Green Card Investment Consultant Jobs
Investment Consultant green card sponsorship follows the EB-2 or EB-3 employment-based path, requiring your employer to complete PERM labor certification with the Department of Labor before filing an I-140 petition with USCIS. Per-country limits mean priority date backlogs vary by nationality, so starting the process early matters.
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Marsh
Description:
We are seeking a talented individual to join our Investments & Retirement team at Marsh. This role can be based in Boston, New York or Norwalk. This is a hybrid role that has a requirement of working at least three days a week in the office.
As a Senior Investment Consultant, you will advise institutional clients—both defined benefit and defined contribution—on investment objectives, policy, asset allocation, manager selection, and ongoing monitoring to optimize risk/return and meet fiduciary obligations. You’ll present capital markets and performance updates to executive committees and stakeholders, build portfolio recommendations for large and jumbo clients, and analyze participant demographics and investment menu structure. You’ll manage project plans, timelines, and budgets, and drive business development by expanding existing relationships and cultivating new clients.
We will count on you to:
- Determine clients' requirements and brief the team as appropriate, providing the direction and guidance required to ensure deadlines and services standards are met
- Maintain and expand client relationships
- Ensure that specialist teams are involved in the provision of advice as and when appropriate
- Thrive and be motivated by an environment that embraces AI and technology-enabled tools
- Peer review reports, adding client-specific information and ensuring client suitability
- Direct the work of employees in a project team and coach/mentor junior colleagues
- Lead efforts to aggressively market and expand the Investment consulting business as well as Marsh's broader services as appropriate
- Gather data from various teams within Marsh Investments & Retirement on capital markets, manager research, and performance reporting
- As needed, interact with third-party investment managers and custodians for pertinent information
- Evaluate and synthesize key drivers of client portfolio performance given overall capital markets, third-party managers' investment styles and total portfolio characteristics
- Produce written quarterly materials in PowerPoint, including both content and formatting
- Understand client/prospect investment objectives and constraints
- Work with third-party manager due diligence team to evaluate and select investments to fulfill the asset allocation
- Monitor performance and business developments of third-party managers in client portfolios and notify clients of critical issues in an accurate and timely manner
What you need to have:
- Bachelor's degree required
- At least 10 years of related institutional/corporate investment industry experience
- Deep understanding of investments and retirement plans, including 401k, Defined Contribution and pension plans
- Experience with total portfolio management
- Experience responding and presenting requests for proposal (RFP)
- Experience creating and delivering presentations
- Strong, demonstrated interest in being client-facing and communicating technical (not necessarily financial) information concisely to clients
What makes you stand out:
- Having CFA, CIMA, CAIA or MBA
- Experience prospecting for new business
- Strong, demonstrated interest in capital markets and portfolio construction (not security selection), including the calculation and interpretation of standard risk/return metrics
Why join our team:
- We help you be your best through professional development opportunities, interesting work and supportive leaders.
- We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact on colleagues, clients, and communities.
- Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow us on LinkedIn and X.
Marsh is committed to providing an inclusive work environment. We aim to attract and retain the best, most qualified people and value colleagues of all backgrounds, without regard to age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you require an accommodation during the application or interview process, please let us know by contacting reasonableaccommodations@marsh.com
Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.
The applicable base salary range for this role is $162,000 to $324,000. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
Company:
Marsh
Description:
We are seeking a talented individual to join our Investments & Retirement team at Marsh. This role can be based in Boston, New York or Norwalk. This is a hybrid role that has a requirement of working at least three days a week in the office.
As a Senior Investment Consultant, you will advise institutional clients—both defined benefit and defined contribution—on investment objectives, policy, asset allocation, manager selection, and ongoing monitoring to optimize risk/return and meet fiduciary obligations. You’ll present capital markets and performance updates to executive committees and stakeholders, build portfolio recommendations for large and jumbo clients, and analyze participant demographics and investment menu structure. You’ll manage project plans, timelines, and budgets, and drive business development by expanding existing relationships and cultivating new clients.
We will count on you to:
- Determine clients' requirements and brief the team as appropriate, providing the direction and guidance required to ensure deadlines and services standards are met
- Maintain and expand client relationships
- Ensure that specialist teams are involved in the provision of advice as and when appropriate
- Thrive and be motivated by an environment that embraces AI and technology-enabled tools
- Peer review reports, adding client-specific information and ensuring client suitability
- Direct the work of employees in a project team and coach/mentor junior colleagues
- Lead efforts to aggressively market and expand the Investment consulting business as well as Marsh's broader services as appropriate
- Gather data from various teams within Marsh Investments & Retirement on capital markets, manager research, and performance reporting
- As needed, interact with third-party investment managers and custodians for pertinent information
- Evaluate and synthesize key drivers of client portfolio performance given overall capital markets, third-party managers' investment styles and total portfolio characteristics
- Produce written quarterly materials in PowerPoint, including both content and formatting
- Understand client/prospect investment objectives and constraints
- Work with third-party manager due diligence team to evaluate and select investments to fulfill the asset allocation
- Monitor performance and business developments of third-party managers in client portfolios and notify clients of critical issues in an accurate and timely manner
What you need to have:
- Bachelor's degree required
- At least 10 years of related institutional/corporate investment industry experience
- Deep understanding of investments and retirement plans, including 401k, Defined Contribution and pension plans
- Experience with total portfolio management
- Experience responding and presenting requests for proposal (RFP)
- Experience creating and delivering presentations
- Strong, demonstrated interest in being client-facing and communicating technical (not necessarily financial) information concisely to clients
What makes you stand out:
- Having CFA, CIMA, CAIA or MBA
- Experience prospecting for new business
- Strong, demonstrated interest in capital markets and portfolio construction (not security selection), including the calculation and interpretation of standard risk/return metrics
Why join our team:
- We help you be your best through professional development opportunities, interesting work and supportive leaders.
- We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact on colleagues, clients, and communities.
- Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow us on LinkedIn and X.
Marsh is committed to providing an inclusive work environment. We aim to attract and retain the best, most qualified people and value colleagues of all backgrounds, without regard to age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you require an accommodation during the application or interview process, please let us know by contacting reasonableaccommodations@marsh.com
Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.
The applicable base salary range for this role is $162,000 to $324,000. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
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Get Access To All JobsTips for Finding Green Card Sponsorship as an Investment Consultant
Document progressive experience for EB-2 eligibility
If your Investment Consultant background includes five or more years of progressive experience rather than a master's degree, assemble performance reviews, promotion letters, and client portfolio documentation now. USCIS scrutinizes whether each role represented increased responsibility.
Search for employers with active PERM filings
Use Migrate Mate to find Investment Consultant employers with verified green card sponsorship history. Firms that have already navigated PERM for comparable roles understand the recruitment-test requirements and prevailing-wage obligations, reducing delays caused by inexperienced HR teams.
Verify your prevailing wage before negotiations
Run your target city and SOC code through the OFLC Wage Search before entering salary discussions. Your employer's PERM application locks in a prevailing wage, and an offer below that level will fail DOL certification regardless of how strong your credentials are.
Target financial services firms with dedicated immigration counsel
Registered investment advisers, broker-dealers, and wealth management firms that sponsor green cards regularly maintain outside immigration attorneys on retainer. Ask during the interview process whether the firm has an established PERM workflow, not just a willingness to sponsor.
Understand the recruitment test before your employer starts it
PERM requires your employer to run a genuine test of the U.S. labor market and document that no qualified American workers applied. This process typically takes several months. If you have an H-1B visa, coordinating the PERM start date with your remaining H-1B validity is critical for maintaining status continuity.
Preserve your priority date if you change employers
Once your original employer's I-140 is approved, your priority date can transfer to a new employer's petition under DOL and USCIS rules. If your I-485 has been pending 180 days or more, AC21 portability also allows you to move to a same or similar occupation without restarting the process.
Green Card Investment Consultant: Frequently Asked Questions
What green card category covers Investment Consultant roles?
Most Investment Consultant positions qualify under EB-2 if the role requires an advanced degree or a bachelor's degree plus five years of progressive experience in finance or a related field. EB-3 applies when the position requires a bachelor's degree or at least two years of specialized experience. Your employer's PERM application must reflect the actual minimum requirements for the role, not your personal qualifications.
How is green card sponsorship different from H-1B for this role?
H-1B is a temporary work visa renewed in increments, while green card sponsorship leads to lawful permanent residence. The EB-2 and EB-3 paths require your employer to file a PERM labor certification with the Department of Labor, demonstrating no qualified U.S. workers are available, before USCIS adjudicates the I-140 petition. Priority date backlogs based on your country of birth can also extend the total timeline significantly, unlike H-1B which has a lottery but no per-country queue for status itself.
How do I find Investment Consultant employers who sponsor green cards?
Migrate Mate lists employers with verified employment-based green card sponsorship history, searchable by role and location. This lets you focus your applications on firms that have already completed the PERM process for comparable positions, rather than approaching employers who may be open to sponsorship in theory but lack the internal process to execute it.
What does the PERM recruitment test mean for my job search timeline?
Before filing PERM, your employer must run a formal recruitment test, including job postings in DOL-specified channels, and document that no qualified U.S. workers applied for the role. This process typically takes three to six months before the PERM application is even submitted to DOL. Factor this into your timeline when negotiating a start date or managing your current work authorization expiration.
Can I switch employers after my Investment Consultant green card is in progress?
Yes, under two distinct rules. If your original employer's I-140 petition was approved, a new employer can file a fresh I-140 and you may retain your original priority date, avoiding a restart of the queue. Separately, if your I-485 adjustment of status application has been pending for 180 days or more, AC21 portability lets you move to the same or a similar occupation, including at a new firm, without abandoning the pending case.