Investment Visa Sponsorship Jobs in Indiana
Investment roles in Indiana span portfolio management, financial analysis, and wealth advisory, with employers like OneAmerica, Eli Lilly's treasury division, and firms concentrated in Indianapolis's growing financial district. Indiana's cost of living relative to coastal markets makes it an attractive base for international finance professionals seeking H-1B or O-1 sponsorship in asset management and investment operations.
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Get Access To All JobsAPPLICATION DEADLINE:
04/29/2026
ADDRESS:
135 N Pennsylvania Street
JOB FAMILY GROUP:
Wealth Sales & Service
ABOUT THE JOB
Provides high quality sales and service to investment clients to deliver an exceptional client experience. Provides technical expertise for all aspects of investment management and administration to ensure compliance. Works collaboratively within the branch and the regional team as part of the client/relationship management solution. Identifies and makes referrals to other business groups as appropriate.
YOUR ROLE AND RESPONSIBILITIES
- Develops internal and external networks and referral sources to grow business in the assigned portfolio / jurisdiction.
- Enhances presence in the marketplace by collaborating with other experts to create integrated business development strategies.
- Develops investment proposals and participates in meetings with prospects/clients.
- Provides investment management, fiduciary expertise and strategic leadership for business, products, and policies to Investment professionals within the assigned portfolio / jurisdiction.
- Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
- Acts as a subject matter expert on relevant regulations and policies.
- May network with industry contacts to gain competitive insights and best practices.
- Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.
- Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
- Helps determine business priorities and best sequence for execution of business/group strategy.
- Conducts independent analysis and assessment to resolve strategic issues.
- Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
- Acts as the prime subject matter expert for internal/external stakeholders.
- Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
- Defines business requirements for analytics & reporting to ensure data insights inform business decision making.
- Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
- Monitors and tracks performance, and addresses any issues.
- Designs and produces regular and ad-hoc reports, and dashboards.
- Collects data needed for quarterly performance reporting and analyzes the performance of each mandate on the platform.
- Develops and recommends model portfolios based on the statistical evaluation of risk, return, and correlations.
- Prepares spreadsheets and reports with information about performance information, portfolio summaries, asset allocation targets, etc.
- Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
- Leads the development of the communication strategy focusing on positively influencing or changing behaviour.
- Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour.
- Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
- Leads / participates in the management of governance meetings and maintenance of governing body mandates, oversight and approval guidelines.
- May provide specialized support for other internal and external regulatory requirements.
- Oversees the design, development, and implementation of tools and training required to deliver business results.
- Acts as the day to day contact for vendors; supports the implementation, maintenance, and sustainment of vendor solutions.
- Leads/oversees the management of vendor relationships and provides guidelines for execution; ensures that all agreements are met as per requirements.
- Leads/supports contract negotiations with vendors, balancing cost, risk and performance.
- Leads/participates in the design, implementation and management of core business/group processes.
- Develops and manages a business/group program.
- Reviews the program for effectiveness, considers industry trends and recommends enhancements; makes changes as required.
- Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.
- Performs sales & service support activities as required to meet client needs and maintain overall service levels.
- Provides administrative support to team members and relationship managers that includes regular communication with clients, investigating and responding to customer inquiries, preparing customized client reports, implementing portfolio re-optimizations, and verifying performance measurement reports.
- Meets high-quality service standards to maximize relationship retention and growth.
- Develops rapport and instills confidence with the client to develop credibility and earn their trust.
- Builds effective relationships with internal/external stakeholders.
- Ensures alignment between stakeholders.
- Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensures an effectively run function.
- Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
- Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
- Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
- Implements changes in response to shifting trends.
- Broader work or accountabilities may be assigned as needed.
QUALIFICATIONS
- Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
- MBA or Finance certification preferred.
- In-depth / expert understanding of portfolio management principles and asset mix determination.
- In-depth / expert understanding of fiduciary law and applicability to trust investment accounts.
- In-depth / expert knowledge of equity and fixed income markets.
- In-depth / expert understanding of tax-related issues affecting investments.
- In-depth / expert knowledge of the regulatory environment.
- Seasoned professional with a combination of education, experience and industry knowledge.
- Verbal & written communication skills - In-depth / Expert.
- Analytical and problem solving skills - In-depth / Expert.
- Influence skills - In-depth / Expert.
- Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
- Able to manage ambiguity.
- Data driven decision making - In-depth / Expert.
SALARY:
$91,800.00 - $171,000.00
PAY TYPE:
Salaried
The above represents BMO Financial Group’s pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.
BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
About us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
APPLICATION DEADLINE:
04/29/2026
ADDRESS:
135 N Pennsylvania Street
JOB FAMILY GROUP:
Wealth Sales & Service
ABOUT THE JOB
Provides high quality sales and service to investment clients to deliver an exceptional client experience. Provides technical expertise for all aspects of investment management and administration to ensure compliance. Works collaboratively within the branch and the regional team as part of the client/relationship management solution. Identifies and makes referrals to other business groups as appropriate.
YOUR ROLE AND RESPONSIBILITIES
- Develops internal and external networks and referral sources to grow business in the assigned portfolio / jurisdiction.
- Enhances presence in the marketplace by collaborating with other experts to create integrated business development strategies.
- Develops investment proposals and participates in meetings with prospects/clients.
- Provides investment management, fiduciary expertise and strategic leadership for business, products, and policies to Investment professionals within the assigned portfolio / jurisdiction.
- Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
- Acts as a subject matter expert on relevant regulations and policies.
- May network with industry contacts to gain competitive insights and best practices.
- Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.
- Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
- Helps determine business priorities and best sequence for execution of business/group strategy.
- Conducts independent analysis and assessment to resolve strategic issues.
- Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
- Acts as the prime subject matter expert for internal/external stakeholders.
- Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
- Defines business requirements for analytics & reporting to ensure data insights inform business decision making.
- Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
- Monitors and tracks performance, and addresses any issues.
- Designs and produces regular and ad-hoc reports, and dashboards.
- Collects data needed for quarterly performance reporting and analyzes the performance of each mandate on the platform.
- Develops and recommends model portfolios based on the statistical evaluation of risk, return, and correlations.
- Prepares spreadsheets and reports with information about performance information, portfolio summaries, asset allocation targets, etc.
- Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
- Leads the development of the communication strategy focusing on positively influencing or changing behaviour.
- Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour.
- Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
- Leads / participates in the management of governance meetings and maintenance of governing body mandates, oversight and approval guidelines.
- May provide specialized support for other internal and external regulatory requirements.
- Oversees the design, development, and implementation of tools and training required to deliver business results.
- Acts as the day to day contact for vendors; supports the implementation, maintenance, and sustainment of vendor solutions.
- Leads/oversees the management of vendor relationships and provides guidelines for execution; ensures that all agreements are met as per requirements.
- Leads/supports contract negotiations with vendors, balancing cost, risk and performance.
- Leads/participates in the design, implementation and management of core business/group processes.
- Develops and manages a business/group program.
- Reviews the program for effectiveness, considers industry trends and recommends enhancements; makes changes as required.
- Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.
- Performs sales & service support activities as required to meet client needs and maintain overall service levels.
- Provides administrative support to team members and relationship managers that includes regular communication with clients, investigating and responding to customer inquiries, preparing customized client reports, implementing portfolio re-optimizations, and verifying performance measurement reports.
- Meets high-quality service standards to maximize relationship retention and growth.
- Develops rapport and instills confidence with the client to develop credibility and earn their trust.
- Builds effective relationships with internal/external stakeholders.
- Ensures alignment between stakeholders.
- Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensures an effectively run function.
- Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
- Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
- Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
- Implements changes in response to shifting trends.
- Broader work or accountabilities may be assigned as needed.
QUALIFICATIONS
- Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
- MBA or Finance certification preferred.
- In-depth / expert understanding of portfolio management principles and asset mix determination.
- In-depth / expert understanding of fiduciary law and applicability to trust investment accounts.
- In-depth / expert knowledge of equity and fixed income markets.
- In-depth / expert understanding of tax-related issues affecting investments.
- In-depth / expert knowledge of the regulatory environment.
- Seasoned professional with a combination of education, experience and industry knowledge.
- Verbal & written communication skills - In-depth / Expert.
- Analytical and problem solving skills - In-depth / Expert.
- Influence skills - In-depth / Expert.
- Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
- Able to manage ambiguity.
- Data driven decision making - In-depth / Expert.
SALARY:
$91,800.00 - $171,000.00
PAY TYPE:
Salaried
The above represents BMO Financial Group’s pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.
BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
About us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Investment Job Roles in Indiana
See all 15+ Investment Jobs in Indiana
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Search Investment Jobs in IndianaInvestment Jobs in Indiana: Frequently Asked Questions
Which companies in Indiana sponsor visas for investment roles?
Indianapolis-headquartered financial firms are the most active sponsors for investment positions in Indiana. OneAmerica, First Internet Bank, and the Indiana-based operations of larger asset managers like Vanguard and Fidelity regional offices have filed H-1B Labor Condition Applications for investment analysts and portfolio associates. Eli Lilly and Indiana University Health also sponsor for treasury and investment operations roles within their finance divisions.
Which visa types are most common for investment jobs in Indiana?
The H-1B is the most common visa for investment roles in Indiana, covering positions like financial analyst, portfolio manager, and investment associate that require at least a bachelor's degree in finance, economics, or a related field. The O-1A is an option for candidates with demonstrated extraordinary achievement in investment management. Australians may qualify for the E-3, which follows a similar specialty occupation standard as the H-1B.
How to find investment visa sponsorship jobs in Indiana?
Migrate Mate filters investment job listings specifically to employers with H-1B sponsorship history in Indiana, saving time compared to broad job searches. You can narrow results by city, visa type, and role within the investment category. Migrate Mate's database is updated regularly, so listings reflect active hiring rather than stale postings, which matters when you're on a visa timeline.
Which cities in Indiana have the most investment sponsorship jobs?
Indianapolis accounts for the large majority of investment sponsorship activity in Indiana, driven by its concentration of insurance companies, regional banks, and corporate treasury teams. Carmel and Fishers, suburban communities north of Indianapolis, have growing financial services offices that occasionally post sponsored investment roles. Fort Wayne and Bloomington see limited activity, primarily tied to university endowment operations or credit union investment functions.
Are there any Indiana-specific considerations for international investment professionals?
Indiana does not have a state-level immigration program, so sponsorship depends entirely on individual employers meeting federal H-1B prevailing wage requirements as determined by the Department of Labor. Purdue University and Indiana University produce strong finance and economics graduate pipelines, and some firms actively recruit from these schools for entry-level investment roles that include sponsorship. Candidates with CFA credentials or specialized quantitative backgrounds tend to have stronger sponsorship prospects in Indiana's mid-market financial sector.
What is the prevailing wage for sponsored investment 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 employers are hiring and sponsoring visas in Indiana right now.
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