Wealth Management Associate Green Card Jobs
Wealth Management Associate roles qualify for EB-2 and EB-3 green card sponsorship through the PERM labor certification process, which permanently ties your residency to a U.S. employer rather than a temporary visa status. Financial services firms regularly sponsor foreign professionals in client-facing and portfolio advisory positions where a finance or economics degree is a firm requirement.
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Get Access To All JobsINTRODUCTION
Multi-Asset Solutions, “MAS” is an investing group within the Asset Management Division at Goldman Sachs. MAS is responsible for managing customized multi-asset class portfolios and funds, including discretionary mandates for US and international public pension plans, sovereign wealth funds and insurance companies and providing outsourced CIO services. The team is comprised of professionals with deep and varied investment backgrounds who specialize in designing and implementing customized multi-asset class portfolios. The team applies rigorous techniques to strategic and tactical asset allocation, asset-liability analysis, portfolio design and implementation, risk management, and portfolio reporting and analytics. The team has been managing customized multi-asset class mandates since 1995 as a committed partner to corporate pensions, sovereign wealth funds, healthcare organizations, endowments, foundations, and government institutions.
ROLE:
As a member of the Multi-Asset Solutions Portfolio Management team, this role sits at the intersection of data, AI, and PM Infrastructure—driving the MAS data strategy while partnering directly with the Head of PM Infrastructure & AI Strategy to deliver core platform builds. Working day-to-day with Portfolio Managers, Traders, and Risk, you’ll profile and map positions, risk, performance, and reference data to close gaps, improve reliability, and prototype scalable AI-enabled automation that improves investment workflows and client outcomes.
The ideal candidate is genuinely energized by the transformative potential of AI and emerging technology—driven to self-experiment, prototype, and push the boundaries of what’s possible with data and intelligent automation. This is a high-impact role at the intersection of data, technology, and investment management that will shape how MAS sources, governs, and leverages data across every portfolio, workflow, and AI initiative—directly enhancing investment outcomes, strengthening portfolio performance, and elevating client experience.
CORE RESPONSIBILITIES:
- Build deep domain fluency across MAS portfolio management, trading, risk, and PM Infrastructure to translate investment workflows into clear data and technology requirements.
- Own MAS data strategy and governance across structured and unstructured data (standards, definitions, lineage, controls, stewardship) to improve reliability, reuse, and auditability.
- Lead end-to-end data discovery and mapping across business functions—positions, risk, performance, and reference data—producing a prioritized roadmap to close data gaps across public and private markets.
- Define build-ready requirements and acceptance criteria for PM Infrastructure & AI initiatives, including data quality thresholds, validation rules, and rollout readiness checks.
- Design and execute rigorous testing and output validation for PM Infrastructure & AI builds (reconciliations, edge cases, regression testing) to ensure results meet business expectations and performance benchmarks.
- Identify and scale high-impact opportunities for data and intelligent automation in PM workflows, partnering daily with PMs, Traders, Risk, and Engineering from prototype through production.
- Create executive-ready reporting for the Head of PM Infrastructure & AI Strategy—recurring status updates and dashboards that translate technical progress into decisions, risks, and next steps for senior leadership.
BASIC REQUIREMENTS:
- Bachelor's degree required in a quantitative, technical, or finance-related field (e.g., Computer Science, Data Science, Statistics, Economics, Engineering, or Mathematics).
- 2–4 years of relevant experience in investment management, data science, business intelligence, project management, or a data-focused role within financial services or asset management.
- Excellent project management skills.
- Solid understanding of data concepts including data modeling, data quality frameworks.
- Experience with Python similar scripting languages for data manipulation and analysis is a plus.
- Advanced knowledge of AI/ML concepts, including how data quality and structure impact model performance.
- Strong written and verbal communication skills, with the ability to document technical processes clearly and present findings to both technical and non-technical audiences.
- Highly organized and detail-oriented, with the ability to manage multiple concurrent tasks, meet deadlines, and operate effectively in a fast-paced, collaborative environment.
- Proactive and self-motivated, comfortable taking direction while also identifying issues and opportunities independently.
- Advanced degree, CFA progress, or relevant data certifications a plus.
SALARY RANGE
The expected base salary for this New York, New York, United States-based position is $100,000-$160,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
BENEFITS
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.
WE OFFER BEST-IN-CLASS BENEFITS
Healthcare & Medical Insurance
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.
Holiday & Vacation Policies
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
Financial Wellness & Retirement
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.
Health Services
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.
Fitness
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).
Child Care & Family Care
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Benefits at Goldman Sachs
Read more about the full suite of class-leading benefits our firm has to offer.
OPPORTUNITY OVERVIEW
CORPORATE TITLE
Associate
OFFICE LOCATION(S)
New York
JOB FUNCTION
Trading
DIVISION
Asset & Wealth Management
SALARY RANGE
USD 100,000 - 160,000
INTRODUCTION
Multi-Asset Solutions, “MAS” is an investing group within the Asset Management Division at Goldman Sachs. MAS is responsible for managing customized multi-asset class portfolios and funds, including discretionary mandates for US and international public pension plans, sovereign wealth funds and insurance companies and providing outsourced CIO services. The team is comprised of professionals with deep and varied investment backgrounds who specialize in designing and implementing customized multi-asset class portfolios. The team applies rigorous techniques to strategic and tactical asset allocation, asset-liability analysis, portfolio design and implementation, risk management, and portfolio reporting and analytics. The team has been managing customized multi-asset class mandates since 1995 as a committed partner to corporate pensions, sovereign wealth funds, healthcare organizations, endowments, foundations, and government institutions.
ROLE:
As a member of the Multi-Asset Solutions Portfolio Management team, this role sits at the intersection of data, AI, and PM Infrastructure—driving the MAS data strategy while partnering directly with the Head of PM Infrastructure & AI Strategy to deliver core platform builds. Working day-to-day with Portfolio Managers, Traders, and Risk, you’ll profile and map positions, risk, performance, and reference data to close gaps, improve reliability, and prototype scalable AI-enabled automation that improves investment workflows and client outcomes.
The ideal candidate is genuinely energized by the transformative potential of AI and emerging technology—driven to self-experiment, prototype, and push the boundaries of what’s possible with data and intelligent automation. This is a high-impact role at the intersection of data, technology, and investment management that will shape how MAS sources, governs, and leverages data across every portfolio, workflow, and AI initiative—directly enhancing investment outcomes, strengthening portfolio performance, and elevating client experience.
CORE RESPONSIBILITIES:
- Build deep domain fluency across MAS portfolio management, trading, risk, and PM Infrastructure to translate investment workflows into clear data and technology requirements.
- Own MAS data strategy and governance across structured and unstructured data (standards, definitions, lineage, controls, stewardship) to improve reliability, reuse, and auditability.
- Lead end-to-end data discovery and mapping across business functions—positions, risk, performance, and reference data—producing a prioritized roadmap to close data gaps across public and private markets.
- Define build-ready requirements and acceptance criteria for PM Infrastructure & AI initiatives, including data quality thresholds, validation rules, and rollout readiness checks.
- Design and execute rigorous testing and output validation for PM Infrastructure & AI builds (reconciliations, edge cases, regression testing) to ensure results meet business expectations and performance benchmarks.
- Identify and scale high-impact opportunities for data and intelligent automation in PM workflows, partnering daily with PMs, Traders, Risk, and Engineering from prototype through production.
- Create executive-ready reporting for the Head of PM Infrastructure & AI Strategy—recurring status updates and dashboards that translate technical progress into decisions, risks, and next steps for senior leadership.
BASIC REQUIREMENTS:
- Bachelor's degree required in a quantitative, technical, or finance-related field (e.g., Computer Science, Data Science, Statistics, Economics, Engineering, or Mathematics).
- 2–4 years of relevant experience in investment management, data science, business intelligence, project management, or a data-focused role within financial services or asset management.
- Excellent project management skills.
- Solid understanding of data concepts including data modeling, data quality frameworks.
- Experience with Python similar scripting languages for data manipulation and analysis is a plus.
- Advanced knowledge of AI/ML concepts, including how data quality and structure impact model performance.
- Strong written and verbal communication skills, with the ability to document technical processes clearly and present findings to both technical and non-technical audiences.
- Highly organized and detail-oriented, with the ability to manage multiple concurrent tasks, meet deadlines, and operate effectively in a fast-paced, collaborative environment.
- Proactive and self-motivated, comfortable taking direction while also identifying issues and opportunities independently.
- Advanced degree, CFA progress, or relevant data certifications a plus.
SALARY RANGE
The expected base salary for this New York, New York, United States-based position is $100,000-$160,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
BENEFITS
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.
WE OFFER BEST-IN-CLASS BENEFITS
Healthcare & Medical Insurance
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.
Holiday & Vacation Policies
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
Financial Wellness & Retirement
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.
Health Services
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.
Fitness
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).
Child Care & Family Care
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Benefits at Goldman Sachs
Read more about the full suite of class-leading benefits our firm has to offer.
OPPORTUNITY OVERVIEW
CORPORATE TITLE
Associate
OFFICE LOCATION(S)
New York
JOB FUNCTION
Trading
DIVISION
Asset & Wealth Management
SALARY RANGE
USD 100,000 - 160,000
See all 110+ Wealth Management Associate jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Wealth Management Associate roles.
Get Access To All JobsTips for Finding Green Card Sponsorship as a Wealth Management Associate
Verify your degree meets EB-2 standards
Wealth management roles typically require a bachelor's in finance, economics, or a related field. For EB-2 eligibility, you need a U.S. master's equivalent or a bachelor's plus five years of progressive specialized experience documented in writing.
Target firms with active PERM filing history
Large broker-dealers, regional banks, and registered investment advisors file PERM applications regularly. Prioritize employers who have certified PERM applications for financial analyst or advisor roles, since that filing history signals they understand the sponsorship process for this job category.
Search sponsoring employers using Migrate Mate
Filter by occupation and green card sponsorship history to find firms actively hiring Wealth Management Associates on EB-2 or EB-3 pathways. Migrate Mate surfaces employer-level PERM data so you can focus your applications on verified sponsors.
Get FINRA licensing before your PERM starts
Series 7 and Series 66 licenses are standard requirements for Wealth Management Associates. Holding these before your employer files PERM strengthens the prevailing-wage determination and reduces the risk of a DOL audit over job duties that require licensure.
Confirm the prevailing wage using OFLC Wage Search
Your employer's offered salary must meet or exceed the DOL prevailing wage for your specific role and location before PERM is filed. Cross-check the OFLC Wage Search using the correct SOC code for wealth management to catch any discrepancy early.
Clarify I-140 timing before accepting an offer
Once PERM is certified, your employer files the I-140 immigrant petition with USCIS. Ask during negotiations whether they'll file the I-140 concurrently and whether they'll support portability under AC21 if your priority date backlogs while you're waiting.
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Find Wealth Management Associate JobsWealth Management Associate Green Card Sponsorship: Frequently Asked Questions
Do Wealth Management Associate roles qualify for EB-2 or EB-3 green card sponsorship?
Most Wealth Management Associate positions qualify under EB-3 for skilled workers, since they require at least a bachelor's degree in finance, economics, or a related field. Roles requiring an advanced degree or involving portfolio strategy at a higher level may qualify under EB-2. Your employer's PERM application specifies which category fits the job duties and minimum requirements they've defined for the position.
How does green card sponsorship differ from H-1B sponsorship for this role?
Green card sponsorship through PERM leads to permanent residency, not a temporary status with renewal cycles. There's no annual cap lottery at the EB-3 level for most nationalities, though Indian and Chinese nationals face priority date backlogs. H-1B sponsorship requires lottery selection and expires after six years without a green card filing. PERM-based sponsorship takes longer upfront but removes the uncertainty of repeat lottery entries and visa expirations.
What does the PERM labor certification process involve for a wealth management role?
PERM requires your employer to conduct a supervised recruitment process proving no qualified U.S. worker is available for the role. DOL reviews the application and, if certified, your employer files the I-140 with USCIS. For wealth management positions, the employer must document specific degree and licensing requirements, since overly broad job descriptions can trigger an audit. The entire PERM and I-140 phase typically takes eight to eighteen months before you can file for adjustment of status.
How do I find Wealth Management Associate jobs that offer green card sponsorship?
Use Migrate Mate to search for Wealth Management Associate positions filtered by employers with confirmed PERM filing history. Many financial services firms sponsor quietly and don't advertise it in job postings, so searching by historical sponsorship data is more reliable than filtering by job description keywords alone.
Can my employer start PERM sponsorship while I'm on an H-1B or OPT?
Yes. Employers can file PERM while you hold H-1B status or are authorized to work on OPT. Starting the PERM process early is strategically useful because your priority date locks in when the application is filed, not when it's approved. If you're on OPT, your employer should file early enough that the I-140 is approved before your work authorization expires, or that you've transitioned to H-1B status in the meantime.
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