E-3 Visa Strategic Sales Executive Jobs
Strategic Sales Executive roles qualify for E-3 visa sponsorship as specialty occupations requiring a bachelor's degree in business, marketing, or a related field. The E-3 has no lottery and no annual cap, making it a practical path for Australian professionals pursuing senior sales leadership in the U.S.
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Get Access To All JobsINTRODUCTION
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management, and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries.
Morgan Stanley Wealth Management (WM) is an industry leader in providing advice and investment solutions to clients using its diverse set of Financial Advisors. The acquisition of E*TRADE in 2020 expanded the value proposition to younger, high-potential, digital-savvy clients who preferred a self-directed trading and investment solution. This rich and robust dataset of customers is a competitive advantage which allows us to deliver value across a full-service relationship to our clients.
Within WM Strategy & Analytics, the Workplace & ICS Analytics team serves as a strategic partner to Morgan Stanley at Work (MSAW) leadership, delivering business intelligence, executive reporting, client and participant insights, growth opportunity identification, and strategic analytics that drive decision-making across the Workplace ecosystem. The team supports a broad set of stakeholders spanning Stock Plan, Corporate Clients, Sales, Product, Finance, and Wealth Management leadership. This role combines strategic analytics leadership, executive stakeholder engagement, and business intelligence execution to help shape the future growth and operating model of the Workplace business.
Position Summary
Wealth Management Analytics & Data seeks an Executive Director to lead Workplace analytics strategy, business intelligence, and executive reporting for Stock Plan Corporate Clients, Participants, and their impact to various Wealth Management businesses.
The role translates complex data into actionable insights, measures business performance, identifies growth opportunities, and supports sales and revenue strategy. Partnering with senior business, technology, finance, product, and data leaders, this individual establishes trusted metrics, delivers scalable reporting, and advances cross-functional initiatives. Success requires analytical rigor, executive presence, stakeholder influence, and the ability to lead highly visible analytics initiatives.
Key Responsibilities
- Define and execute the analytics strategy for Morgan Stanley at Work, aligning priorities with Workplace growth objectives.
- Own KPI frameworks, governance, and executive reporting, delivering clear insights and recommendations for leadership reviews, strategic planning, and business initiatives.
- Lead stock plan and corporate client analytics, covering public and private companies, private markets, global footprint, contract renewals, client retention, and relationship intelligence.
- Identify cross-sell, referral, and Workplace-to-Wealth conversion opportunities across Wealth Management, Institutional channels, Corporate Client Coverage, and advisor networks.
- Deliver sales and pipeline intelligence to support prospecting, revenue expansion, and opportunity prioritization, leveraging internal data and external sources such as Equilar, PitchBook, and CB Insights.
- Oversee participant and asset analytics, including segmentation, participant growth, asset acquisition and retention drivers, and equity compensation holding behavior.
- Direct financial analytics supporting business planning, compensation, referral economics, revenue attribution, accruals, payout programs, and financial performance management.
- Advance analytics infrastructure and capabilities with Technology, Data Engineering, and Data Governance, improving data quality, metric consistency, reporting scalability, AI-enabled analytics, and self-service business intelligence.
- Lead and develop the analytics team, overseeing delivery and building alignment with senior stakeholders across Workplace, Wealth Management, Product, Finance, Operations, and Technology.
Required Qualifications
- Minimum education requirement; Bachelor's degree. Master's degree preferred in quantitative, analytical, business, or technical discipline such as Statistics, Economics, Finance, Engineering, Data Science, Computer Science, or Business.
- 8+ years of experience in analytics, strategy, consulting, financial services, or related functions, preferably within financial services, wealth management or equity compensation.
- Hands-on SQL/Python experience, including complex modeling and data manipulation.
- Demonstrated experience leading complex analytics programs that span business, technology, data, and executive stakeholder groups. Advanced analytical and problem-solving skills with the ability to synthesize large, complex datasets into concise business recommendations.
- Proven ability to develop analytics strategies, performance frameworks, executive reporting, and actionable business insights and to operate independently, navigate ambiguity, and drive initiatives from concept through execution.
- Strong leadership experience managing teams and developing talent within a high-performance environment.
- Strong stakeholder management skills with demonstrated ability to influence executive decision makers and build consensus across organizations.
- Experience establishing governance, controls, and data quality standards for business-critical reporting.
- Expertise in business intelligence, data visualization, reporting automation, and executive-level communication.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
Expected base pay rates for the role will be between $150,000 and $250,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo.
INTRODUCTION
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management, and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries.
Morgan Stanley Wealth Management (WM) is an industry leader in providing advice and investment solutions to clients using its diverse set of Financial Advisors. The acquisition of E*TRADE in 2020 expanded the value proposition to younger, high-potential, digital-savvy clients who preferred a self-directed trading and investment solution. This rich and robust dataset of customers is a competitive advantage which allows us to deliver value across a full-service relationship to our clients.
Within WM Strategy & Analytics, the Workplace & ICS Analytics team serves as a strategic partner to Morgan Stanley at Work (MSAW) leadership, delivering business intelligence, executive reporting, client and participant insights, growth opportunity identification, and strategic analytics that drive decision-making across the Workplace ecosystem. The team supports a broad set of stakeholders spanning Stock Plan, Corporate Clients, Sales, Product, Finance, and Wealth Management leadership. This role combines strategic analytics leadership, executive stakeholder engagement, and business intelligence execution to help shape the future growth and operating model of the Workplace business.
Position Summary
Wealth Management Analytics & Data seeks an Executive Director to lead Workplace analytics strategy, business intelligence, and executive reporting for Stock Plan Corporate Clients, Participants, and their impact to various Wealth Management businesses.
The role translates complex data into actionable insights, measures business performance, identifies growth opportunities, and supports sales and revenue strategy. Partnering with senior business, technology, finance, product, and data leaders, this individual establishes trusted metrics, delivers scalable reporting, and advances cross-functional initiatives. Success requires analytical rigor, executive presence, stakeholder influence, and the ability to lead highly visible analytics initiatives.
Key Responsibilities
- Define and execute the analytics strategy for Morgan Stanley at Work, aligning priorities with Workplace growth objectives.
- Own KPI frameworks, governance, and executive reporting, delivering clear insights and recommendations for leadership reviews, strategic planning, and business initiatives.
- Lead stock plan and corporate client analytics, covering public and private companies, private markets, global footprint, contract renewals, client retention, and relationship intelligence.
- Identify cross-sell, referral, and Workplace-to-Wealth conversion opportunities across Wealth Management, Institutional channels, Corporate Client Coverage, and advisor networks.
- Deliver sales and pipeline intelligence to support prospecting, revenue expansion, and opportunity prioritization, leveraging internal data and external sources such as Equilar, PitchBook, and CB Insights.
- Oversee participant and asset analytics, including segmentation, participant growth, asset acquisition and retention drivers, and equity compensation holding behavior.
- Direct financial analytics supporting business planning, compensation, referral economics, revenue attribution, accruals, payout programs, and financial performance management.
- Advance analytics infrastructure and capabilities with Technology, Data Engineering, and Data Governance, improving data quality, metric consistency, reporting scalability, AI-enabled analytics, and self-service business intelligence.
- Lead and develop the analytics team, overseeing delivery and building alignment with senior stakeholders across Workplace, Wealth Management, Product, Finance, Operations, and Technology.
Required Qualifications
- Minimum education requirement; Bachelor's degree. Master's degree preferred in quantitative, analytical, business, or technical discipline such as Statistics, Economics, Finance, Engineering, Data Science, Computer Science, or Business.
- 8+ years of experience in analytics, strategy, consulting, financial services, or related functions, preferably within financial services, wealth management or equity compensation.
- Hands-on SQL/Python experience, including complex modeling and data manipulation.
- Demonstrated experience leading complex analytics programs that span business, technology, data, and executive stakeholder groups. Advanced analytical and problem-solving skills with the ability to synthesize large, complex datasets into concise business recommendations.
- Proven ability to develop analytics strategies, performance frameworks, executive reporting, and actionable business insights and to operate independently, navigate ambiguity, and drive initiatives from concept through execution.
- Strong leadership experience managing teams and developing talent within a high-performance environment.
- Strong stakeholder management skills with demonstrated ability to influence executive decision makers and build consensus across organizations.
- Experience establishing governance, controls, and data quality standards for business-critical reporting.
- Expertise in business intelligence, data visualization, reporting automation, and executive-level communication.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
Expected base pay rates for the role will be between $150,000 and $250,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo.
See all 1,073+ E-3 Visa Strategic Sales Executive Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new E-3 Visa Strategic Sales Executive Jobs.
Get Access To All JobsTips for Finding E-3 Visa Sponsorship in Strategic Sales Executive
Frame your degree for U.S. specialty occupation
Australian three-year bachelor's degrees are accepted as equivalent to U.S. four-year degrees for E-3 visa purposes. Have your transcripts ready to show the field of study directly supports a Strategic Sales Executive role, not just any business function.
Target employers with active LCA filing history
Search the DOL's Office of Foreign Labor Certification disclosure data to identify companies that have previously certified LCAs for sales leadership roles. Employers familiar with the process move faster and are less likely to stall on sponsorship.
Address the specialty occupation question early
Not every Strategic Sales Executive role qualifies automatically. Roles requiring a bachelor's in a specific field like marketing, business, or finance are stronger candidates. If the job description says 'degree preferred,' push your employer to change it to 'degree required' before the LCA is filed.
Use Migrate Mate's E-3 filing service for your offer stage
Once you have an offer, use Migrate Mate's E-3 filing service to handle your LCA and visa paperwork end-to-end. This prevents delays from employer-side filing errors and ensures your consulate appointment is properly supported.
Prepare for nonimmigrant intent questions at the consulate
Consular officers will assess whether you plan to return to Australia. Senior sales roles with regional or global responsibility can raise dual-intent scrutiny. Have a clear, honest explanation of your U.S. assignment scope and Australian ties ready before your interview.
Confirm prevailing wage before accepting your offer
Your employer must certify with the DOL that your salary meets the prevailing wage for your role and location. Verify this before signing your offer letter so there are no renegotiations after the LCA is submitted, which can delay your start date.
E-3 Visa Strategic Sales Executive: Frequently Asked Questions
How do I find Strategic Sales Executive jobs that offer E-3 visa sponsorship?
Most job boards don't filter by visa type, so you're left guessing which employers will sponsor. Migrate Mate is built specifically for Australian professionals and surfaces Strategic Sales Executive roles from employers with E-3 sponsorship history, so you're not spending time on applications that will go nowhere.
How much does it cost to get an E-3 visa?
Migrate Mate's E-3 filing service covers the entire process for $499, including the Labor Condition Application, visa document preparation, and consulate appointment guidance. Traditional immigration lawyers charge $2,000–$5,000+ for the same work. The E-3 has less paperwork than most work visas, so paying thousands for legal help is usually unnecessary.
Does a Strategic Sales Executive role qualify as a specialty occupation for the E-3?
It can, but the role has to require a specific bachelor's degree, not just any degree or equivalent experience. Job descriptions that list business, marketing, finance, or a related field as required, not preferred, are the strongest candidates. If the posting is vague, ask the employer to tighten the language before the LCA is submitted to the DOL.
How does the E-3 compare to the H-1B for Strategic Sales Executive roles?
The E-3 has no lottery and no annual cap, so you can apply any time of year and start within weeks of your consulate appointment. The H-1B visa requires registration in March and a lottery draw, meaning many qualified applicants wait a year or more. For sales roles where timing and deal cycles matter, the E-3's speed is a real advantage.
Can I change employers while on an E-3 as a Strategic Sales Executive?
Yes, but it's not a simple transfer. Your new employer needs to file a fresh LCA with the DOL and you'll need to apply for a new E-3 visa, typically at a U.S. consulate in Australia or a third country. You can't just start the new role on your existing visa stamp, so plan for a gap between resignation and your new start date.