Finance Green Card Sponsorship Jobs in Indiana
Finance Green Card sponsorship jobs in Indiana are concentrated in Indianapolis, with major employers including OneAmerica, Eli Lilly's finance division, and regional banking institutions like First Internet Bank. Indiana's lower cost of living relative to coastal financial hubs makes it an attractive destination for internationally sponsored finance professionals pursuing permanent residence.
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Location:
10 West Market Street, Indianapolis Indiana
Job Summary
The KPB Sr Portfolio Strategist advises clients on appropriate investment strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with the relationship team to ensure that investment advice is integrated with all aspects of clients' planning and personal goals. This position collaborates and performs as part of the relationship management team to ensure that organizational goals are met by providing effective advice, strategies, solutions, and optimal levels of service that exceed client expectations. Meets or exceeds individual revenue growth goals by sourcing new opportunities, expanding existing client relationships, and contributing significantly to attaining team growth goals.
Essential Functions
- Responsible for overall portfolio construction and investment strategy needs of clients.
- Reviews, monitors, and modifies investment portfolio construction in accordance with client objectives and investment policy, and initiates portfolio construction changes consistent with investment strategy.
- Maintains deep expertise in financial markets and related areas, including alternative investments and third-party solutions, while also participating in or contributing to various investment meetings and committees.
- Proactively engages with clients to ensure that our investment advice is fully meeting their needs by communicating changes in their portfolio, new ideas to supplement achievement of their goals, and important market events.
- Actively engages with the relationship management team in relationship reviews and offers ideas and strategies to actualize client aspirations and further position Key as the client’s trusted advisor.
- Interfaces with other Key Private Bank advisors and team members as necessary to ensure investment advice is integrated with all other client plans (tax, estate planning, retirement, etc.).
- Provides timely feedback to the Relationship Manager and/or Client Experience Manager regarding important/critical events and/or discussions that occur with the client.
- Confers with clients’ other internal and external advisors to provide advice relating to asset allocation and the execution of overall investment strategy.
- Responsible for either meeting or exceeding assigned individual growth goals which can include qualified lead development, expanding existing client relationship revenue, and contributing significantly to attaining team growth goals.
- Contributes to broadening and deepening client relationships to drive new revenue growth in support of individual book or market growth goals.
- In conjunction with other members of the relationship team, meets and communicates with clients, prospective clients, and centers of influence, fostering business relationships to develop new business referrals and to enhance the Community Bank’s image.
- Participates in professional associations to demonstrate professional credibility and expand Center of Influence (COI) relationships.
- Articulates the competitive advantages of the Key Private Bank platform and process as a Portfolio Strategist.
- Shares intellectual capital with the Relationship Management Team as part of the pre-call and weekly sales meeting.
- For select relationships, implements investment portfolio changes to execute strategy.
- Effectively utilizes centralized resources in support of portfolio construction and client service activities, ultimately transitioning portfolio rebalancing, trading, and administrative activities for all client portfolios to centralized teams.
- Maintains compliance with all internal policies and procedures, including but not limited to, Reg 9 reviews and other compliance reporting functions.
- Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice.
- Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.
Education
- Bachelor's degree in business related field (preferred)
- OR equivalent experience (required)
Work Experience
- Minimum of 15 years in the investment management field (preferred)
Licenses and Certifications
- Professional Designation (preferred)
Skills
- The ability to build and maintain positive relationships with clients and colleagues, demonstrating empathy, active listening, and effective collaboration.
- The capability to clearly and effectively convey information, ideas, and advice to clients and team members, both verbally and in writing.
- The proficiency in delivering engaging and informative presentations to clients, prospective clients, and colleagues, effectively communicating complex financial concepts.
- Prioritizing the needs and goals of clients by providing personalized and attentive service, ensuring their satisfaction and loyalty.
- Collaborating with the sales team to provide support in achieving sales goals, including sharing insights, strategies, and resources.
- Actively participating in sales activities and meetings, contributing to the development and execution of sales strategies to drive revenue growth.
- Identifying and developing potential leads that meet the criteria for high-value clients, contributing to the growth of the client base.
- Building and maintaining relationships with Centers of Influence (COIs) to generate referrals and expand the network of potential clients.
- Demonstrated experience in managing relationships with High Net Worth (HNW) clients, understanding their unique needs and providing tailored investment advice.
- Proficiency in using an open architecture approach to investment management, allowing for the selection of best-in-class investment solutions from a wide range of providers.
Core Competencies
- All KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct.
Physical Demands
- General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Work Location Category
- Hybrid (Sales)
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $116,000.00 - $216,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 06/26/2026
KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
Green Card Finance Job Roles in Indiana
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Search Finance Jobs in IndianaFinance Green Card Sponsorship Jobs in Indiana: Frequently Asked Questions
Which finance companies in Indiana sponsor Green Cards?
Indianapolis-based employers with established immigration programs include OneAmerica Financial Partners, Salesforce (which has a significant Indiana finance operations presence), and large regional banks such as Old National Bank and First Internet Bank. National firms with Indiana offices, including Fidelity and Northwestern Mutual, have also sponsored Green Cards for finance professionals, though sponsorship decisions are made case by case and are not guaranteed.
Which cities in Indiana have the most finance Green Card sponsorship jobs?
Indianapolis accounts for the large majority of finance Green Card sponsorship activity in Indiana, home to the state's insurance sector, regional banks, and corporate finance teams. Fort Wayne has a smaller but active financial services community, with employers including Do it Best and Tower Bank. Carmel and Fishers, as Indianapolis suburbs, also host financial services offices that occasionally sponsor international candidates.
What types of finance roles typically qualify for Green Card sponsorship in Indiana?
Roles that commonly qualify include financial analysts, actuaries, risk managers, compliance officers, investment analysts, and corporate controllers. These positions generally require at least a bachelor's degree in finance, accounting, economics, or a closely related field, satisfying the specialty occupation standard that most employer-sponsored Green Card petitions rely on. Generalist or administrative finance roles with no degree requirement are less likely to qualify.
How do I find finance Green Card sponsorship jobs in Indiana?
Migrate Mate is built specifically for international job seekers and filters finance roles in Indiana by visa sponsorship type, including Green Card. Rather than manually sorting through postings and guessing which employers sponsor, you can search directly for Indiana finance positions where employers have indicated Green Card sponsorship availability, saving significant time during your job search.
Are there any Indiana-specific considerations for Green Card sponsorship in finance?
Indiana's finance sector is heavily weighted toward insurance and regional banking rather than capital markets, which affects which roles are available. Employers in these segments tend to be mid-sized, and their immigration programs may be less established than those at major Wall Street firms, meaning timelines and internal processes can vary considerably. Candidates should confirm a prospective employer's prior sponsorship history before advancing far in the hiring process.
What is the prevailing wage for Green Card finance 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.