E-3 Visa Team Lead, Sales Jobs
Team Lead, Sales roles qualify for E-3 visa sponsorship when the position requires a bachelor's degree in business, marketing, or a related field. The E-3 has no lottery and no annual cap, so Australian professionals can pursue U.S. sales leadership roles without the H-1B visa timing constraints.
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The Investment Counselor Grp Mgr is accountable for management of complex/critical/large professional disciplinary areas. Leads and directs a team of professionals. Requires a comprehensive understanding of multiple areas within a function and how they interact in order to achieve the objectives of the function. Applies in-depth understanding of the business impact of technical contributions. Strong commercial awareness is a necessity. Generally accountable for delivery of a full range of services to one or more businesses/geographic regions. Excellent communication skills required in order to negotiate internally, often at a senior level. Some external communication may be necessary. Accountable for the end results of an area. Exercises control over resources, policy formulation and planning. Primarily affects a sub-function. Involved in short- to medium-term planning of actions and resources for own area.
Responsibilities:
- Lead produce growth in investment revenue and AUMs with Ultra High Net Worth clients.
- Experienced in constructing and overseeing investment portfolios as well as in delivering advice and guidance on markets and actionable investment ideas.
- Credibility to cultivate trusting, productive relationships with key partners throughout CPB and the wider Citi.
- Entrepreneurial and capable of bringing in new clients/investment management mandates to the bank.
- Have an exceptional understanding of, and ability to communicate, the full range of investment themes, products and services Citi Private Bank offers to clients, including, though not limited to, capital market solutions, and traditional and alternative investments.
- Instill collaborative and team-oriented behavior, and leverage a wide array of product and other specialists, as well as other divisions within Citigroup, to broaden investment relationships and add the most value to clients.
- Understand how to align products and other investment solutions with asset allocation targets, risk management parameters and client goals.
- Coach experienced ICs and colleagues in the best ways to apply products to serve clients.
- Demonstrate an ability to partner closely and effectively with management colleagues in order to coach, support and motivate client-facing professionals.
- Function as the primary client contact and trusted investment advisor for clients, including direct selling, determining suitability, identifying product specific opportunities, portfolio advice and after sales execution (in partnership with the Banker team).
- Implement a strategic advisory approach to account planning, focusing on the investment relationship in partnership with the Banker.
- Arrange and lead regular (quarterly) investment and business reviews with assigned clients.
- Actively look for cross sell opportunities in other areas of the bank, in particular lending, trust and institutional markets solutions, etc.
- Partner with Bankers to prospect for new investment business.
- Understand the investment needs of assigned clients (i.e. return expectation, risk appetite, time horizon, liquidity needs, etc.) and ensure that positions are in line with client risk profiles.
- Minimize the client’s and Private Bank’s exposure to risk by observing suitability policies and by monitoring and communicating changes in the client’s financial condition as well as industry and economic trends.
- Observe suitability and credit policies at the point of client transactions for trade approval.
- Recommend strategic and tactical asset allocation in line with CPB’s house view.
- Oversee and coordinate the portfolio construction and implementation of investment mandates across all appropriate internal resources such as the Investment Lab, Capital Market Specialists, Managed Investment Specialists, etc.
- Provide direct and active ongoing portfolio advice to assigned client.
- Uncover needs that are not clearly expressed by the client.
- Advise and influence clients, overcome objections and demonstrate the confidence to close significant business.
- Lead investment discussions and presentations in one-on-one settings, in small groups, and with larger audiences.
- Communicate complex technical details easily and consistent with the level of sophistication of the client or sales team member.
- Build partnerships and succeed in a highly decentralized, matrixed and entrepreneurial business model.
- Demonstrate resilience and ability to thrive and deliver results in a high pressure, global, rapidly changing and often ambiguous environment.
- Exemplify the highest standards of conduct in all their professional activities and will faithfully observe the letter and spirit of Citi’s policies and principles.
- Knowledge of and ability to communicate capital markets strategies (equity, fixed income, FX derivatives, rates, credit, structured products) with clients.
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.
BASIC QUALIFICATIONS:
- 10+ years of experience.
- Robust experience in providing investment advice and solutions as well as managerial experience.
- Bachelor's degree; Robust experience in providing investment advice and solutions as well as managerial experience.
- Prior managed investment experience with a strong ability to explain and implement asset allocation and individual asset classes.
- Ability to articulate and advocate the house view of Citi and CPB as well as the investments Citi recommends.
- US Only: S7, S66 (or 63 & 65) & S3; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7).
Education:
- Bachelor's/University degree, Master's degree preferred.
Job Family Group: Private Client Product Services
Job Family: Investment Counselor
Time Type: Full time
Primary Location: San Francisco California United States
Primary Location Full Time Salary Range: $250,000.00 - $500,000.00. In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Most Relevant Skills Please see the requirements listed above.
Other Relevant Skills For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date: jun 05, 2026
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.
INTRODUCTION
The Investment Counselor Grp Mgr is accountable for management of complex/critical/large professional disciplinary areas. Leads and directs a team of professionals. Requires a comprehensive understanding of multiple areas within a function and how they interact in order to achieve the objectives of the function. Applies in-depth understanding of the business impact of technical contributions. Strong commercial awareness is a necessity. Generally accountable for delivery of a full range of services to one or more businesses/geographic regions. Excellent communication skills required in order to negotiate internally, often at a senior level. Some external communication may be necessary. Accountable for the end results of an area. Exercises control over resources, policy formulation and planning. Primarily affects a sub-function. Involved in short- to medium-term planning of actions and resources for own area.
Responsibilities:
- Lead produce growth in investment revenue and AUMs with Ultra High Net Worth clients.
- Experienced in constructing and overseeing investment portfolios as well as in delivering advice and guidance on markets and actionable investment ideas.
- Credibility to cultivate trusting, productive relationships with key partners throughout CPB and the wider Citi.
- Entrepreneurial and capable of bringing in new clients/investment management mandates to the bank.
- Have an exceptional understanding of, and ability to communicate, the full range of investment themes, products and services Citi Private Bank offers to clients, including, though not limited to, capital market solutions, and traditional and alternative investments.
- Instill collaborative and team-oriented behavior, and leverage a wide array of product and other specialists, as well as other divisions within Citigroup, to broaden investment relationships and add the most value to clients.
- Understand how to align products and other investment solutions with asset allocation targets, risk management parameters and client goals.
- Coach experienced ICs and colleagues in the best ways to apply products to serve clients.
- Demonstrate an ability to partner closely and effectively with management colleagues in order to coach, support and motivate client-facing professionals.
- Function as the primary client contact and trusted investment advisor for clients, including direct selling, determining suitability, identifying product specific opportunities, portfolio advice and after sales execution (in partnership with the Banker team).
- Implement a strategic advisory approach to account planning, focusing on the investment relationship in partnership with the Banker.
- Arrange and lead regular (quarterly) investment and business reviews with assigned clients.
- Actively look for cross sell opportunities in other areas of the bank, in particular lending, trust and institutional markets solutions, etc.
- Partner with Bankers to prospect for new investment business.
- Understand the investment needs of assigned clients (i.e. return expectation, risk appetite, time horizon, liquidity needs, etc.) and ensure that positions are in line with client risk profiles.
- Minimize the client’s and Private Bank’s exposure to risk by observing suitability policies and by monitoring and communicating changes in the client’s financial condition as well as industry and economic trends.
- Observe suitability and credit policies at the point of client transactions for trade approval.
- Recommend strategic and tactical asset allocation in line with CPB’s house view.
- Oversee and coordinate the portfolio construction and implementation of investment mandates across all appropriate internal resources such as the Investment Lab, Capital Market Specialists, Managed Investment Specialists, etc.
- Provide direct and active ongoing portfolio advice to assigned client.
- Uncover needs that are not clearly expressed by the client.
- Advise and influence clients, overcome objections and demonstrate the confidence to close significant business.
- Lead investment discussions and presentations in one-on-one settings, in small groups, and with larger audiences.
- Communicate complex technical details easily and consistent with the level of sophistication of the client or sales team member.
- Build partnerships and succeed in a highly decentralized, matrixed and entrepreneurial business model.
- Demonstrate resilience and ability to thrive and deliver results in a high pressure, global, rapidly changing and often ambiguous environment.
- Exemplify the highest standards of conduct in all their professional activities and will faithfully observe the letter and spirit of Citi’s policies and principles.
- Knowledge of and ability to communicate capital markets strategies (equity, fixed income, FX derivatives, rates, credit, structured products) with clients.
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.
BASIC QUALIFICATIONS:
- 10+ years of experience.
- Robust experience in providing investment advice and solutions as well as managerial experience.
- Bachelor's degree; Robust experience in providing investment advice and solutions as well as managerial experience.
- Prior managed investment experience with a strong ability to explain and implement asset allocation and individual asset classes.
- Ability to articulate and advocate the house view of Citi and CPB as well as the investments Citi recommends.
- US Only: S7, S66 (or 63 & 65) & S3; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7).
Education:
- Bachelor's/University degree, Master's degree preferred.
Job Family Group: Private Client Product Services
Job Family: Investment Counselor
Time Type: Full time
Primary Location: San Francisco California United States
Primary Location Full Time Salary Range: $250,000.00 - $500,000.00. In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Most Relevant Skills Please see the requirements listed above.
Other Relevant Skills For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date: jun 05, 2026
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.
See all E-3 Visa Team Lead, Sales Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new E-3 Visa Team Lead, Sales Jobs.
Get Access To All JobsTips for Finding E-3 Visa Sponsorship in Team Lead, Sales
Frame your degree for specialty occupation
Sales leadership roles must meet the E-3 visa specialty occupation standard. A degree in business, marketing, or communications strengthens your case. If your Australian three-year bachelor's is in an adjacent field, gather course transcripts showing relevant business units.
Target employers with active LCA history
DOL's OFLC disclosure database lists every certified Labor Condition Application by job title and employer. Search for 'Sales Manager' or 'Team Lead' filings to identify companies that have already navigated the E-3 or H-1B sponsorship process for similar roles.
Search verified E-3 sponsorship roles on Migrate Mate
Use Migrate Mate's E-3 filing service to handle your LCA and visa paperwork once you have an offer. Migrate Mate filters roles by verified sponsorship history, so you're not wasting outreach on employers unfamiliar with the E-3 process.
Address the specialty occupation question upfront
Many hiring managers assume sales roles don't require a degree. Before your final interview, confirm the job description states a bachelor's degree as a requirement, not a preference. A 'preferred' qualification won't support an E-3 application.
Align your offer letter with LCA wage requirements
Your employer must certify with DOL that your offered salary meets the prevailing wage for the role and location. Ask HR to confirm the LCA wage level during offer negotiation so the certified wage matches your final compensation package.
Time your consulate appointment around your start date
The E-3 is issued for up to two years, but your I-94 admission period starts the day you enter the U.S. Coordinate your consulate appointment in Sydney, Melbourne, or Perth at least four to six weeks before your agreed start date to allow for processing.
E-3 Visa Team Lead, Sales: Frequently Asked Questions
How do I find Team Lead, Sales jobs that offer E-3 visa sponsorship?
Migrate Mate is built specifically for Australian professionals searching for U.S. roles with E-3 sponsorship. Rather than cold-applying through general job boards and hoping an employer knows the E-3 process, Migrate Mate surfaces roles from employers with verified sponsorship history, saving you significant time in the job search.
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 Team Lead, Sales role qualify as a specialty occupation for the E-3?
It depends on how the role is structured. A Team Lead, Sales position qualifies when the job description explicitly requires a bachelor's degree in business, marketing, or a related field, and the duties involve more than general selling. Roles requiring strategic account management, complex sales cycles, or cross-functional team leadership typically meet the standard. Generic sales coordinator roles without a degree requirement do not.
How does the E-3 compare to the H-1B for a sales leadership role?
The E-3 has no lottery and no annual cap, so you can apply any time of year once you have a job offer. H-1B registrations are capped at 85,000 per year with a randomized lottery, meaning most applicants aren't selected. For Australian professionals in sales leadership, the E-3 is a direct path that doesn't depend on lottery luck or a specific filing window.
Can I change employers after starting on an E-3 in a sales leadership role?
Yes, but you need a new LCA and a new E-3 visa for each employer. There's no portability provision like the one H-1B holders have under AC21. You'll need to restart the filing process with your new employer, which means obtaining a freshly certified LCA from DOL and either applying for a new visa at a consulate or pursuing a change of status if you're already in the U.S.