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 JobsABOUT ROCKEFELLER CAPITAL MANAGEMENT:
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The Firm oversees $224 billion in client assets as of June 30, 2026.
POSITION:
A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Client Associate. The Client Associate will work with our Private Advisor team members and will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role.
Responsibilities:
- Account opening and maintenance
- Transferring assets and money movement
- Completing investment subscription documents
- Cash management & RMDs
- Assisting with client online access
- Responding to account activity and statement inquiries
- Managing life events
- Administrative work as needed
- Provide top quality service to clients and complete administration of client accounts
- Handle operational aspects of client accounts including reporting on account holdings and investment performance, posting daily cash activity, and entering trade instructions
- Generate expense reports for submission using Concur
- Process new accounts and account maintenance, by obtaining all necessary approvals and ensuring all client documentation is returned, completed and approved
- Process all client cashiering requests (money market redemptions, wires, checks, journals, check deposits, etc.)
- Support marketing efforts by promoting client seminars and events
- Offer administrative and office management support to the team
- Prepare client correspondence, obtain necessary management approvals, and transmit
- Review daily activity and reconcile current client activity, funds transfers and previous day’s activity and trades against various clearing firm systems to ensure accuracy
- Oversee client insurance and annuities processes
- Assist in preparation of key documents, PowerPoint presentations and reports for client meetings
- Attend client meetings as necessary and present client performance
- Complete necessary filing and maintain client files
- Attend compliance and continuing education training sessions as required by regulatory agencies and the firm
- Additional duties as assigned
QUALIFICATIONS
- BA/BS degree
- 2-5 years prior client service experience within financial industry, or equivalent experience, preferred
- Series 7 & 66 (or 7, 65 & 63) strongly preferred, and if not, willing to obtain
SKILLS:
- Excellent client facing, interpersonal, organizational, and client service skills
- Detail-oriented with ability to prioritize and organize workflow
- Ability to work in a fast-paced, high intensity work environment as well as manage multiple tasks effectively with frequent interruptions
- Strong Microsoft Office skills including Excel & PowerPoint
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (“protected characteristics”).
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.
ABOUT ROCKEFELLER CAPITAL MANAGEMENT:
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The Firm oversees $224 billion in client assets as of June 30, 2026.
POSITION:
A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Client Associate. The Client Associate will work with our Private Advisor team members and will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role.
Responsibilities:
- Account opening and maintenance
- Transferring assets and money movement
- Completing investment subscription documents
- Cash management & RMDs
- Assisting with client online access
- Responding to account activity and statement inquiries
- Managing life events
- Administrative work as needed
- Provide top quality service to clients and complete administration of client accounts
- Handle operational aspects of client accounts including reporting on account holdings and investment performance, posting daily cash activity, and entering trade instructions
- Generate expense reports for submission using Concur
- Process new accounts and account maintenance, by obtaining all necessary approvals and ensuring all client documentation is returned, completed and approved
- Process all client cashiering requests (money market redemptions, wires, checks, journals, check deposits, etc.)
- Support marketing efforts by promoting client seminars and events
- Offer administrative and office management support to the team
- Prepare client correspondence, obtain necessary management approvals, and transmit
- Review daily activity and reconcile current client activity, funds transfers and previous day’s activity and trades against various clearing firm systems to ensure accuracy
- Oversee client insurance and annuities processes
- Assist in preparation of key documents, PowerPoint presentations and reports for client meetings
- Attend client meetings as necessary and present client performance
- Complete necessary filing and maintain client files
- Attend compliance and continuing education training sessions as required by regulatory agencies and the firm
- Additional duties as assigned
QUALIFICATIONS
- BA/BS degree
- 2-5 years prior client service experience within financial industry, or equivalent experience, preferred
- Series 7 & 66 (or 7, 65 & 63) strongly preferred, and if not, willing to obtain
SKILLS:
- Excellent client facing, interpersonal, organizational, and client service skills
- Detail-oriented with ability to prioritize and organize workflow
- Ability to work in a fast-paced, high intensity work environment as well as manage multiple tasks effectively with frequent interruptions
- Strong Microsoft Office skills including Excel & PowerPoint
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (“protected characteristics”).
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.
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.