Investment Management Jobs in Indiana with H-1B Sponsorship
H-1B visa sponsorship investment management jobs in Indiana are concentrated in Indianapolis, where firms like Salesforce-backed financial services companies, One America Financial Partners, and Eli Lilly's treasury and investment divisions have filed H-1B petitions. Indiana's cost-of-living advantage attracts asset management operations from larger Midwest financial hubs, creating opportunities for portfolio analysts, quantitative researchers, and compliance professionals seeking sponsorship.
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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
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Get Access To All JobsFrequently Asked Questions
Which investment management companies sponsor H-1B visas in Indiana?
Indianapolis-based firms with H-1B sponsorship history in investment management include OneAmerica Financial Partners, Anthem (now Elevance Health) for treasury and investment roles, and regional asset managers like Loring Ward and Valeo Financial Advisors. National firms with Indiana operations, including Vanguard and Fidelity, have also filed H-1B petitions for investment analysts and portfolio management professionals working from Indiana offices.
Which cities in Indiana have the most investment management H-1B sponsorship jobs?
Indianapolis accounts for the substantial majority of investment management H-1B sponsorship activity in Indiana, driven by its concentration of insurance-linked asset management firms, corporate treasury departments, and regional wealth management offices. Fort Wayne has a secondary cluster, particularly tied to Lincoln Financial Group's operations. Bloomington sees some activity connected to Indiana University's endowment-adjacent financial sector.
What types of investment management roles typically qualify for H-1B sponsorship in Indiana?
Roles that regularly qualify as specialty occupations include portfolio analyst, quantitative analyst, risk management analyst, investment research associate, fixed income analyst, and financial data scientist. These positions typically require a bachelor's degree or higher in finance, economics, mathematics, or a related field as a standard entry requirement, which satisfies the H-1B specialty occupation threshold. Generalist financial advisor roles are less likely to qualify.
How do I find investment management H-1B sponsorship jobs in Indiana?
Migrate Mate filters job listings specifically by visa sponsorship type and industry, making it straightforward to search for H-1B-sponsored investment management roles in Indiana without wading through positions that don't offer sponsorship. You can narrow results by city, role type, and employer to focus on Indianapolis-area asset managers, insurance investment arms, and corporate treasury teams that have an active H-1B sponsorship track record.
Are there any Indiana-specific considerations for H-1B sponsorship in investment management?
Indiana does not impose state-level restrictions on H-1B employment, but investment management roles may require FINRA licensing (Series 65, Series 7), which H-1B holders can pursue after starting work. Indiana's lower cost of doing business means some national asset managers locate back-office investment operations here, which can create more sponsorship-eligible analytical and research roles than the state's size might suggest relative to coastal financial centers.
What is the prevailing wage for H-1B 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.
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