Investment Management Jobs in Indiana with E-3 Sponsorship
Indiana's investment management sector spans Indianapolis-based firms like Vanguard's regional offices, OneAmerica, and Securian Financial, alongside wealth management boutiques and institutional asset managers. Australian professionals pursuing E-3 sponsorship in investment management will find the most activity concentrated in Indianapolis, with roles in portfolio analysis, fund administration, and financial advisory.
See All Investment Management JobsOverview
Showing 5 of 116+ Investment Management E-3 Sponsorship Jobs in Indiana jobs
Have you applied for this role?
Have you applied for this role?
Have you applied for this role?
Have you applied for this role?
Have you applied for this role?
See all 116+ Investment Management E-3 Sponsorship Jobs in Indiana jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Investment Management E-3 Sponsorship Jobs in Indiana roles.
Get Access To All JobsJob Title: Vice President, Regional Account Executive - 401K Sales
The Role
The Vice President, Regional Account Executive (RAE) is a senior sales leader responsible for driving growth of Fidelity’s 401(k) recordkeeping and workplace solutions through financial advisors, third-party administrators (TPAs), and direct engagement with small business decision-makers.
Covering North Orange County and Las Vegas, this role serves as the primary relationship lead within the territory, partnering closely with an aligned Retirement Director to deliver consultative, insight-driven solutions that improve client outcomes, strengthen advisor loyalty, and expand Fidelity’s market presence.
The RAE blends strategic territory management, consultative selling, and thought leadership, converting warm leads into long-term partnerships while guiding retirement plan strategy using Fidelity’s integrated platform and tools.
ASSOCIATE MAY WORK REMOTE IF LOCATED IN CA OR NV. WESTLAKE, TX AND COVINGTON, KY LOCATIONS WOULD BE HYBRID
The Expertise and Skills You Bring
- Serve as the primary point of engagement for financial advisors, TPAs, and plan sponsors within the assigned territory.
- Execute a consultative sales process to uncover business needs and deliver tailored retirement and financial wellness solutions.
- Develop and manage a territory-level business plan, including pipeline development, segmentation, and coverage strategy.
- Partner with internal teams and Retirement Leadership to drive coordinated go-to-market execution.
- Provide subject matter expertise across 401(k) recordkeeping, administration, investments, and employee benefits.
- Deliver compelling presentations and marketing insights to build brand awareness and generate demand.
- Cultivate durable, trust-based relationships through proactive follow-up and disciplined sales execution.
- Demonstrate leadership through preparation, accountability, and consistent achievement of sales goals.
- Influence advisor and sponsor decision-making through data-driven recommendations and strategic planning.
- Proven success in consultative sales, financial services, or benefits-related industries.
- Experience selling through intermediaries (financial advisors, TPAs, consultants) preferred.
- Ability to navigate complex planning conversations and adapt recommendations as client needs evolve.
- Demonstrated success managing a territory, prioritizing opportunities, and executing against growth targets.
- Thrives in a fast-paced, collaborative, performance-driven environment.
- FINRA Series 7 and Series 63 required.
- Study time provided to obtain required licenses within two months of hire.
The Team
Fidelity Workplace Investing Sales is a high-performance, collaborative sales organization focused on delivering best-in-class retirement and workplace solutions. RAEs play a critical role in expanding Fidelity’s footprint by building profitable, long-term advisor and client relationships across their assigned territories.
Compensation
- Base salary range for this position is $65,000 - $75,000 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.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
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:
Category:
Sales
Job Title: Vice President, Regional Account Executive - 401K Sales
The Role
The Vice President, Regional Account Executive (RAE) is a senior sales leader responsible for driving growth of Fidelity’s 401(k) recordkeeping and workplace solutions through financial advisors, third-party administrators (TPAs), and direct engagement with small business decision-makers.
Covering North Orange County and Las Vegas, this role serves as the primary relationship lead within the territory, partnering closely with an aligned Retirement Director to deliver consultative, insight-driven solutions that improve client outcomes, strengthen advisor loyalty, and expand Fidelity’s market presence.
The RAE blends strategic territory management, consultative selling, and thought leadership, converting warm leads into long-term partnerships while guiding retirement plan strategy using Fidelity’s integrated platform and tools.
ASSOCIATE MAY WORK REMOTE IF LOCATED IN CA OR NV. WESTLAKE, TX AND COVINGTON, KY LOCATIONS WOULD BE HYBRID
The Expertise and Skills You Bring
- Serve as the primary point of engagement for financial advisors, TPAs, and plan sponsors within the assigned territory.
- Execute a consultative sales process to uncover business needs and deliver tailored retirement and financial wellness solutions.
- Develop and manage a territory-level business plan, including pipeline development, segmentation, and coverage strategy.
- Partner with internal teams and Retirement Leadership to drive coordinated go-to-market execution.
- Provide subject matter expertise across 401(k) recordkeeping, administration, investments, and employee benefits.
- Deliver compelling presentations and marketing insights to build brand awareness and generate demand.
- Cultivate durable, trust-based relationships through proactive follow-up and disciplined sales execution.
- Demonstrate leadership through preparation, accountability, and consistent achievement of sales goals.
- Influence advisor and sponsor decision-making through data-driven recommendations and strategic planning.
- Proven success in consultative sales, financial services, or benefits-related industries.
- Experience selling through intermediaries (financial advisors, TPAs, consultants) preferred.
- Ability to navigate complex planning conversations and adapt recommendations as client needs evolve.
- Demonstrated success managing a territory, prioritizing opportunities, and executing against growth targets.
- Thrives in a fast-paced, collaborative, performance-driven environment.
- FINRA Series 7 and Series 63 required.
- Study time provided to obtain required licenses within two months of hire.
The Team
Fidelity Workplace Investing Sales is a high-performance, collaborative sales organization focused on delivering best-in-class retirement and workplace solutions. RAEs play a critical role in expanding Fidelity’s footprint by building profitable, long-term advisor and client relationships across their assigned territories.
Compensation
- Base salary range for this position is $65,000 - $75,000 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.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
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:
Category:
Sales
Job Roles in Investment Management in Indiana
See all 116+ Investment Management Indiana jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Investment Management Indiana roles.
Get Access To All JobsFrequently Asked Questions
Which investment management companies sponsor E-3 visas in Indiana?
Indianapolis-headquartered firms with investment and asset management operations, including OneAmerica Financial Partners and regional offices of national asset managers, have filed work visas for specialty occupation roles. Larger insurance-linked investment arms and registered investment advisers operating in Indiana are generally more likely to sponsor E-3 visas than smaller independent boutiques, given the administrative infrastructure required to support the process.
Which cities in Indiana have the most investment management E-3 sponsorship jobs?
Indianapolis accounts for the overwhelming majority of investment management employment in Indiana, concentrating institutional asset managers, wealth management firms, and insurance-linked investment operations in the downtown and North Meridian corridors. Fort Wayne and Carmel have a smaller but active presence of regional financial advisory and asset management firms. Outside those three areas, investment management roles with E-3 sponsorship are uncommon.
What types of investment management roles typically qualify for E-3 sponsorship?
Roles that consistently qualify include portfolio analyst, investment analyst, equity research analyst, risk analyst, financial analyst, and fund operations specialist, provided the position requires a bachelor's degree or higher in a directly related field such as finance, economics, or accounting. Generalist roles where any business degree suffices regardless of field are less likely to meet the specialty occupation standard USCIS applies to E-3 petitions.
How do I find investment management E-3 sponsorship jobs in Indiana?
Migrate Mate is built specifically for Australian professionals seeking E-3 sponsorship and filters job listings by visa type, state, and industry, making it straightforward to browse investment management roles in Indiana without sorting through positions that don't offer sponsorship. Beyond the job board, reviewing Department of Labor LCA disclosure data for Indiana-based employers can confirm which firms have a recent history of filing for specialty occupation workers in finance and investment roles.
Are there any Indiana-specific considerations for E-3 sponsorship in investment management?
Indiana does not impose state-level licensing requirements on investment management employers that affect E-3 eligibility, but roles involving securities advice may require FINRA registration or a Series 65 license, which the employee typically needs to obtain after starting work. Indiana's cost of living relative to coastal financial hubs can influence the prevailing wage calculation on the Labor Condition Application, since LCA wages are benchmarked to local Indianapolis-area market rates rather than national figures.
What is the prevailing wage for E-3 investment management jobs in Indiana?
U.S. employers sponsoring a visa must pay at least the prevailing wage, which is what workers in the same role, area, and experience level typically earn. The Department of Labor sets this rate to make sure companies aren't hiring foreign workers simply because they'd accept lower pay than a U.S. worker. It varies by job title, location, and experience. You can look up current prevailing wage rates for any occupation and location using the OFLC Wage Search page.
See which investment management employers are hiring and sponsoring visas in Indiana right now.
Search Investment Management Jobs in Indiana