Investment Management H-1B Sponsorship Jobs in Indiana
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 JobsLocation: Indianapolis, IN ; Omaha, NE ; Westlake, TX ; Austin, TX
Requisition ID 2026-123927
Category Risk & Regulatory
Position type Regular
Pay range USD $62,500.00 - $89,000.00 / Year
Application deadline 2026-07-22
Your opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).
Schwab Retirement Plan Services provides third party recordkeeping and retirement plan administration to midsized and large employers nationwide. Schwab believes that the provider matters, and we are committed to the financial fitness of all participants and clients. We assist plan sponsors to ensure that the plans are operated in accordance with the Internal Revenue Code and ERISA, following the IRS and DOL regulations and the plan provisions.
What you are good at:
- Preparing ADP/ACP testing, Top Heavy testing, Coverage testing, 401(a)(4) Nondiscrimination testing, and Form 5500s within the statutory timelines established by the code.
- Performing testing and function as a primary liaison with ERISA Consulting, external clients, and Relationship Management for more complex ERISA Compliance testing issues.
- Assisting clients with preparation of allocations of employer contributions and specialized testing.
- Partnering closely with the Relationship Management and other teams to assist with higher level client issues and to assist with external auditor requests.
- Serving as direct contact with plan sponsors and their external auditors to add value and retain clients.
- Serving as a resource for less experienced staff and complete peer review of assigned work.
- Taking on additional project leadership responsibilities.
This position is in our ERISA Compliance group for the following locations: Austin, Dallas, Omaha, and Indianapolis.
What you have
To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
Required Qualifications:
- 3-7 years in the qualified retirement plan industry, with significant direct experience in providing ERISA Compliance testing and reporting services.
- Thorough knowledge of the IRS & DOL Code and Regulations, and experience with complex non-discrimination testing, including 401(a)(4), 410(b), and 414(s).
- Excellent problem solving skills, strong verbal and written communication skills, high comfort level with Microsoft Excel, and ability to meet stringent deadlines.
- Project Leadership
Preferred Qualifications:
- Bachelor’s degree in Accounting, Math, or Finance.
- ASPPA QKA, QPA or CPC Designation
- Experience with ASC testing software and FT Williams Form 5500 system.
In addition to the salary range, this role is eligible for bonus or incentive opportunities.
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Eligible Schwabbies receive
- Medical, dental and vision benefits
- 401(k) and employee stock purchase plans
- Tuition reimbursement to keep developing your career
- Paid parental leave and adoption/family building benefits
- Sabbatical leave available after five years of employment
Location: Indianapolis, IN ; Omaha, NE ; Westlake, TX ; Austin, TX
Requisition ID 2026-123927
Category Risk & Regulatory
Position type Regular
Pay range USD $62,500.00 - $89,000.00 / Year
Application deadline 2026-07-22
Your opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).
Schwab Retirement Plan Services provides third party recordkeeping and retirement plan administration to midsized and large employers nationwide. Schwab believes that the provider matters, and we are committed to the financial fitness of all participants and clients. We assist plan sponsors to ensure that the plans are operated in accordance with the Internal Revenue Code and ERISA, following the IRS and DOL regulations and the plan provisions.
What you are good at:
- Preparing ADP/ACP testing, Top Heavy testing, Coverage testing, 401(a)(4) Nondiscrimination testing, and Form 5500s within the statutory timelines established by the code.
- Performing testing and function as a primary liaison with ERISA Consulting, external clients, and Relationship Management for more complex ERISA Compliance testing issues.
- Assisting clients with preparation of allocations of employer contributions and specialized testing.
- Partnering closely with the Relationship Management and other teams to assist with higher level client issues and to assist with external auditor requests.
- Serving as direct contact with plan sponsors and their external auditors to add value and retain clients.
- Serving as a resource for less experienced staff and complete peer review of assigned work.
- Taking on additional project leadership responsibilities.
This position is in our ERISA Compliance group for the following locations: Austin, Dallas, Omaha, and Indianapolis.
What you have
To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
Required Qualifications:
- 3-7 years in the qualified retirement plan industry, with significant direct experience in providing ERISA Compliance testing and reporting services.
- Thorough knowledge of the IRS & DOL Code and Regulations, and experience with complex non-discrimination testing, including 401(a)(4), 410(b), and 414(s).
- Excellent problem solving skills, strong verbal and written communication skills, high comfort level with Microsoft Excel, and ability to meet stringent deadlines.
- Project Leadership
Preferred Qualifications:
- Bachelor’s degree in Accounting, Math, or Finance.
- ASPPA QKA, QPA or CPC Designation
- Experience with ASC testing software and FT Williams Form 5500 system.
In addition to the salary range, this role is eligible for bonus or incentive opportunities.
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Eligible Schwabbies receive
- Medical, dental and vision benefits
- 401(k) and employee stock purchase plans
- Tuition reimbursement to keep developing your career
- Paid parental leave and adoption/family building benefits
- Sabbatical leave available after five years of employment
H-1B Investment Management Job Roles in Indiana
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Search Investment Management Jobs in IndianaInvestment Management H-1B Sponsorship Jobs in Indiana: Frequently Asked Questions
Which investment management companies sponsor H-1B visas in Indiana?
Indianapolis-based firms with H-1B visa 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.