoring OPT and H-1B candidates. Beyond that, large institutions like JPMorgan, Wells Fargo, and Fidelity have historically sponsored account executive roles. You can also review Department of Labor LCA disclosure data to see which firms have filed H-1B petitions for similar job titles in recent years.
Is a Financial Services Account Executive role considered a specialty occupation for H-1B purposes?
It can be, but it requires careful documentation. USCIS evaluates whether the specific position normally requires a bachelor's degree in a related field. A role focused on complex financial product sales, portfolio analysis, or institutional client advisory work is more defensible than a general sales position. Your employer's legal team will need to demonstrate the degree requirement is genuine and specific to the role.
What happens to my OPT if I switch from one financial services employer to another?
You can change employers on OPT, but you must report the change to your DSO within 10 days and update your SEVIS record. Your EAD remains valid because it is not tied to a specific employer. However, if you're between jobs for more than 90 cumulative days on standard OPT, you risk violating your status, so minimizing gaps between roles is critical.
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