Zacks Investment Management Visa Sponsorship Jobs USA
Zacks Investment Management is a Chicago-based quantitative investment firm known for its research-driven approach to asset management. The firm sponsors both employment-based Green Cards and supports international students through F-1 OPT and CPT, making it a viable option for finance professionals building a long-term career in the U.S.
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Get Access To All JobsINTRODUCTION
Zacks Investment Management is seeking an experienced external wholesaler to join our dynamic sales and distribution team. As a key member of our RIA Channel, you will serve as a dedicated wholesaler, promoting and distributing our research driven investment management solutions, including Separately Managed Accounts (SMAs), custom SMAs, model portfolios, and other personalized strategies to independent Registered Investment Advisors (RIAs) and financial professionals. The company leverages decades of proprietary research and a disciplined, data-driven investment process to deliver customized, risk-controlled portfolios that help RIAs meet their clients' unique goals. Our solutions emphasize transparency, tax efficiency, personalization, and alpha generation through proven models.
Position Overview
Job Title: RIA Business Consultant (External Wholesaler – RIA Channel)
Location: Remote / Field-based (assigned regional territory)
Reports to: Director of RIA Solutions
Travel: 50-70% (client meetings, conferences, advisor visits within territory)
KEY RESPONSIBILITIES
- Develop and execute a comprehensive business plan to grow assets under management (AUM) and advisor relationships in your assigned territory.
- Build and maintain strong, long-term partnerships with independent RIAs, wealth managers, and financial advisors by serving as their trusted consultant on investment solutions.
- Conduct in-person and virtual meetings, presentations, and educational sessions to showcase our SMA offerings, model blends, custom strategies, and unique solutions.
- Identify new business opportunities, prospect for new RIA partners, and deepen penetration with existing relationships through consultative selling.
- Provide ongoing support, including product training, portfolio construction guidance, performance reporting, and market insights to help advisors integrate our solutions into their practices.
- Collaborate with internal teams (portfolio management, research, compliance, and operations) to address advisor needs and facilitate seamless onboarding and implementation.
- Track and report on sales activity key metrics to achieve or exceed quarterly/annual goals.
- Stay current on industry trends, regulatory changes, competitive landscape, and evolving product suite to position solutions effectively.
QUALIFICATIONS
- Bachelor's degree required, advanced degree preferred.
- 5+ years of experience in financial services sales, preferably as an external wholesaler.
- Proven track record of success in wholesaling ETF’s, SMAs, unified managed accounts (UMAs), model portfolios, or similar investment solutions to independent RIAs.
- Series 7 and Series 66 (or 63 & 65) licenses required.
- Strong understanding of the RIA business, portfolio construction, tax management, and separately managed accounts.
- Excellent communication, presentation, and relationship-building skills with the ability to engage at the C-suite and advisor level.
- Self-motivated, results-oriented, and comfortable working independently in a field-based role.
- Proficiency with CRM systems (e.g., Salesforce), Microsoft Office, and virtual meeting tools.
- Willingness to travel extensively within territory and comply with all regulatory requirements.
WHAT WE OFFER
- Competitive base salary + performance-based incentive compensation (including uncapped bonus potential tied to AUM growth and sales targets).
- Comprehensive benefits package, including health, dental, vision, 401(k).
- Opportunity to work with a respected, research-focused firm backed by years of excellence.
- Supportive team environment with resources to succeed in growing the RIA channel.
If you are a motivated sales professional passionate about helping independent RIAs deliver exceptional, customized investment outcomes to their clients, we invite you to apply.
INTRODUCTION
Zacks Investment Management is seeking an experienced external wholesaler to join our dynamic sales and distribution team. As a key member of our RIA Channel, you will serve as a dedicated wholesaler, promoting and distributing our research driven investment management solutions, including Separately Managed Accounts (SMAs), custom SMAs, model portfolios, and other personalized strategies to independent Registered Investment Advisors (RIAs) and financial professionals. The company leverages decades of proprietary research and a disciplined, data-driven investment process to deliver customized, risk-controlled portfolios that help RIAs meet their clients' unique goals. Our solutions emphasize transparency, tax efficiency, personalization, and alpha generation through proven models.
Position Overview
Job Title: RIA Business Consultant (External Wholesaler – RIA Channel)
Location: Remote / Field-based (assigned regional territory)
Reports to: Director of RIA Solutions
Travel: 50-70% (client meetings, conferences, advisor visits within territory)
KEY RESPONSIBILITIES
- Develop and execute a comprehensive business plan to grow assets under management (AUM) and advisor relationships in your assigned territory.
- Build and maintain strong, long-term partnerships with independent RIAs, wealth managers, and financial advisors by serving as their trusted consultant on investment solutions.
- Conduct in-person and virtual meetings, presentations, and educational sessions to showcase our SMA offerings, model blends, custom strategies, and unique solutions.
- Identify new business opportunities, prospect for new RIA partners, and deepen penetration with existing relationships through consultative selling.
- Provide ongoing support, including product training, portfolio construction guidance, performance reporting, and market insights to help advisors integrate our solutions into their practices.
- Collaborate with internal teams (portfolio management, research, compliance, and operations) to address advisor needs and facilitate seamless onboarding and implementation.
- Track and report on sales activity key metrics to achieve or exceed quarterly/annual goals.
- Stay current on industry trends, regulatory changes, competitive landscape, and evolving product suite to position solutions effectively.
QUALIFICATIONS
- Bachelor's degree required, advanced degree preferred.
- 5+ years of experience in financial services sales, preferably as an external wholesaler.
- Proven track record of success in wholesaling ETF’s, SMAs, unified managed accounts (UMAs), model portfolios, or similar investment solutions to independent RIAs.
- Series 7 and Series 66 (or 63 & 65) licenses required.
- Strong understanding of the RIA business, portfolio construction, tax management, and separately managed accounts.
- Excellent communication, presentation, and relationship-building skills with the ability to engage at the C-suite and advisor level.
- Self-motivated, results-oriented, and comfortable working independently in a field-based role.
- Proficiency with CRM systems (e.g., Salesforce), Microsoft Office, and virtual meeting tools.
- Willingness to travel extensively within territory and comply with all regulatory requirements.
WHAT WE OFFER
- Competitive base salary + performance-based incentive compensation (including uncapped bonus potential tied to AUM growth and sales targets).
- Comprehensive benefits package, including health, dental, vision, 401(k).
- Opportunity to work with a respected, research-focused firm backed by years of excellence.
- Supportive team environment with resources to succeed in growing the RIA channel.
If you are a motivated sales professional passionate about helping independent RIAs deliver exceptional, customized investment outcomes to their clients, we invite you to apply.
Job Roles at Zacks Investment Management
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Get Access To All JobsTips for Finding Zacks Investment Management Visa Sponsorship Jobs USA
Target roles that align with Zacks' quantitative focus
Zacks Investment Management leans heavily on research, data analysis, and portfolio management. Roles in quantitative research, financial modeling, and investment analysis are the most natural fit for visa sponsorship consideration at a firm of this profile.
Understand which visa types Zacks actually files
Zacks sponsors employment-based Green Cards and supports F-1 OPT and CPT holders. If you're on OPT, this is a realistic entry point, many sponsored employees at investment firms start through OPT before transitioning to permanent residency pathways.
Factor in the Green Card timeline for long-term planning
Zacks' sponsorship activity is concentrated in employment-based Green Card filings. If you're planning for long-term U.S. residency rather than a short-term work visa, this aligns well, but expect a multi-year commitment from both sides before a petition is filed.
Use Migrate Mate to verify open roles with real sponsorship history
Investment firms don't always advertise their sponsorship policies publicly. Migrate Mate surfaces verified sponsors so you can filter by real sponsorship history and find Zacks Investment Management roles without guessing whether sponsorship is on the table.
Apply with a degree in finance, economics, or a quantitative field
Asset management firms like Zacks typically require degrees that directly support the role, finance, economics, mathematics, or statistics. Ensuring your degree aligns with the position strengthens both your candidacy and the employer's ability to support a sponsorship petition.
Connect with Zacks during campus recruiting if you're on CPT or OPT
Zacks participates in hiring international students through CPT and OPT. If you're still completing your degree or in your OPT window, this is a practical first step, firms that hire at the student stage are more likely to support later immigration sponsorship.
Frequently Asked Questions
Does Zacks Investment Management sponsor H-1B visas?
Based on available sponsorship data, Zacks Investment Management does not have a recent track record of H-1B visa filings. Their sponsorship activity is focused on employment-based Green Cards and F-1 OPT and CPT. If you're specifically seeking H-1B sponsorship, it's worth confirming directly with their HR team before applying, as sponsorship policies can evolve.
What visa types does Zacks Investment Management sponsor?
Zacks Investment Management sponsors employment-based Green Cards, specifically EB-2 and EB-3 categories, and supports international students through F-1 OPT and CPT. They also accept TN visa holders. This makes them a realistic option for candidates already authorized to work in the U.S. who are looking for a firm willing to support permanent residency over time.
Which roles or departments at Zacks Investment Management are most likely to receive visa sponsorship?
Given Zacks' core business in quantitative investment research and asset management, sponsorship activity is most likely concentrated in analytical and research-oriented roles, think investment analysts, portfolio researchers, and financial modeling specialists. Roles that require advanced degrees in finance, economics, or mathematics are the strongest candidates for employment-based sponsorship at firms like Zacks.
How do I find open jobs at Zacks Investment Management that offer visa sponsorship?
Migrate Mate lists companies with verified sponsorship histories, including Zacks Investment Management, so you can browse open roles without having to guess whether the employer will sponsor. Filtering by visa type and employer lets you focus your job search on firms that have actually filed for candidates in your situation, saving time and reducing uncertainty during your application process.
What should I expect from the sponsorship timeline if I'm hired at Zacks Investment Management?
If you're entering through F-1 OPT, expect to spend at least one to three years demonstrating performance before an employer initiates a Green Card process. Employment-based Green Card petitions involve a PERM labor certification step, which can take a year or more on its own. Candidates from India or China should also account for visa backlogs in the EB-2 and EB-3 categories when planning their timeline.