Financial Services Account Executive Jobs in USA with Visa Sponsorship
Financial Services Account Executive roles attract H-1B and E-3 visa sponsorship from banks, asset managers, and fintech firms. Employers typically require a bachelor's degree in finance, business, or a related field, and sponsorship is most common at enterprise-level organizations with established immigration programs. For detailed occupation requirements, see the O*NET profile.
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At CDW, we make it happen, together. Trust, connection, and commitment are at the heart of how we work together to deliver for our customers. It’s why we’re coworkers, not just employees. Coworkers who genuinely believe in supporting our customers and one another. We collectively forge our path forward with a level of commitment that speaks to who we are and where we’re headed. We’re proud to share our story and Make Amazing Happen at CDW.
Job Summary
CDW is seeking a Financial Services Account Executive (AE), to work in cross functional teams. This mid-level position is responsible for driving sales in a specialized portfolio of clients. You must possess a high need to collaborate with internal and external stakeholders. The AE demands strong account management skills, including Supplier Diversity, RFx, VPAs, EDI/Epro. Working as an AE you will demonstrate a deep understanding of CDW's technology solutions and a consultative approach to sales. As an AE you are expected to not only drive new business, but also expand and deepen relationships with existing clients by offering strategic, customized solutions. The AE will collaborate closely with internal stakeholders, including marketing, product teams, and delivery managers, to tailor solutions that align with clients’ business objectives.
We are currently pipelining talent for the Northeast region in anticipation of future needs.
What you will do:
- Develop and execute sales strategies to drive revenue growth and expand the client base, focusing on both new and existing accounts.
- Cultivate and maintain strong relationships with key decision-makers within customer organizations, often at the senior and C-level.
- Leverage consultative sales techniques to assess client needs and propose comprehensive solutions, including cross-selling CDW’s products and services.
- Prioritizing Accounts and Opportunities: Independently assess our book of business using key criteria such as customer potential, competitive advantage, relationship depth, and strategic alignment. Work with sales leadership to balance short-term targets with long-term growth potential, identifying underpenetrated areas within key accounts.
- Developing an Account Strategy: Execute account strategies by setting clear objectives, aligning with customer priorities, and identifying tactical plays. Collaborate with solution architects and principal AEs to develop scalable plans that anticipate risk and include measurable success metrics.
- Time-Constrained Discovery: Lead discovery conversations by identifying key business needs, defining success criteria, and gathering relevant insights. Must articulate the value of discovery, actively listening to the stakeholder's input, and respecting time constraints to ensure productive and respectful interactions.
- Aligning to the Customer’s Buying Cycle: Guide your customers through the buying cycle by understanding internal processes, and timeline constraints, augmenting your approach as needed. As a consultant, you will maintain forward momentum while addressing risks and objections collaboratively.
- Conveying Value: Build credibility through subject matter knowledge, account insight, and personalized solution positioning. Be able to connect customer centric outcomes with CDW’s capabilities. Validate mutual business understanding, defining affected priorities, engaging in discussions about the value of the offering, and establishing clear impact measurement metrics.
- Managing Stakeholders: Proactively engage across organizations. Tailor your communications based on role, and responsibility while balancing stakeholder and seller interests, re-validating stakeholder interests, tailoring the value message to individual stakeholders, and collaboratively co-creating a solution are essential steps for building meaningful and successful relationships.
What we expect of you:
- A minimum of 3-5 years of direct selling experience in a Financial Services customer-facing sales environment.
- Bachelor’s degree in a STEM-related field, Business Administration, or equivalent practical experience.
- General understanding of key technologies, including but not limited to Cisco, Microsoft, IBM, EMC, and HP, as well as competitive equivalents.
- Exceptional verbal and written communication skills, with the ability to engage effectively with stakeholders at all levels.
- Proven sales expertise, with a demonstrated ability to meet targets and inspire enthusiasm in the sales process.
- Strong strategic planning, time management, and organizational skills, with a keen attention to detail.
Pay range: $40,000 - $64,000, depending on experience and skill set. Annual bonus target of 150% subject to terms and conditions of plan.
Benefits overview:
https://cdw.benefit-info.com/
Salary ranges may be subject to geographic differentials.
We make technology work so people can do great things.
CDW is a leading multi-brand provider of information technology solutions to business, government, education and healthcare customers in the United States, the United Kingdom and Canada. A Fortune 500 company and member of the S&P 500 Index, CDW helps its customers to navigate an increasingly complex IT market and maximize return on their technology investments. Together, we unite. Together, we win. Together, we thrive.
CDW is an equal opportunity employer. All qualified applicants will receive consideration for employment without regards to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status or any other basis prohibited by state and local law. CDW is committed to fostering an equitable, transparent, and respectful hiring process for all applicants. During our application process, CDW’s goal is to get to know you as an applicant and understand your experience, strengths, skills, and qualifications. While AI can help you present yourself more clearly and effectively, the essence of your application should be authentically yours. To learn more, please review CDW's AI Applicant Notice.
Description
At CDW, we make it happen, together. Trust, connection, and commitment are at the heart of how we work together to deliver for our customers. It’s why we’re coworkers, not just employees. Coworkers who genuinely believe in supporting our customers and one another. We collectively forge our path forward with a level of commitment that speaks to who we are and where we’re headed. We’re proud to share our story and Make Amazing Happen at CDW.
Job Summary
CDW is seeking a Financial Services Account Executive (AE), to work in cross functional teams. This mid-level position is responsible for driving sales in a specialized portfolio of clients. You must possess a high need to collaborate with internal and external stakeholders. The AE demands strong account management skills, including Supplier Diversity, RFx, VPAs, EDI/Epro. Working as an AE you will demonstrate a deep understanding of CDW's technology solutions and a consultative approach to sales. As an AE you are expected to not only drive new business, but also expand and deepen relationships with existing clients by offering strategic, customized solutions. The AE will collaborate closely with internal stakeholders, including marketing, product teams, and delivery managers, to tailor solutions that align with clients’ business objectives.
We are currently pipelining talent for the Northeast region in anticipation of future needs.
What you will do:
- Develop and execute sales strategies to drive revenue growth and expand the client base, focusing on both new and existing accounts.
- Cultivate and maintain strong relationships with key decision-makers within customer organizations, often at the senior and C-level.
- Leverage consultative sales techniques to assess client needs and propose comprehensive solutions, including cross-selling CDW’s products and services.
- Prioritizing Accounts and Opportunities: Independently assess our book of business using key criteria such as customer potential, competitive advantage, relationship depth, and strategic alignment. Work with sales leadership to balance short-term targets with long-term growth potential, identifying underpenetrated areas within key accounts.
- Developing an Account Strategy: Execute account strategies by setting clear objectives, aligning with customer priorities, and identifying tactical plays. Collaborate with solution architects and principal AEs to develop scalable plans that anticipate risk and include measurable success metrics.
- Time-Constrained Discovery: Lead discovery conversations by identifying key business needs, defining success criteria, and gathering relevant insights. Must articulate the value of discovery, actively listening to the stakeholder's input, and respecting time constraints to ensure productive and respectful interactions.
- Aligning to the Customer’s Buying Cycle: Guide your customers through the buying cycle by understanding internal processes, and timeline constraints, augmenting your approach as needed. As a consultant, you will maintain forward momentum while addressing risks and objections collaboratively.
- Conveying Value: Build credibility through subject matter knowledge, account insight, and personalized solution positioning. Be able to connect customer centric outcomes with CDW’s capabilities. Validate mutual business understanding, defining affected priorities, engaging in discussions about the value of the offering, and establishing clear impact measurement metrics.
- Managing Stakeholders: Proactively engage across organizations. Tailor your communications based on role, and responsibility while balancing stakeholder and seller interests, re-validating stakeholder interests, tailoring the value message to individual stakeholders, and collaboratively co-creating a solution are essential steps for building meaningful and successful relationships.
What we expect of you:
- A minimum of 3-5 years of direct selling experience in a Financial Services customer-facing sales environment.
- Bachelor’s degree in a STEM-related field, Business Administration, or equivalent practical experience.
- General understanding of key technologies, including but not limited to Cisco, Microsoft, IBM, EMC, and HP, as well as competitive equivalents.
- Exceptional verbal and written communication skills, with the ability to engage effectively with stakeholders at all levels.
- Proven sales expertise, with a demonstrated ability to meet targets and inspire enthusiasm in the sales process.
- Strong strategic planning, time management, and organizational skills, with a keen attention to detail.
Pay range: $40,000 - $64,000, depending on experience and skill set. Annual bonus target of 150% subject to terms and conditions of plan.
Benefits overview:
https://cdw.benefit-info.com/
Salary ranges may be subject to geographic differentials.
We make technology work so people can do great things.
CDW is a leading multi-brand provider of information technology solutions to business, government, education and healthcare customers in the United States, the United Kingdom and Canada. A Fortune 500 company and member of the S&P 500 Index, CDW helps its customers to navigate an increasingly complex IT market and maximize return on their technology investments. Together, we unite. Together, we win. Together, we thrive.
CDW is an equal opportunity employer. All qualified applicants will receive consideration for employment without regards to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status or any other basis prohibited by state and local law. CDW is committed to fostering an equitable, transparent, and respectful hiring process for all applicants. During our application process, CDW’s goal is to get to know you as an applicant and understand your experience, strengths, skills, and qualifications. While AI can help you present yourself more clearly and effectively, the essence of your application should be authentically yours. To learn more, please review CDW's AI Applicant Notice.
How to Get Visa Sponsorship in Financial Services Account Executive
Frame your degree as a specialty occupation qualifier
USCIS requires that account executive roles in financial services demand a specific bachelor's degree, not just any degree. A finance, economics, or business degree tied directly to the role strengthens your specialty occupation case considerably.
Approach employers before H-1B registration opens in March
H-1B registration opens each March for an October 1 start date. Getting an offer by January or February gives your employer time to work with immigration counsel, prepare the LCA, and meet the registration deadline without rushing.
Quantify your book of business or revenue impact
Sponsoring employers want to know you're worth the investment. Account executives who can show documented client acquisition numbers, portfolio growth, or revenue contribution make a stronger business case for sponsorship than those with vague accomplishments.
Browse Migrate Mate for verified sponsoring employers
Not every financial services firm will sponsor a visa, and identifying which ones do upfront saves significant time. Migrate Mate lists account executive roles at employers with confirmed sponsorship history, so you're not guessing.
Financial Services Account Executive jobs are hiring across the US. Find yours.
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Get Access To All JobsFrequently Asked Questions
Does a Financial Services Account Executive role qualify as a specialty occupation for H-1B purposes?
It can, but it's not automatic. USCIS requires that the position normally requires a bachelor's degree in a specific field, not just any degree. A financial services account executive role tied to securities, asset management, or institutional banking, where a finance or economics degree is genuinely required, typically qualifies. Generalist sales roles with no specific degree requirement are more likely to face a Request for Evidence.
Which visa types are most commonly sponsored for Financial Services Account Executive roles?
H-1B is the most common path for most nationalities, subject to the annual lottery. Australians can pursue the E-3 visa, which has no lottery and allows two-year renewable status. Canadians and Mexicans may qualify under TN if the role fits a qualifying USMCA profession. L-1 transfers are possible for candidates already employed at a multinational financial institution with a U.S. presence.
How competitive is H-1B sponsorship for account executive roles in financial services?
Large financial institutions sponsor H-1B visas frequently, but the lottery itself remains competitive, with a selection rate around 25% in recent years. Candidates with a master's degree from a U.S. institution get an additional lottery entry under the advanced degree exemption, improving overall odds. Working with an employer who files in the regular cap and master's cap simultaneously maximizes your chances.
Where can I find Financial Services Account Executive jobs that offer visa sponsorship?
Migrate Mate lists financial services account executive roles specifically filtered for visa sponsorship. Rather than sorting through hundreds of postings where sponsorship willingness is unclear, Migrate Mate surfaces employers with a demonstrated history of sponsoring candidates, which is particularly useful for roles like this where sponsorship willingness varies significantly by firm size and structure.
Does my degree field matter if I have strong sales experience in financial services?
For H-1B purposes, degree field matters more than experience alone. USCIS evaluates whether the specific job requires a degree in a directly related field. However, the three-for-one rule allows three years of relevant professional experience to substitute for one year of formal education, so candidates with extensive financial services backgrounds but non-traditional degrees can still build a qualifying profile with the right employer and immigration attorney.
What is the prevailing wage requirement for sponsored Financial Services Account Executive jobs?
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.
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