Green Card Investment Specialist Jobs
Investment Specialist jobs with green card sponsorship put you on the path to lawful permanent residency through EB-2 or EB-3 classification. Most roles require PERM labor certification, a prevailing wage determination, and employer-filed I-140 petitions before you can adjust status or pursue consular processing.
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Job Summary:
The Sales Incentives Specialist fosters relationships with internal stakeholders and partners to develop, deliver and manage incentive investment programs to drive mutual business objectives and desired outcomes. The role is responsible for articulating the unique value proposition of CDW’s Sales Incentives program to align with partner and CDW sales segment strategies. The Sales Incentives Specialist is also responsible for coordinating program effectiveness reporting and making strategic recommendations. This role works directly with CDW’s PPM, Sales, and Finance organizations as well as with partners.
What you’ll do:
- Meet or exceed financial results specific to the role’s function and area of responsibility.
- Be the subject matter expert relative to sales incentive strategy to maximize Partner sales incentives investment.
- Be the subject matter expert on CDW’s Achieve More Portal (AMP) incentive platform for both internal and external stakeholders.
- Engage regularly with assigned partners to ensure CDW and partner stakeholders are up to date on all issues and initiatives related to a partner's incentive investment at CDW.
- Proficiently position CDW investment opportunities to both internal and external customers.
- Uncover, qualify, position, negotiate, and close investment opportunities to achieve CDW’s financial goals.
- Communicate program results tied to CDW’s incentive performance to both internal and external customers.
- Deliver a bi-quarterly forecast of gross spiff investment for assigned book of business.
- Track, analyze, and provide regular updates on assigned book of business to leadership.
- Deliver excellent experiences for both internal and external incentive program stakeholders.
- Develop a knowledge of CDW’s category and partner go to market strategies and funding sources.
- Conduct trainings on Sales Incentive program guidelines, processes, and tools to both internal and external stakeholders.
- Analyze data to make business decisions.
- Identify challenges or risk in the business and escalate to leadership for review.
What we expect of you:
- Bachelor’s degree and 2 years sales/marketing experience OR 6 years’ experience in sales, marketing
Preferred skills, experience and qualities needed:
- Proficient communication, project management, and organizational skills.
- Ability to effectively interact and present to all levels of stakeholders.
- Ability to conduct and favorably close negotiations.
- Self-motivated with a history of working independently.
- Ability to build and maintain working relationships.
- Proven record of multitasking and identifying priorities.
- Demonstrated financial and analytical skills.
- Exceptional attention to detail.
- Proficient in Microsoft Office applications, particularly Excel.
- Previous experience in the technology industry.
- Sales incentives experience.
Pay range: $71,000 - $100,000 depending on experience and skill set
Benefits overview: https://cdw.benefit-info.com/
Salary ranges may be subject to geographic differentials
CDW is committed to being an AI-fluent organization
We’re looking for people who bring curiosity, a learner’s mindset, and a willingness to engage with ever-evolving technology and tools. We value adopting AI as a partner, openness to experimentation, and a shared interest in learning together on AI. Our goal is to create a culture where AI enhances—not replaces—human creativity and decision-making. You don’t need to be an expert today; what matters is your readiness to explore, adapt, and grow with us as we integrate AI responsibly and effectively into our work. Additionally, CDW is committed to fostering an equitable, transparent, and respectful hiring process for all applicants. During our application process, our goal is to understand your experience, strengths, skills, and qualifications. As an AI forward company, we see AI not just as a tool, but as a catalyst for new ways of thinking, creating, and communicating. We encourage candidates to embrace an AI mindset, one that’s curious, adaptive, and ready to explore what’s possible. We welcome thoughtful use of AI to expand your perspective and elevate how you share your story, while ensuring your application remains rooted in your own background, judgment, and voice.
About us
CDW is a Fortune 500 technology solutions provider that helps businesses, government, education, and healthcare organizations achieve what’s possible through technology. What makes CDW different isn’t just what we do—it’s how we do it. At CDW we act as one—building trust, speaking candidly, and working together to achieve more. We play to win—focusing on what matters most and delivering for our customers. And we think forward—staying curious, moving fast, and continuously learning. We believe meaningful work happens when people feel supported, heard, and empowered to contribute. That’s why we think of ourselves as coworkers, not just employees—working together to solve complex challenges and deliver real impact for our customers and communities.
As a full-stack, full-lifecycle technology partner, CDW brings deep expertise, strong relationships, and broad industry knowledge to help turn ideas into outcomes. When you join CDW, you become part of a collaborative environment where your work matters, your growth is supported, and your contributions help shape what’s next.
Together, we deliver the full promise of what technology can do. Together, we Make Amazing Happen.
CDW is an equal opportunity employer. All qualified applicants will receive consideration for employment without regards to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status or any other basis prohibited by state and local law.
Description
Job Summary:
The Sales Incentives Specialist fosters relationships with internal stakeholders and partners to develop, deliver and manage incentive investment programs to drive mutual business objectives and desired outcomes. The role is responsible for articulating the unique value proposition of CDW’s Sales Incentives program to align with partner and CDW sales segment strategies. The Sales Incentives Specialist is also responsible for coordinating program effectiveness reporting and making strategic recommendations. This role works directly with CDW’s PPM, Sales, and Finance organizations as well as with partners.
What you’ll do:
- Meet or exceed financial results specific to the role’s function and area of responsibility.
- Be the subject matter expert relative to sales incentive strategy to maximize Partner sales incentives investment.
- Be the subject matter expert on CDW’s Achieve More Portal (AMP) incentive platform for both internal and external stakeholders.
- Engage regularly with assigned partners to ensure CDW and partner stakeholders are up to date on all issues and initiatives related to a partner's incentive investment at CDW.
- Proficiently position CDW investment opportunities to both internal and external customers.
- Uncover, qualify, position, negotiate, and close investment opportunities to achieve CDW’s financial goals.
- Communicate program results tied to CDW’s incentive performance to both internal and external customers.
- Deliver a bi-quarterly forecast of gross spiff investment for assigned book of business.
- Track, analyze, and provide regular updates on assigned book of business to leadership.
- Deliver excellent experiences for both internal and external incentive program stakeholders.
- Develop a knowledge of CDW’s category and partner go to market strategies and funding sources.
- Conduct trainings on Sales Incentive program guidelines, processes, and tools to both internal and external stakeholders.
- Analyze data to make business decisions.
- Identify challenges or risk in the business and escalate to leadership for review.
What we expect of you:
- Bachelor’s degree and 2 years sales/marketing experience OR 6 years’ experience in sales, marketing
Preferred skills, experience and qualities needed:
- Proficient communication, project management, and organizational skills.
- Ability to effectively interact and present to all levels of stakeholders.
- Ability to conduct and favorably close negotiations.
- Self-motivated with a history of working independently.
- Ability to build and maintain working relationships.
- Proven record of multitasking and identifying priorities.
- Demonstrated financial and analytical skills.
- Exceptional attention to detail.
- Proficient in Microsoft Office applications, particularly Excel.
- Previous experience in the technology industry.
- Sales incentives experience.
Pay range: $71,000 - $100,000 depending on experience and skill set
Benefits overview: https://cdw.benefit-info.com/
Salary ranges may be subject to geographic differentials
CDW is committed to being an AI-fluent organization
We’re looking for people who bring curiosity, a learner’s mindset, and a willingness to engage with ever-evolving technology and tools. We value adopting AI as a partner, openness to experimentation, and a shared interest in learning together on AI. Our goal is to create a culture where AI enhances—not replaces—human creativity and decision-making. You don’t need to be an expert today; what matters is your readiness to explore, adapt, and grow with us as we integrate AI responsibly and effectively into our work. Additionally, CDW is committed to fostering an equitable, transparent, and respectful hiring process for all applicants. During our application process, our goal is to understand your experience, strengths, skills, and qualifications. As an AI forward company, we see AI not just as a tool, but as a catalyst for new ways of thinking, creating, and communicating. We encourage candidates to embrace an AI mindset, one that’s curious, adaptive, and ready to explore what’s possible. We welcome thoughtful use of AI to expand your perspective and elevate how you share your story, while ensuring your application remains rooted in your own background, judgment, and voice.
About us
CDW is a Fortune 500 technology solutions provider that helps businesses, government, education, and healthcare organizations achieve what’s possible through technology. What makes CDW different isn’t just what we do—it’s how we do it. At CDW we act as one—building trust, speaking candidly, and working together to achieve more. We play to win—focusing on what matters most and delivering for our customers. And we think forward—staying curious, moving fast, and continuously learning. We believe meaningful work happens when people feel supported, heard, and empowered to contribute. That’s why we think of ourselves as coworkers, not just employees—working together to solve complex challenges and deliver real impact for our customers and communities.
As a full-stack, full-lifecycle technology partner, CDW brings deep expertise, strong relationships, and broad industry knowledge to help turn ideas into outcomes. When you join CDW, you become part of a collaborative environment where your work matters, your growth is supported, and your contributions help shape what’s next.
Together, we deliver the full promise of what technology can do. Together, we Make Amazing Happen.
CDW is an equal opportunity employer. All qualified applicants will receive consideration for employment without regards to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status or any other basis prohibited by state and local law.
See all 214+ Green Card Investment Specialist Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Green Card Investment Specialist Jobs.
Get Access To All JobsTips for Finding Green Card Sponsorship as an Investment Specialist
Match your credentials to EB-2 requirements
An advanced degree in finance, economics, or a related field qualifies you for EB-2. If you hold only a bachelor's degree, document five years of progressive investment experience with offer letters, performance reviews, and promotion records before your employer files PERM.
Search for verified green card sponsors on Migrate Mate
Filter Investment Specialist roles by employers with active green card sponsorship history on Migrate Mate. Targeting firms that have already navigated PERM for similar roles shortens your negotiation timeline and reduces the risk of an employer backing out mid-process.
Prioritize firms with dedicated immigration counsel
Asset managers, broker-dealers, and registered investment advisers that retain in-house or retained immigration attorneys process PERM filings faster. During interviews, ask directly whether the firm has sponsored EB-2 or EB-3 for investment roles before, not just for general staff.
Verify prevailing wage before accepting an offer
Use the OFLC Wage Search to look up the prevailing wage for your SOC code and work location. If your offered salary falls below the Level II or Level III wage, DOL will reject the PERM application, stalling your entire green card timeline.
Track your priority date if you're from India or China
EB-2 and EB-3 both carry per-country annual limits. Nationals from high-demand countries can face significant backlogs before an I-485 can be filed. Confirm your country's cutoff date in the USCIS monthly Visa Bulletin before accepting a role contingent on fast adjustment.
Understand AC21 portability before changing employers
Once your I-485 has been pending 180 days or more, AC21 lets you transfer your green card case to a new employer in a same or similar occupation. Secure written confirmation from both employers that the new role matches your original PERM job description before resigning.
Green Card Investment Specialist: Frequently Asked Questions
Which EB category covers Investment Specialist roles?
Most Investment Specialist positions qualify under EB-2, which requires an advanced degree or a bachelor's degree plus five years of progressive experience in finance or a related field. Roles that require only a bachelor's degree or two years of relevant experience may qualify under EB-3 instead. Your employer's immigration attorney will determine the appropriate category based on the actual job requirements documented in the PERM application.
How does green card sponsorship differ from H-1B for this role?
H-1B visa grants temporary work authorization for up to six years and requires an LCA filed with DOL. Green card sponsorship through EB-2 or EB-3 leads to lawful permanent residency with no expiration. The process starts with PERM labor certification, which requires a prevailing wage determination and a formal recruitment test proving no qualified U.S. workers are available. The employer then files an I-140 petition with USCIS, and you file for adjustment of status or pursue consular processing once a visa number is available.
How long does the PERM process take for Investment Specialist positions?
PERM labor certification processing times at DOL vary and are updated regularly by USCIS. After DOL certifies the PERM, your employer files the I-140 petition with USCIS. If you're from a country without a backlog, you may be able to file your I-485 concurrently. Nationals of high-demand countries such as India and China can face significant priority-date backlogs before adjustment of status is available. Check the monthly USCIS Visa Bulletin to track your category's cutoff date.
How do I find Investment Specialist employers who sponsor green cards?
Migrate Mate lists Investment Specialist roles specifically at employers with verified green card sponsorship history, so you're not wasting time approaching firms that only sponsor H-1B or have never navigated PERM. Searching by role and location on Migrate Mate lets you target asset managers, registered investment advisers, and broker-dealers that have already committed to sponsoring permanent residency for similar positions.
Can I change employers after my Investment Specialist green card is in progress?
Yes, under AC21 job portability, once your I-485 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 line. Your priority date from the original approved I-140 can also carry over to a new employer's I-140 petition. Document that the new Investment Specialist role is sufficiently similar to the PERM job description before making the move.