Customer Success Visa Sponsorship Jobs in Maine
Maine's customer success hiring is concentrated in Portland and Bangor, where SaaS, healthcare technology, and financial services firms like WEX Inc. and Idexx Laboratories occasionally sponsor work visas for experienced candidates. The state's smaller market means fewer open roles, but companies that do hire internationally tend to value deep domain expertise and long-term retention.
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Get Access To All JobsLocation:
200 Middle Street, Suite 301, Portland Maine
Job Summary
The Sr Fiduciary Strategist is responsible for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to high-net-worth clients and their beneficiaries. As a member of the Key Private Bank (KPB) relationship management team, they represent the local / in market delivery for clients with appropriate revenue and advisory needs. The Sr Fiduciary Strategist proactively collaborates in person with team members to build insights and solutions to attract, retain and grow client relationships. This role is entrusted with the responsibility of delivering the KPB fiduciary mandate to ensure consistent advisory delivery, while managing fiduciary risk.
Essential Functions
- Leads the delivery of fiduciary advice as part of client servicing and execution of client experience.
- Develops a strong understanding of family relationships and the needs of current clients as well as beneficiaries.
- Obtain and reviews and monitors all estate planning documents periodically to ensure that they fit individual client’s current circumstances.
- Analyzes and interprets legal instruments to determine duties and responsibilities of bank and to provide well-coordinated estate, tax and financial planning alternatives to meet client’s needs.
- Facilitate the estate, tax, and philanthropic planning process for all relationships regardless of whether Key serves as trustee.
- Identifies any potential trust and estate tax-related issues and works with the client and external advisors to resolve.
- Collaborate with external client advisors (attorneys, accountants, etc.) to deliver advice.
- Be in close proximity to the Relationship Management Team to identify and prioritize opportunities to deepen relationships.
- Identifies Investment Management and Trust Opportunities as well as any other banking, lending or insurance needs.
- Assess client revenue opportunity based on complexity and service required. Actively participate in pricing conversations for new KPB opportunities and proactively seek opportunities to reduce discounts on existing client pricing to move revenue closer to the national schedule.
- Leads the onboarding process for new clients in partnership with the Relationship Team.
- Demonstrate community leadership through active participation on boards and professional organizations.
- Responsible for engaging appropriate fiduciary partners to support administration or expertise in the delivery of client advice.
- If appropriate, function as the lead contact on a client relationship while engaging a Relationship Manager to ensure a complete and positive client experience.
- Responsible for retaining and deepening the relationship with a client, including the next generation.
- Responsible for contributing to the development of the annual client plan and actively participating in the execution.
- Shares intellectual capital with the Relationship Management Team as part of the pre-call and weekly sales meeting.
- Fulfills Key’s fiduciary responsibilities with utmost adherence to all internal fiduciary policies and procedures, regulatory and legal requirements.
- Assumes accountability for all delegated fiduciary administrative work on assigned accounts.
- Advises relationship managers and all other partners on all internal fiduciary issues.
- Work closely with Sales Leader, Regional Trust Director and local team members on pricing, client service, compliance and litigation issues, as needed and appropriate.
- 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 or equivalent experience (preferred)
- Master's Degree, JD, or other advanced degree (preferred)
Work Experience
- A minimum of 10 years of client advisory experience to ultra-affluent business owners; tax or legal services to clients regarding trust and fiduciary matters, and in trust administration or fiduciary advisory services or equivalent work experience (required)
- Demonstrated fiduciary experience (required)
- Experience working with high-net-worth clients (required)
- Demonstrated agility working with local Private Banking Teams, Commercial Bankers and Investment Bankers (preferred)
Licenses and Certifications
- CPA, LLM, CTFA, and/or CFP (preferred)
Skills
- Ability to lead relationship development and engagement for beneficiaries.
- Demonstrates awareness of state specific estate and tax planning issues.
- Demonstrates experience working directly and independently with clients and families with a broad array of estate and financial planning issues which often arise with wealthy clients (including but not limited to distribution planning, philanthropic goals and tools, retirement planning).
- Maintains deep expertise in fiduciary, investment, tax, and other related wealth issues by keeping current as to estate and tax law changes through legal education opportunities.
- Anticipates and mitigates risk on assigned accounts.
- Administers complex accounts with a proactive, disciplined, consistent and comprehensive approach.
- Fosters close business relationships to develop client loyalty and new business opportunities.
- Self-motivated, goal and results driven.
- Demonstrated ability to be accountable for a process and/or delivery from end to end.
Core Competencies
- All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.
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.
Driving Requirements
- Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $96,000.00 - $181,000.00 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.
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: 06/29/2026
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.
Location:
200 Middle Street, Suite 301, Portland Maine
Job Summary
The Sr Fiduciary Strategist is responsible for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to high-net-worth clients and their beneficiaries. As a member of the Key Private Bank (KPB) relationship management team, they represent the local / in market delivery for clients with appropriate revenue and advisory needs. The Sr Fiduciary Strategist proactively collaborates in person with team members to build insights and solutions to attract, retain and grow client relationships. This role is entrusted with the responsibility of delivering the KPB fiduciary mandate to ensure consistent advisory delivery, while managing fiduciary risk.
Essential Functions
- Leads the delivery of fiduciary advice as part of client servicing and execution of client experience.
- Develops a strong understanding of family relationships and the needs of current clients as well as beneficiaries.
- Obtain and reviews and monitors all estate planning documents periodically to ensure that they fit individual client’s current circumstances.
- Analyzes and interprets legal instruments to determine duties and responsibilities of bank and to provide well-coordinated estate, tax and financial planning alternatives to meet client’s needs.
- Facilitate the estate, tax, and philanthropic planning process for all relationships regardless of whether Key serves as trustee.
- Identifies any potential trust and estate tax-related issues and works with the client and external advisors to resolve.
- Collaborate with external client advisors (attorneys, accountants, etc.) to deliver advice.
- Be in close proximity to the Relationship Management Team to identify and prioritize opportunities to deepen relationships.
- Identifies Investment Management and Trust Opportunities as well as any other banking, lending or insurance needs.
- Assess client revenue opportunity based on complexity and service required. Actively participate in pricing conversations for new KPB opportunities and proactively seek opportunities to reduce discounts on existing client pricing to move revenue closer to the national schedule.
- Leads the onboarding process for new clients in partnership with the Relationship Team.
- Demonstrate community leadership through active participation on boards and professional organizations.
- Responsible for engaging appropriate fiduciary partners to support administration or expertise in the delivery of client advice.
- If appropriate, function as the lead contact on a client relationship while engaging a Relationship Manager to ensure a complete and positive client experience.
- Responsible for retaining and deepening the relationship with a client, including the next generation.
- Responsible for contributing to the development of the annual client plan and actively participating in the execution.
- Shares intellectual capital with the Relationship Management Team as part of the pre-call and weekly sales meeting.
- Fulfills Key’s fiduciary responsibilities with utmost adherence to all internal fiduciary policies and procedures, regulatory and legal requirements.
- Assumes accountability for all delegated fiduciary administrative work on assigned accounts.
- Advises relationship managers and all other partners on all internal fiduciary issues.
- Work closely with Sales Leader, Regional Trust Director and local team members on pricing, client service, compliance and litigation issues, as needed and appropriate.
- 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 or equivalent experience (preferred)
- Master's Degree, JD, or other advanced degree (preferred)
Work Experience
- A minimum of 10 years of client advisory experience to ultra-affluent business owners; tax or legal services to clients regarding trust and fiduciary matters, and in trust administration or fiduciary advisory services or equivalent work experience (required)
- Demonstrated fiduciary experience (required)
- Experience working with high-net-worth clients (required)
- Demonstrated agility working with local Private Banking Teams, Commercial Bankers and Investment Bankers (preferred)
Licenses and Certifications
- CPA, LLM, CTFA, and/or CFP (preferred)
Skills
- Ability to lead relationship development and engagement for beneficiaries.
- Demonstrates awareness of state specific estate and tax planning issues.
- Demonstrates experience working directly and independently with clients and families with a broad array of estate and financial planning issues which often arise with wealthy clients (including but not limited to distribution planning, philanthropic goals and tools, retirement planning).
- Maintains deep expertise in fiduciary, investment, tax, and other related wealth issues by keeping current as to estate and tax law changes through legal education opportunities.
- Anticipates and mitigates risk on assigned accounts.
- Administers complex accounts with a proactive, disciplined, consistent and comprehensive approach.
- Fosters close business relationships to develop client loyalty and new business opportunities.
- Self-motivated, goal and results driven.
- Demonstrated ability to be accountable for a process and/or delivery from end to end.
Core Competencies
- All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.
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.
Driving Requirements
- Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $96,000.00 - $181,000.00 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.
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: 06/29/2026
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.
Customer Success Job Roles in Maine
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Search Customer Success Jobs in MaineCustomer Success Jobs in Maine: Frequently Asked Questions
Which companies in Maine sponsor visas for customer success roles?
WEX Inc., a Portland-based payments technology company, and Idexx Laboratories, headquartered in Westbrook, are among Maine's more active employers for skilled roles and have sponsored work visas historically. Smaller SaaS and healthcare technology firms in the Portland area also occasionally sponsor, though visa sponsorship for customer success positions is less common than in larger tech markets.
Which visa types are most common for customer success jobs in Maine?
The H-1B visa is the most common visa for customer success roles in Maine, particularly for positions requiring a bachelor's degree in a field directly related to the work, such as computer science, business, or communications. Candidates from Australia may qualify for the E-3 visa, and those from Canada or Mexico may have access to the TN visa under USMCA, depending on their role and qualifications.
Which cities in Maine have the most customer success sponsorship jobs?
Portland is Maine's primary hub for customer success roles with visa sponsorship potential, driven by its concentration of technology, fintech, and healthcare companies. Westbrook, adjacent to Portland, is notable due to Idexx Laboratories' presence. Bangor has a smaller but developing professional services sector. Outside these areas, sponsorship opportunities for customer success positions are very limited.
How to find customer success visa sponsorship jobs in Maine?
Migrate Mate is built specifically for international candidates and filters job listings by visa sponsorship eligibility, making it easier to identify customer success roles in Maine without manually vetting each employer. Because Maine's market is smaller than Boston or New York, setting up alerts on Migrate Mate for Maine-specific customer success openings ensures you catch postings from WEX, Idexx, and other regional sponsors as soon as they appear.
Are there state-specific considerations for customer success visa sponsorship in Maine?
Maine's prevailing wage requirements for H-1B positions are determined by the Department of Labor's wage data for the Portland-South Portland metropolitan area, which tends to reflect lower benchmarks than major metro markets. Employers must certify that sponsored workers are paid at least the prevailing wage for the role. Maine also lacks a large university pipeline feeding directly into tech hiring, so most sponsored candidates arrive with prior U.S. work experience or transfer from other states.
What is the prevailing wage for sponsored customer success jobs in Maine?
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.