H-1B Visa Product Specialist Jobs
Product Specialist roles sit squarely within H-1B visa specialty occupation territory, typically requiring a bachelor's degree in business, engineering, or a related technical field. Employers file the LCA and I-129 on your behalf, and many established product organizations have active H-1B filing histories you can verify before applying.
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Get Access To All JobsJob Description Summary
Manage a team of product specialists to define and/or adapt financial product offers to meet the needs of a market segment or customer.
Job Description
This role leads the annuity product specialist team and coordinates with other functional teams in an effort to provide clients with a platform of packaged product investment solutions. Requirement to acquire and maintain the product & strategy knowledge needed to appropriately inform advisors and clients on the various products and services available on the insurance solutions platform, including but not limited to domestic and offshore fixed, index, RILA and variable annuities. Participate in various product related initiatives across Global Wealth Solutions including marketing, product development, and service initiatives. Represent the Raymond James platform in meetings with advisors, clients, and product partners in order to educate and share industry best practice on usage of various products. Extensive contact with internal (i.e., financial advisors, other team members, senior leadership, etc.) and external (i.e., product sponsors, industry peers, etc.) customers is required to identify, research, and resolve complex problems in selling or servicing products and business planning.
Essential Duties and Responsibilities
- Demonstrates a commitment to creating an environment in which the investment solutions platform is managed in a manner consistent with the firm's core values - namely putting the interests of clients first.
- Leads the internal product support teams responsible for educating advisors and clients, and maintains a team culture focusing on balanced education and best in class advisor service.
- Assists the Director, Internal Institutional Annuity Distribution in the management of the Internal Annuity Consultant team.
- Transfers product knowledge and expertise by communicating with and educating other teams (e.g., operations and product support) in addition to direct financial advisor communication.
- Represents Insurance Solutions in recruiting "home office visits" and client "by invitation only” visits.
- Assists advisors in educating clients on the benefits and risks associated with complex investment products including product specific education and support on client cases.
- Performs human resource management activities, including coaching and mentoring staff; evaluating performance; identifying performance problems and approving recommendations for remedial action; as well as interviewing and selecting staff.
- Meet specific objectives related to proactively contacting financial advisors to discuss the products and services available on the Raymond James insurance solutions annuity platform; proactive efforts will also include, among other items, following up with advisors regarding portfolio reviews and client case designs, as well as advisors that have attended a Raymond James event or are new to Raymond James.
- Works closely with Insurance Solutions product managers and research associates on analysis and recommendations related to existing insurance and annuity products.
- Performs other duties and responsibilities as assigned.
Knowledge, Skills, and Abilities
Knowledge of
- Advanced knowledge required to appropriately lead associates that educate financial advisors on multiple investment products within the Private Client Group.
- Packaged insurance, annuity and investment products and securities markets in general.
- Concepts, practices, and procedures of product development and management in a financial services/broker-dealer environment.
- Principles of banking and finance and securities industry operations including finance, accounting, budgeting, and cost control procedures.
- Advanced investment concepts, practices, and procedures used in the securities industry regarding applicable legislation, compliance standards, policies and procedures within assigned business area.
- Advanced operational infrastructure of firm, including how Investment Products function within the existing infrastructure.
- MS Office applications, particularly Excel.
- Morningstar Direct.
Skill in
- Organizing, managing and tracking multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
- Industry knowledge, critical thinking, excellent verbal and written communication skills, collaborative spirit, and leadership by words, and more importantly, actions.
- Cultivating and maintaining effective working relationships at all levels of the organization.
- Critical thinking and problem solving with limited supervisory guidance.
- Implementing strategies and tactical plans across organizational lines.
- Gathering and compiling information and data.
- Basic database and technology concepts.
- Problem solving sufficient to effectively analyze, research and resolve inquiries and issues in a timely manner.
- Analyzing business processes and identifying process improvement opportunities.
- Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets.
Ability to
- Demonstrate uncompromising adherence to ethical principles.
- Represent the company in a highly professional manner.
- Establish clear directions and priorities.
- Multi-task, work in teams, self-motivate/take initiative, innovate, work independently, adapt, accept and lead change, meet deadlines.
- Develop and maintain effective working relationships with team members, internal partners, and external parties.
- Incite enthusiasm and influence, motivate, and persuade others to achieve desired outcomes.
- Promote team cohesiveness, cooperation, and effectiveness.
- Lead others in providing a high level of customer service.
- Train, coach, mentor, and lead the work of others.
- Plan, assign, monitor, review, and evaluate the work of others and lead high performance teams.
- Consistently evaluate and lead others in acting on areas of potential improvement.
- Facilitate meetings, ensuring that all viewpoints, ideas, and problems are addressed.
- Partner with other functional areas to accomplish objectives.
- Gather information, identify linkages and trends, and apply findings to assignments.
- Balance conflicting resource and priority demands.
- Demonstrate a level of competence with well-respected industry partners.
- Organize, prioritize, and manage tasks and projects to complete work efficiently.
- Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives and convince others to accept ideas or goals.
- Assimilate and prioritize strategies into operational guidelines.
Education/Previous Experience
Bachelor's degree in finance or a related field and a minimum of six (6) years' experience in the financial services industry preferred. Existing knowledge on the strategies and products offered on the insurance solutions annuity platform
OR
Any equivalent combination of experience, education, and/or training.
Licenses/Certifications
- SIE required provided that an exemption or grandfathering cannot be applied.
- Series 7 required
- Life & Variable Annuities License required
Education
Bachelor’s - Completed: Business Administration, Bachelor’s - Completed: Economics, Bachelor’s - Completed: Finance
Work Experience
General Experience - 6 to 10 years, Manager Experience - 3 to 6 years
Certifications
s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel
Less than 25%
Workstyle
Hybrid
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Job Description Summary
Manage a team of product specialists to define and/or adapt financial product offers to meet the needs of a market segment or customer.
Job Description
This role leads the annuity product specialist team and coordinates with other functional teams in an effort to provide clients with a platform of packaged product investment solutions. Requirement to acquire and maintain the product & strategy knowledge needed to appropriately inform advisors and clients on the various products and services available on the insurance solutions platform, including but not limited to domestic and offshore fixed, index, RILA and variable annuities. Participate in various product related initiatives across Global Wealth Solutions including marketing, product development, and service initiatives. Represent the Raymond James platform in meetings with advisors, clients, and product partners in order to educate and share industry best practice on usage of various products. Extensive contact with internal (i.e., financial advisors, other team members, senior leadership, etc.) and external (i.e., product sponsors, industry peers, etc.) customers is required to identify, research, and resolve complex problems in selling or servicing products and business planning.
Essential Duties and Responsibilities
- Demonstrates a commitment to creating an environment in which the investment solutions platform is managed in a manner consistent with the firm's core values - namely putting the interests of clients first.
- Leads the internal product support teams responsible for educating advisors and clients, and maintains a team culture focusing on balanced education and best in class advisor service.
- Assists the Director, Internal Institutional Annuity Distribution in the management of the Internal Annuity Consultant team.
- Transfers product knowledge and expertise by communicating with and educating other teams (e.g., operations and product support) in addition to direct financial advisor communication.
- Represents Insurance Solutions in recruiting "home office visits" and client "by invitation only” visits.
- Assists advisors in educating clients on the benefits and risks associated with complex investment products including product specific education and support on client cases.
- Performs human resource management activities, including coaching and mentoring staff; evaluating performance; identifying performance problems and approving recommendations for remedial action; as well as interviewing and selecting staff.
- Meet specific objectives related to proactively contacting financial advisors to discuss the products and services available on the Raymond James insurance solutions annuity platform; proactive efforts will also include, among other items, following up with advisors regarding portfolio reviews and client case designs, as well as advisors that have attended a Raymond James event or are new to Raymond James.
- Works closely with Insurance Solutions product managers and research associates on analysis and recommendations related to existing insurance and annuity products.
- Performs other duties and responsibilities as assigned.
Knowledge, Skills, and Abilities
Knowledge of
- Advanced knowledge required to appropriately lead associates that educate financial advisors on multiple investment products within the Private Client Group.
- Packaged insurance, annuity and investment products and securities markets in general.
- Concepts, practices, and procedures of product development and management in a financial services/broker-dealer environment.
- Principles of banking and finance and securities industry operations including finance, accounting, budgeting, and cost control procedures.
- Advanced investment concepts, practices, and procedures used in the securities industry regarding applicable legislation, compliance standards, policies and procedures within assigned business area.
- Advanced operational infrastructure of firm, including how Investment Products function within the existing infrastructure.
- MS Office applications, particularly Excel.
- Morningstar Direct.
Skill in
- Organizing, managing and tracking multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
- Industry knowledge, critical thinking, excellent verbal and written communication skills, collaborative spirit, and leadership by words, and more importantly, actions.
- Cultivating and maintaining effective working relationships at all levels of the organization.
- Critical thinking and problem solving with limited supervisory guidance.
- Implementing strategies and tactical plans across organizational lines.
- Gathering and compiling information and data.
- Basic database and technology concepts.
- Problem solving sufficient to effectively analyze, research and resolve inquiries and issues in a timely manner.
- Analyzing business processes and identifying process improvement opportunities.
- Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets.
Ability to
- Demonstrate uncompromising adherence to ethical principles.
- Represent the company in a highly professional manner.
- Establish clear directions and priorities.
- Multi-task, work in teams, self-motivate/take initiative, innovate, work independently, adapt, accept and lead change, meet deadlines.
- Develop and maintain effective working relationships with team members, internal partners, and external parties.
- Incite enthusiasm and influence, motivate, and persuade others to achieve desired outcomes.
- Promote team cohesiveness, cooperation, and effectiveness.
- Lead others in providing a high level of customer service.
- Train, coach, mentor, and lead the work of others.
- Plan, assign, monitor, review, and evaluate the work of others and lead high performance teams.
- Consistently evaluate and lead others in acting on areas of potential improvement.
- Facilitate meetings, ensuring that all viewpoints, ideas, and problems are addressed.
- Partner with other functional areas to accomplish objectives.
- Gather information, identify linkages and trends, and apply findings to assignments.
- Balance conflicting resource and priority demands.
- Demonstrate a level of competence with well-respected industry partners.
- Organize, prioritize, and manage tasks and projects to complete work efficiently.
- Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives and convince others to accept ideas or goals.
- Assimilate and prioritize strategies into operational guidelines.
Education/Previous Experience
Bachelor's degree in finance or a related field and a minimum of six (6) years' experience in the financial services industry preferred. Existing knowledge on the strategies and products offered on the insurance solutions annuity platform
OR
Any equivalent combination of experience, education, and/or training.
Licenses/Certifications
- SIE required provided that an exemption or grandfathering cannot be applied.
- Series 7 required
- Life & Variable Annuities License required
Education
Bachelor’s - Completed: Business Administration, Bachelor’s - Completed: Economics, Bachelor’s - Completed: Finance
Work Experience
General Experience - 6 to 10 years, Manager Experience - 3 to 6 years
Certifications
s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel
Less than 25%
Workstyle
Hybrid
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
See all 3,197+ H-1B Visa Product Specialist Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new H-1B Visa Product Specialist Jobs.
Get Access To All JobsTips for Finding H-1B Visa Sponsorship as a Product Specialist
Map your degree to the role
USCIS requires a direct relationship between your degree field and the Product Specialist position. A degree in business, computer science, or engineering supports the petition most cleanly. A mismatched degree, even a strong one, often triggers an RFE.
Search LCA filings before applying
Use Migrate Mate to filter Product Specialist roles by employers with verified DOL LCA filing history. This cuts through listings where sponsorship is listed as possible but rarely happens in practice.
Verify the prevailing wage before negotiating
The DOL's OFLC Wage Search lets you look up the prevailing wage for Product Specialist roles by location and experience level. Your offered salary must meet or exceed it, so knowing the floor before negotiations protects both you and your petition.
Confirm the employer's E-Verify enrollment
H-1B employers are required to use E-Verify to confirm your work authorization after hiring. Ask HR directly or check E-Verify's public employer search before investing heavily in a company's interview process.
Flag product teams with dedicated HR sponsorship support
At mid-size and larger companies, Product Specialist petitions are typically handled by an in-house immigration team or outside counsel. Roles at very small startups often stall at the LCA stage because the employer has no established filing process.
Use O*NET to build your specialty occupation case
The O*NET profile for Product Specialist roles documents degree requirements and specialized knowledge benchmarks. Your resume and employer's support letter should reflect those same technical and analytical competencies USCIS evaluates during adjudication.
H-1B Visa Product Specialist: Frequently Asked Questions
Do Product Specialist roles qualify as H-1B specialty occupations?
Most do, but the classification depends on how the employer defines the role. USCIS looks for a direct connection between the job duties and a specific bachelor's degree field. Product Specialist positions tied to technical domains like software, engineering, or data analysis qualify more cleanly than generalist roles where the employer accepts any degree field.
Who files the H-1B petition for a Product Specialist role?
The employer files the petition, not you. The process starts with an LCA that the employer submits to the DOL, certifying the role's prevailing wage. Once certified, the employer files Form I-129 with USCIS. Your job is to supply supporting documents: transcripts, degree certificates, and a resume that maps your qualifications to the specialty occupation definition.
How do I find Product Specialist employers who actually sponsor H-1B visas?
Migrate Mate shows verified LCA filing history by employer and occupation, so you can identify which companies have sponsored Product Specialist roles before and how recently. This is more reliable than filtering by 'visa sponsorship available' in job postings, which is often inaccurate or outdated.
Can I stay employed during the gap between my current H-1B and a new Product Specialist offer?
If you're changing H-1B employers, the portability rules under AC21 let you start the new Product Specialist role as soon as the new I-129 is filed, provided your original petition has been approved and was filed at least 180 days before you switch. You don't have to wait for the new petition to be approved.
Does a Product Specialist role at a startup qualify for H-1B sponsorship?
It can, but smaller employers face more scrutiny. USCIS may question whether the role genuinely requires a specific degree rather than general business experience. The employer also needs to demonstrate financial ability to pay the prevailing wage. Startups with no prior H-1B filing history should expect a more involved RFE process than established companies.