Technical Consultant Green Card Jobs
Technical Consultant roles qualify for EB-2 or EB-3 green card sponsorship when the position requires a bachelor's degree or higher in a specialized field. Employers file a PERM labor certification with the DOL before submitting an I-140 petition, establishing a path to permanent U.S. residency rather than a renewable work visa.
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Envestnet is seeking a Senior Technical Consultant to join our Product department. This is a hybrid role, with in-office work required at either our Denver, CO or Berwyn, PA office location.
Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions – backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation’s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet’s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients.
Envestnet’s Strategy:
- Deliver the industry-leading wealth management platform, powered by advanced data and insights
- Leverage our scale and efficiencies to serve our clients’ needs comprehensively
- Enable financial advisors to deliver more holistic advice – reflecting a more complete view of their clients’ financial lives, and in a more connected environment
Job Summary:
Senior Technical Consultants are the primary sales support resource for the sales organization for the Wealth channel. Senior Technical Consultants are tasked with becoming the “trusted advisor” and thus are expected to have deep knowledge and understanding of Wealth Management and Analytics solutions. Senior Technical Consultants must demonstrate the value of Data & Analytics Platform solutions through product demonstrations, presentations, and deep dive architecture and integration discussions with groups ranging from a prospect’s development/IT staff to C-suite personnel.
Job Responsibilities:
- Understand and articulate Envestnet company strategy and assist clients in establishing their strategies in alignment with Envestnet’s
- Lead conversations with clients on release notes and development items
- Partner with team members, Project Management, Program Management, and Account Management to promote consistent application of standardized processes and controls created to achieve high quality support for our clients from discovery, onboarding, through to production support
- Properly educate new and current clients on functionality and features of the platform
- Serve as an escalation point for product implementation and testing issues for assigned clients
- Collaborate with team members to meet and exceed client expectations
- Understand and explain/present product roadmap to clients
- Lead client discussions on new enhancements
- Assist in creation of statements of work for new enhancements with little support
- Assist in key client issue resolution
- Work across operations and product support teams to create and maintain consistent best practices, messaging about products and process
- Grow and maintain expert level knowledge of the platform and any other product or tool directly related to the position’s responsibilities
- Provide feedback and recommendations on ideas for process/product/program improvements
- Proactively manage scope of projects/development, identify potential challenges, and devise solutions to keep projects on task and within scope
- Identify, triage, and escalate defects where necessary and ensure resolution in a timely manner; follow stated procedures on managing and reporting defects
- Actively participate in prioritizing client development requests and determining feasibility/necessity of these requests
- Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested
- As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk
Required Qualifications:
- Bachelor’s degree in business administration, finance or related field
- 6+ years of experience in a financial services atmosphere, specifically the registered advisory, brokerage, financial services or financial technology industry
- Formal background in wealth management, with hands-on experience supporting enterprise wealth platforms across the full product development lifecycle (discovery, roadmap, definition, implementation, enablement, post-launch)
- Ability to translate advisor and firm needs into scalable product outcomes across a complex, multi-product ecosystem
- Proficiency in Microsoft Office products and understanding of the development life cycle
- Very strong written communication, verbal communication and problem-solving skills
- Excellent people and time management skills to interact with clients, colleagues and cross-functional teams, both internal and external
Preferred Qualifications:
- Extensive Envestnet platform background with the ability to demonstrate deep platform-specific knowledge
Envestnet:
- Be a member of an innovative and industry leading financial technology and solutions company
- Competitive Compensation/Total Reward Packages that include:
- Health Benefits (Health/Dental/Vision)
- Paid Time Off (PTO) & Volunteer Time Off (VTO)
- 401K – Company Match
- Annual Bonus Incentives
- Parental Stipend
- Tuition Reimbursement
- Student Debt Program
- Charitable Match
- Wellness Program
Salary:
The annual base salary range for this position is $80,000 to $100,000.
Envestnet is an Equal Opportunity Employer.
Description
Envestnet is seeking a Senior Technical Consultant to join our Product department. This is a hybrid role, with in-office work required at either our Denver, CO or Berwyn, PA office location.
Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions – backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation’s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet’s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients.
Envestnet’s Strategy:
- Deliver the industry-leading wealth management platform, powered by advanced data and insights
- Leverage our scale and efficiencies to serve our clients’ needs comprehensively
- Enable financial advisors to deliver more holistic advice – reflecting a more complete view of their clients’ financial lives, and in a more connected environment
Job Summary:
Senior Technical Consultants are the primary sales support resource for the sales organization for the Wealth channel. Senior Technical Consultants are tasked with becoming the “trusted advisor” and thus are expected to have deep knowledge and understanding of Wealth Management and Analytics solutions. Senior Technical Consultants must demonstrate the value of Data & Analytics Platform solutions through product demonstrations, presentations, and deep dive architecture and integration discussions with groups ranging from a prospect’s development/IT staff to C-suite personnel.
Job Responsibilities:
- Understand and articulate Envestnet company strategy and assist clients in establishing their strategies in alignment with Envestnet’s
- Lead conversations with clients on release notes and development items
- Partner with team members, Project Management, Program Management, and Account Management to promote consistent application of standardized processes and controls created to achieve high quality support for our clients from discovery, onboarding, through to production support
- Properly educate new and current clients on functionality and features of the platform
- Serve as an escalation point for product implementation and testing issues for assigned clients
- Collaborate with team members to meet and exceed client expectations
- Understand and explain/present product roadmap to clients
- Lead client discussions on new enhancements
- Assist in creation of statements of work for new enhancements with little support
- Assist in key client issue resolution
- Work across operations and product support teams to create and maintain consistent best practices, messaging about products and process
- Grow and maintain expert level knowledge of the platform and any other product or tool directly related to the position’s responsibilities
- Provide feedback and recommendations on ideas for process/product/program improvements
- Proactively manage scope of projects/development, identify potential challenges, and devise solutions to keep projects on task and within scope
- Identify, triage, and escalate defects where necessary and ensure resolution in a timely manner; follow stated procedures on managing and reporting defects
- Actively participate in prioritizing client development requests and determining feasibility/necessity of these requests
- Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested
- As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk
Required Qualifications:
- Bachelor’s degree in business administration, finance or related field
- 6+ years of experience in a financial services atmosphere, specifically the registered advisory, brokerage, financial services or financial technology industry
- Formal background in wealth management, with hands-on experience supporting enterprise wealth platforms across the full product development lifecycle (discovery, roadmap, definition, implementation, enablement, post-launch)
- Ability to translate advisor and firm needs into scalable product outcomes across a complex, multi-product ecosystem
- Proficiency in Microsoft Office products and understanding of the development life cycle
- Very strong written communication, verbal communication and problem-solving skills
- Excellent people and time management skills to interact with clients, colleagues and cross-functional teams, both internal and external
Preferred Qualifications:
- Extensive Envestnet platform background with the ability to demonstrate deep platform-specific knowledge
Envestnet:
- Be a member of an innovative and industry leading financial technology and solutions company
- Competitive Compensation/Total Reward Packages that include:
- Health Benefits (Health/Dental/Vision)
- Paid Time Off (PTO) & Volunteer Time Off (VTO)
- 401K – Company Match
- Annual Bonus Incentives
- Parental Stipend
- Tuition Reimbursement
- Student Debt Program
- Charitable Match
- Wellness Program
Salary:
The annual base salary range for this position is $80,000 to $100,000.
Envestnet is an Equal Opportunity Employer.
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Get Access To All JobsTips for Finding Green Card Sponsorship as a Technical Consultant
Map your degree to a specialty occupation
PERM requires your degree field to align directly with the Technical Consultant role, not just any bachelor's degree. Pull the O*NET occupation profile for your target title and confirm the listed education requirements match your credentials before applying.
Target employers with PERM filing history
Companies that have sponsored Technical Consultants through PERM before understand the recruitment advertising requirements and DOL audit risk. Use Migrate Mate to filter for employers with active EB-2 or EB-3 green card sponsorship history specific to consulting roles.
Request the prevailing wage tier in writing
DOL assigns one of four wage levels during PERM. Your offered salary must meet or exceed that level or the application fails. Run the OFLC Wage Search for your job title and metro area before your offer negotiation so you know the floor.
Clarify who bears PERM recruitment costs
PERM requires the employer to conduct and pay for a mandatory recruitment campaign before filing. Confirm your prospective employer has legal counsel experienced with the process, since inadequate job advertising is a leading cause of DOL audits and denials.
Understand priority date backlogs before accepting an offer
EB-3 has no annual cap on petitions, but per-country limits affect how long you wait for a visa number to become available. Nationals from high-demand countries face significantly longer waits even after I-140 approval, so factor this into your offer timeline.
Technical Consultant jobs are hiring across the US. Find yours.
Find Technical Consultant JobsTechnical Consultant Green Card Sponsorship: Frequently Asked Questions
Does a Technical Consultant role qualify for EB-2 or EB-3 sponsorship?
Technical Consultant positions typically qualify for EB-3 when the role requires a bachelor's degree in a specific technical field. If the position requires an advanced degree or the candidate holds a master's or higher, EB-2 may apply. The determining factor is the employer's minimum requirements for the role as documented during the PERM labor certification process, not the candidate's actual credentials.
How does green card sponsorship differ from H-1B for a Technical Consultant?
H-1B is a temporary nonimmigrant status tied to a specific employer, subject to an annual lottery, and limited to three-year periods. PERM-based green card sponsorship is permanent, has no lottery, and results in lawful permanent residency rather than temporary authorization. The tradeoff is timeline: PERM plus I-140 plus adjustment of status can take two to four years before the priority date issue is separate from the visa backlog entirely.
What does the PERM labor certification process look like for a Technical Consultant role?
The employer files an Application for Permanent Employment Certification with the DOL, demonstrating that no qualified U.S. worker is available for the role at the prevailing wage. This requires a mandatory recruitment campaign with specific advertising steps. DOL either certifies the application or audits it for additional documentation. Once certified, the employer files an I-140 petition with USCIS to establish your green card priority date.
How do I find Technical Consultant jobs where the employer will sponsor a green card?
Most job postings don't advertise PERM sponsorship explicitly, which makes direct employer outreach and targeted job search tools more effective than broad searches. Migrate Mate lets you search specifically for Technical Consultant roles at companies with documented EB-2 and EB-3 sponsorship history, filtering out employers unlikely to sponsor rather than requiring you to screen each posting manually.
Can I change employers after my green card process has started?
You can change employers after your I-140 has been approved and your priority date is current or within 180 days, under AC21 portability rules. The new role must be in the same or a similar occupational classification. If you switch before I-140 approval, the PERM labor certification is typically abandoned and the process restarts with the new employer, resetting your priority date.
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