Green Card Investment Director Jobs
Investment Director roles with green card sponsorship require employers to complete PERM labor certification with the Department of Labor before filing an I-140 petition with USCIS. Most positions qualify under EB-2 for advanced-degree professionals or candidates with five or more years of progressive investment experience, leading to lawful permanent residency.
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Get Access To All JobsINTRODUCTION
CLA is a top 10 national professional services firm whose purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.
CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.
CLA is currently seeking a Managing Director of Investment Banking to join our team. The Managing Director leads and oversees the generation and execution of a variety of M&A transactions and drives strategic initiatives. They are responsible for initiating new client relationships and leading sub-sector and/or geographic coverage initiatives. They manage deal pipeline and provide marketing to existing and new potential clients while overseeing preparation and delivery of presentations. They are responsible for all aspects of a transaction life cycle: client sourcing, due diligence, negotiations, valuation analyses, and transaction closings.
How you'll create opportunities in this role:
- Serve as the head representative in client interactions by offering strategic guidance
- Proactively move processes forward and oversee day-to-day deal execution on behalf of the client and the firm.
- Focus on business development, long term coverage and deal origination with an established pipeline and demonstrated traction.
- Communicate regulatory, financial information and complex strategic issues in a clear, concise and relevant manner to assist and guide decision-makers in corporate finance transactions.
- Lead and win pitches through confident delivery and strategic thought leadership.
- Develop, maintain, and manage positive client, internal CLA family member, and external professional service partner relationships through travel, regular presentations, and timely communication.
- Leverage and coordinate industry knowledge and expertise to ensure exceptional service for clients.
Collaborate with leadership to align the investment banking strategy with the overall business objectives.
Develop deep industry expertise and implement sub-sector related coverage strategy directly with business owners and with professional service partners.
Participate in the recruitment, development and training of junior team members.
BASIC QUALIFICATIONS
- 10 years of relevant experience required.
- Experience with leading M&A Transactions for middle-market companies preferred.
- Bachelor’s degree in Business, Finance, or a related field required.
- SIE and Series 79 license required (or equivalent); Series 63 if required by state law. Series 82 preferred.
Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact the position of pay within the range.
The compensation range for this position in Washington is: $150,000 - $400,000.
WELLNESS AT CLA
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
INTRODUCTION
CLA is a top 10 national professional services firm whose purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.
CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.
CLA is currently seeking a Managing Director of Investment Banking to join our team. The Managing Director leads and oversees the generation and execution of a variety of M&A transactions and drives strategic initiatives. They are responsible for initiating new client relationships and leading sub-sector and/or geographic coverage initiatives. They manage deal pipeline and provide marketing to existing and new potential clients while overseeing preparation and delivery of presentations. They are responsible for all aspects of a transaction life cycle: client sourcing, due diligence, negotiations, valuation analyses, and transaction closings.
How you'll create opportunities in this role:
- Serve as the head representative in client interactions by offering strategic guidance
- Proactively move processes forward and oversee day-to-day deal execution on behalf of the client and the firm.
- Focus on business development, long term coverage and deal origination with an established pipeline and demonstrated traction.
- Communicate regulatory, financial information and complex strategic issues in a clear, concise and relevant manner to assist and guide decision-makers in corporate finance transactions.
- Lead and win pitches through confident delivery and strategic thought leadership.
- Develop, maintain, and manage positive client, internal CLA family member, and external professional service partner relationships through travel, regular presentations, and timely communication.
- Leverage and coordinate industry knowledge and expertise to ensure exceptional service for clients.
Collaborate with leadership to align the investment banking strategy with the overall business objectives.
Develop deep industry expertise and implement sub-sector related coverage strategy directly with business owners and with professional service partners.
Participate in the recruitment, development and training of junior team members.
BASIC QUALIFICATIONS
- 10 years of relevant experience required.
- Experience with leading M&A Transactions for middle-market companies preferred.
- Bachelor’s degree in Business, Finance, or a related field required.
- SIE and Series 79 license required (or equivalent); Series 63 if required by state law. Series 82 preferred.
Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact the position of pay within the range.
The compensation range for this position in Washington is: $150,000 - $400,000.
WELLNESS AT CLA
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
See all 283+ Green Card Investment Director Jobs
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Get Access To All JobsTips for Finding Green Card Sponsorship in Investment Director
Document progressive experience with precision
PERM requires your employer to define the minimum job requirements before recruitment begins. Gather performance reviews, deal records, and promotion letters that demonstrate a clear progression from analyst to director-level responsibility so the job description can accurately reflect your credentials.
Verify your O*NET occupational classification early
Investment Director roles can map to multiple Standard Occupational Classification codes. Pull your O*NET profile before the prevailing wage determination is filed so your employer requests the correct SOC code, which directly controls the wage level PERM must certify.
Search employers through Migrate Mate
Use Migrate Mate to identify firms that have sponsored green cards for investment professionals. The platform shows verified employment-based sponsorship history by role, so you can target outreach toward employers already familiar with the PERM and I-140 process.
Target asset managers during fund-cycle hiring windows
Private equity and hedge fund firms typically open senior roles when new funds close, creating a narrow hiring window before headcount freezes. Timing your applications to coincide with fund launches increases your odds of finding an employer willing to absorb a multi-year PERM timeline.
Clarify I-140 portability before accepting an offer
Negotiate explicitly whether your employer will file a standalone I-140 and whether the approved petition can transfer to a future employer once your I-485 has been pending 180 days. AC21 portability protects your priority date, but only if the new role is in the same or a similar occupation.
Anticipate per-country backlogs at the offer stage
Nationals from India and China face priority-date backlogs measured in years for EB-2 and EB-3 categories. Before signing an offer, check the current Visa Bulletin with USCIS to understand your likely wait and factor that into employment agreement terms around status maintenance.
Green Card Investment Director: Frequently Asked Questions
What is the PERM process for an Investment Director role, and how long does it take?
PERM labor certification requires your employer to obtain a prevailing wage determination from the Department of Labor, run a tightly regulated recruitment campaign to demonstrate no qualified U.S. workers are available, and then file the application. The DOL's current processing times and any audit risk vary, so your employer should build significant lead time into the timeline before filing the I-140 petition with USCIS.
How does green card sponsorship differ from H-1B sponsorship for an Investment Director?
H-1B visa is a temporary nonimmigrant status requiring periodic renewal and an employer petition, with no path to permanence on its own. Green card sponsorship through PERM, I-140, and adjustment of status or consular processing results in lawful permanent residency. The process is longer and more documentation-intensive, but it removes renewal cycles and employer-dependency once you receive your green card.
Does an Investment Director role qualify under EB-2 or EB-3?
Most Investment Director positions qualify under EB-2 because they require an advanced degree in finance, economics, or a related field, or a bachelor's degree plus at least five years of progressive investment management experience. EB-3 is available if the role is defined as requiring a bachelor's degree with at least two years of specialized experience, though EB-2 is more typical for director-level investment roles.
How can I find Investment Director jobs where the employer is willing to sponsor a green card?
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 navigated PERM and I-140 for similar positions, rather than spending time persuading employers unfamiliar with the process.
Can I change firms while my green card application is in progress?
Yes, under AC21 job portability, once your I-485 adjustment of status application has been pending for 180 days or more, you can move to a new employer in the same or a similar occupation without losing your place in the queue. Your priority date from the original approved I-140 can also carry over to a new employer's petition, preserving your position relative to the Visa Bulletin.