Investment Visa Sponsorship Jobs in Rhode Island
Rhode Island's investment sector is anchored by financial services firms in Providence, including Amica Mutual, Textron Financial, and Fidelity's regional offices, alongside university-affiliated endowment and research finance roles at Brown University and URI. Employers in this space actively sponsor H-1B visas for qualified investment analysts, portfolio managers, and financial research professionals.
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SVP, Head of Investment Sales Desk
The Role
As a critical leadership role within the firm, the SVP, Head of Investment Sales Desk drives growth, client engagement, and market impact across Fidelity’s intermediary business by leading sales teams that support wealth, insurance, and defined contribution channels. This leader oversees the distribution of a comprehensive suite of solutions—including mutual funds, ETFs, SMAs, alternatives, and model portfolios—while advancing custom portfolio construction capabilities. Reporting to the Head of Intermediary Distribution, this role sets the strategic direction for the sales desk, builds strong cross-functional partnerships, and ensures financial advisors are equipped with actionable investment insights and practice management thought leadership.
Job Responsibilities
- Lead large organization of 175+ associates in hybrid and internal wholesaling, inbound phone sales, and internships with teams dedicated to Core Wealth, DCIO, Insurance, Edward Jones, ETF, ALTS, and Models
- Set team’s strategy to distribute Fidelity’s mutual fund, ETF, ALTS, model, custom model, SMA, custom SMA, CIT, and portfolio construction capabilities across 82,000 intermediaries
- Drive value proposition to grow advisor practices and help them achieve better investor outcomes through portfolio construction, thought leadership, and practice management
- Prioritize collaboration across FI sales channels, Fidelity business units, investment strategists, sales enablement, learning and engagement, marketing, finance, data, and human resources
- Create an experience for our associates and managers rooted in accountability for business strategy, constant development, thriving culture, and robust career vitality
Industry Experience
- Bachelor’s degree required, MBA or other advanced degree preferred
- 15+ years of successful sales experience in the financial services industry
- Strong knowledge of the RIA, Broker Dealer, Retirement and Institutional Insurance markets
- A thorough understanding of the industry, financial markets, and competitive landscape
- Prior leadership experience
- Series 7, 63 required; 24 & 51 must be obtained within the first 90 days in position
- Travel- 1 Week, minimum, per month to Westlake, TX.
The Skills Required:
- Leadership, coaching, and career development skills with a large early career professionals
- Proven leadership skills, particular on teams in face-paced, collaborative environments
- Ability to recognize process inefficiency and recommend improvement opportunities
- Hands-on leadership style; sets direction, makes decisions, and builds strong teams in competitive technical and commercial talent markets
- Proven effectiveness leading teams through uncertainty, regulatory change, and market cycles while maintaining focus and execution discipline
- Strong execution bias; defines outcomes, tracks performance, and holds teams accountable to measurable results
The Team
The Intermediary Investments Client Group is dedicated to raising assets across our tremendous line up of Fidelity’s investment capabilities. Your team will be accountable for driving sales results through financial intermediaries such as financial advisors and registered investment advisors. You will have a big impact on individual associate development allowing your team to succeed in role and setting up strong career paths. Simultaneously, you will positively be impacting the business results for Fidelity Institutional. You will be able to teach the value of collaboration, inclusivity, mentorship, and allyship which your team will carry through their Fidelity career.
Certifications:
Series 07 - FINRA, Series 24 - FINRA, Series 51 - FINRA, Series 63 - FINRA
Category:
Sales
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.
Job Description:
SVP, Head of Investment Sales Desk
The Role
As a critical leadership role within the firm, the SVP, Head of Investment Sales Desk drives growth, client engagement, and market impact across Fidelity’s intermediary business by leading sales teams that support wealth, insurance, and defined contribution channels. This leader oversees the distribution of a comprehensive suite of solutions—including mutual funds, ETFs, SMAs, alternatives, and model portfolios—while advancing custom portfolio construction capabilities. Reporting to the Head of Intermediary Distribution, this role sets the strategic direction for the sales desk, builds strong cross-functional partnerships, and ensures financial advisors are equipped with actionable investment insights and practice management thought leadership.
Job Responsibilities
- Lead large organization of 175+ associates in hybrid and internal wholesaling, inbound phone sales, and internships with teams dedicated to Core Wealth, DCIO, Insurance, Edward Jones, ETF, ALTS, and Models
- Set team’s strategy to distribute Fidelity’s mutual fund, ETF, ALTS, model, custom model, SMA, custom SMA, CIT, and portfolio construction capabilities across 82,000 intermediaries
- Drive value proposition to grow advisor practices and help them achieve better investor outcomes through portfolio construction, thought leadership, and practice management
- Prioritize collaboration across FI sales channels, Fidelity business units, investment strategists, sales enablement, learning and engagement, marketing, finance, data, and human resources
- Create an experience for our associates and managers rooted in accountability for business strategy, constant development, thriving culture, and robust career vitality
Industry Experience
- Bachelor’s degree required, MBA or other advanced degree preferred
- 15+ years of successful sales experience in the financial services industry
- Strong knowledge of the RIA, Broker Dealer, Retirement and Institutional Insurance markets
- A thorough understanding of the industry, financial markets, and competitive landscape
- Prior leadership experience
- Series 7, 63 required; 24 & 51 must be obtained within the first 90 days in position
- Travel- 1 Week, minimum, per month to Westlake, TX.
The Skills Required:
- Leadership, coaching, and career development skills with a large early career professionals
- Proven leadership skills, particular on teams in face-paced, collaborative environments
- Ability to recognize process inefficiency and recommend improvement opportunities
- Hands-on leadership style; sets direction, makes decisions, and builds strong teams in competitive technical and commercial talent markets
- Proven effectiveness leading teams through uncertainty, regulatory change, and market cycles while maintaining focus and execution discipline
- Strong execution bias; defines outcomes, tracks performance, and holds teams accountable to measurable results
The Team
The Intermediary Investments Client Group is dedicated to raising assets across our tremendous line up of Fidelity’s investment capabilities. Your team will be accountable for driving sales results through financial intermediaries such as financial advisors and registered investment advisors. You will have a big impact on individual associate development allowing your team to succeed in role and setting up strong career paths. Simultaneously, you will positively be impacting the business results for Fidelity Institutional. You will be able to teach the value of collaboration, inclusivity, mentorship, and allyship which your team will carry through their Fidelity career.
Certifications:
Series 07 - FINRA, Series 24 - FINRA, Series 51 - FINRA, Series 63 - FINRA
Category:
Sales
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.
Investment Job Roles in Rhode Island
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Search Investment Jobs in Rhode IslandInvestment Jobs in Rhode Island: Frequently Asked Questions
Which companies sponsor visas for investment roles in Rhode Island?
Providence-based employers with documented H-1B sponsorship history in finance and investment include Amica Mutual, Textron, and regional offices of larger asset management firms. Brown University and the University of Rhode Island also sponsor visas for finance and investment research positions. Sponsorship activity is concentrated in Providence, where the state's financial services industry is headquartered.
Which visa types are most common for investment roles in Rhode Island?
The H-1B is the most common visa for investment analysts, portfolio managers, and quantitative finance roles in Rhode Island, as these positions typically require at least a bachelor's degree in a specific field. O-1A visas are an option for candidates with an exceptional track record in investment research or asset management. Candidates with an employer already filing for permanent residence may also encounter EB-2 or EB-3 pathways.
Which cities in Rhode Island have the most investment sponsorship jobs?
Providence accounts for the large majority of investment sponsorship opportunities in Rhode Island. It is home to the state's major insurance holding companies, regional bank headquarters, and university finance departments. East Providence and Warwick have a smaller share of financial services offices. Outside Providence, sponsorship activity in investment roles drops off considerably given the state's compact geography.
How to find investment visa sponsorship jobs in Rhode Island?
Migrate Mate filters job listings specifically for visa sponsorship, making it straightforward to browse investment roles in Rhode Island without sifting through positions that won't support work authorization. You can search by role type within Rhode Island and see which employers have active openings for analysts, portfolio associates, and related investment positions. It is one of the most direct ways to identify sponsoring employers in this market.
Are there state-specific considerations for investment sponsorship jobs in Rhode Island?
Rhode Island is a small state with a concentrated financial services sector, so the number of active sponsoring employers at any given time is more limited than in larger markets. Brown University's finance and economics departments serve as a meaningful pipeline, and candidates with graduate degrees in quantitative fields tend to be more competitive for the available roles. Prevailing wage requirements under the H-1B apply statewide and are benchmarked to Providence metropolitan area data.
What is the prevailing wage for sponsored investment jobs in Rhode Island?
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.