H-1B Visa Investment Specialist Jobs
H-1B visa jobs for Investment Specialists sit squarely within specialty occupation territory, requiring at least a bachelor's degree in finance, economics, or a directly related field. Sponsoring employers file a Labor Condition Application with DOL and an I-129 petition with USCIS, covering an initial three-year status period.
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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 224+ H-1B Visa Investment Specialist Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new H-1B Visa Investment Specialist Jobs.
Get Access To All JobsTips for Finding H-1B Visa Sponsorship as an Investment Specialist
Align your degree to the role
USCIS evaluates whether your degree field directly relates to investment specialist duties. A finance, economics, or business administration degree strengthens the specialty occupation argument. If your degree is in a tangential field, gather documentation showing how your coursework maps to securities analysis or portfolio management.
Verify prevailing wage before negotiating
Your employer's LCA must certify a wage at or above the DOL prevailing wage for your specific job title and worksite location. Use the OFLC Wage Search to look up the Level I through Level IV rates for your SOC code before accepting any offer.
Target employers with LCA filing history
Search Migrate Mate to find Investment Specialist roles at employers who have certified LCAs for this occupation. Prior filings signal that the employer understands the specialty occupation argument and has an internal process for H-1B visa sponsorship.
Confirm each worksite gets its own LCA
If your role requires you to work across multiple client sites or office locations, each worksite needs a separately certified LCA. Raise this with your employer's immigration counsel before your first day, not after placement assignments begin.
Review your O*NET profile before interviews
The O*NET occupation profile for Personal Financial Advisors and similar investment roles lists the degree requirements and core tasks USCIS references in specialty occupation reviews. Knowing this profile helps you frame your experience in terms that map directly to H-1B eligibility criteria.
File before cap registration closes each cycle
H-1B cap selection rules have changed recently, so confirm the current registration window directly with USCIS. Missing registration by even one day forces a 12-month wait. Build your offer timeline so the employer can register you during the open window.
H-1B Visa Investment Specialist: Frequently Asked Questions
Does an Investment Specialist role qualify as an H-1B specialty occupation?
Yes, Investment Specialist roles typically qualify as a specialty occupation because the position requires at least a bachelor's degree in finance, economics, accounting, or a directly related field to perform the core duties. USCIS examines the actual job duties, not just the title, so your employer's LCA and I-129 petition should clearly tie each core responsibility to degree-level knowledge in a specific discipline.
Which employers sponsor H-1B visas for Investment Specialist positions?
Asset managers, registered investment advisers, broker-dealers, insurance companies, and large financial institutions are among the most common H-1B sponsors for this role. Browsing Investment Specialist listings on Migrate Mate surfaces employers with verified LCA filing history for this occupation, so you can focus your applications on companies with an established sponsorship process.
How long does H-1B status last for an Investment Specialist?
H-1B status is initially granted for up to three years and can be extended to a six-year maximum. Extensions beyond six years are possible only if a PERM labor certification or an immigrant visa petition has been pending for at least 365 days, allowing the employee to stay while the green card process advances.
What happens to my H-1B status if I move to a new employer mid-sponsorship?
You can transfer your H-1B to a new employer through H-1B portability, which lets you start the new job as soon as the new I-129 petition is filed, not after it is approved. The new employer must file a non-frivolous petition while you are in valid H-1B status and before your authorized period of admission expires.
Do Investment Specialists face any extra USCIS scrutiny compared to other H-1B roles?
USCIS sometimes issues Requests for Evidence when the degree requirement is not explicit in the job posting or when the employer lists broad duties that could theoretically be performed without a specific degree. Employers can address this by documenting that the role involves complex financial modeling, regulatory compliance, or securities analysis tasks that require specialized degree-level training, and by referencing industry norms through professional association guidance or the O*NET occupational profile.