H-1B Visa Senior Marketing Strategist Jobs
Senior Marketing Strategist roles qualify for H-1B visa sponsorship as specialty occupations requiring a bachelor's degree or higher in marketing, business, or a related field. Employers file the Labor Condition Application with DOL before petitioning USCIS, and the annual cap and lottery mean timing your job search around the April registration window matters.
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Get Access To All JobsABOUT ROCKEFELLER CAPITAL MANAGEMENT:
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 35 markets throughout the United States, as well as an office in London. The Firm oversees $228 billion in client assets as of July 31, 2026.
POSITION:
Rockefeller Private Office is core to who we are as a firm. The Private Office is comprised of an elite team of experienced professionals – including wealth planners, tax advisors, estate attorneys, and other experts – who work in concert to deliver holistic, personalized wealth planning and family office solutions. This collaborative environment ensures that each client benefits from the collective expertise of the entire Rockefeller team, addressing the full spectrum of wealth management, estate planning, tax strategy, and family governance needs.
The Senior Wealth Strategist is a member of the Rockefeller Private Office who develops, consults on and implements tax, estate and financial plans for the most sophisticated clients of Rockefeller. In this client-facing role you will collaborate with other planning resources and partner with Rockefeller Private Advisors (financial advisors) to deepen existing client relationships and drive value for important firm prospects through sophisticated tax, estate and financial planning. You will conduct and review research, as appropriate, and develop tax, estate and financial analyses and recommendations. In addition to collaborating with internal partners, you will work with client’s external advisors (CPAs, Attorneys, etc.) to facilitate implementation and brainstorming of planning solutions.
As a Senior Wealth Strategist within Rockefeller Private Office team, you won’t operate in isolation – you will collaborate closely with a multidisciplinary group of experts (including CPAs, JDs, and CFP® professionals) to ensure our clients receive quality integrated advice. This role offers a unique opportunity to work with some of the country’s most sophisticated families and individuals, leveraging Rockefeller’s legendary legacy and resources to help clients preserve and grow their wealth across generations.
Responsibilities:
-
Client & Prospect Engagement: Lead and participate in client and prospective client meetings, serving as a trusted advisor on sophisticated wealth transfer, estate planning, income tax, charitable planning, business succession, and other complex wealth planning matters. Effectively communicate complex financial concepts in a clear, confident, and relatable manner.
-
Planning Analysis & Recommendations: Analyze client circumstances, including review of trust and estate planning and business organizational documents and develop customized planning recommendations. Prepare, review, and present financial models and quantitative analyses that illustrate the economic, tax, and estate planning implications of strategies under consideration by clients and prospects.
-
Strategy Execution & Coordination: Drive the implementation and execution of planning strategies by coordinating with internal and external stakeholders, including Private Advisors, portfolio managers, trust officers, attorneys, accountants, insurance professionals, and other third-party advisors. Ensure planning recommendations are effectively executed and aligned with client objectives.
-
Technical Subject Matter Expertise: Serve as a subject matter expert and technical resource for advisors, clients, and centers of influence on complex tax, estate, trust, charitable, executive compensation, and business owner planning matters.
-
Business Development Support: Partner with Private Advisors to identify planning opportunities, deepen existing client relationships, and contribute to business development efforts through the delivery of highly customized planning advice and strategic insights.
-
Thought Leadership & Intellectual Capital: Contribute to the firm's thought leadership initiatives through the development of planning resources, white papers, presentations, client-facing content, advisor education programs, and other intellectual capital that enhances Rockefeller's market presence and technical capabilities.
-
Talent Development & Mentorship: Develop and mentor junior team members through collaboration on client engagements, technical coaching, training initiatives, and ongoing professional development opportunities that strengthen the team's expertise and client service capabilities.
-
Practice Development: Play an active role in the ongoing growth and innovation of the Rockefeller Private Office. Contribute to the enhancement of wealth planning processes, tools, and service offerings. Partner with leadership on strategic initiatives and help develop best practices that elevate the firm’s planning capabilities.
QUALIFICATIONS
-
Bachelor’s degree required. Juris Doctor (JD), Certified Public Accountant (CPA), Certified Financial Planner (CFP®), or similar professional designation(s) required.
-
10+ years of experience working with UHNW clients on wealth planning in the context of tax, trust and estate law, accounting, or a related field with a focus on clients in the $25MM+ net worth segment.
-
Experience with tax planning, wealth transfer strategies, and financial planning. Comfortable developing strategies for income tax planning, trust and estate planning, charitable giving, life insurance and retirement planning, and related areas.
-
Up-to-date understanding of relevant tax laws and estate planning techniques impacting UHNW individuals and their entities.
SKILLS:
-
Exceptional presentation and interpersonal skills
-
Strong project management, organization skills, and the ability to multitask and reprioritize within tight deadlines
-
Excellent communication skills on complex matters, both written and oral
-
Proficient in wealth planning software and tools (e.g., eMoney or similar platforms) to review detailed financial plans, projections, and presentations.
-
Ability to quickly adapt to new technologies and tools that enhance the planning process.
-
Enthusiastic and positive approach to problem-solving and client service
-
Strong collaboration and partnership skills
DISCLOSURE:
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (“protected characteristics”).
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.
ABOUT ROCKEFELLER CAPITAL MANAGEMENT:
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 35 markets throughout the United States, as well as an office in London. The Firm oversees $228 billion in client assets as of July 31, 2026.
POSITION:
Rockefeller Private Office is core to who we are as a firm. The Private Office is comprised of an elite team of experienced professionals – including wealth planners, tax advisors, estate attorneys, and other experts – who work in concert to deliver holistic, personalized wealth planning and family office solutions. This collaborative environment ensures that each client benefits from the collective expertise of the entire Rockefeller team, addressing the full spectrum of wealth management, estate planning, tax strategy, and family governance needs.
The Senior Wealth Strategist is a member of the Rockefeller Private Office who develops, consults on and implements tax, estate and financial plans for the most sophisticated clients of Rockefeller. In this client-facing role you will collaborate with other planning resources and partner with Rockefeller Private Advisors (financial advisors) to deepen existing client relationships and drive value for important firm prospects through sophisticated tax, estate and financial planning. You will conduct and review research, as appropriate, and develop tax, estate and financial analyses and recommendations. In addition to collaborating with internal partners, you will work with client’s external advisors (CPAs, Attorneys, etc.) to facilitate implementation and brainstorming of planning solutions.
As a Senior Wealth Strategist within Rockefeller Private Office team, you won’t operate in isolation – you will collaborate closely with a multidisciplinary group of experts (including CPAs, JDs, and CFP® professionals) to ensure our clients receive quality integrated advice. This role offers a unique opportunity to work with some of the country’s most sophisticated families and individuals, leveraging Rockefeller’s legendary legacy and resources to help clients preserve and grow their wealth across generations.
Responsibilities:
-
Client & Prospect Engagement: Lead and participate in client and prospective client meetings, serving as a trusted advisor on sophisticated wealth transfer, estate planning, income tax, charitable planning, business succession, and other complex wealth planning matters. Effectively communicate complex financial concepts in a clear, confident, and relatable manner.
-
Planning Analysis & Recommendations: Analyze client circumstances, including review of trust and estate planning and business organizational documents and develop customized planning recommendations. Prepare, review, and present financial models and quantitative analyses that illustrate the economic, tax, and estate planning implications of strategies under consideration by clients and prospects.
-
Strategy Execution & Coordination: Drive the implementation and execution of planning strategies by coordinating with internal and external stakeholders, including Private Advisors, portfolio managers, trust officers, attorneys, accountants, insurance professionals, and other third-party advisors. Ensure planning recommendations are effectively executed and aligned with client objectives.
-
Technical Subject Matter Expertise: Serve as a subject matter expert and technical resource for advisors, clients, and centers of influence on complex tax, estate, trust, charitable, executive compensation, and business owner planning matters.
-
Business Development Support: Partner with Private Advisors to identify planning opportunities, deepen existing client relationships, and contribute to business development efforts through the delivery of highly customized planning advice and strategic insights.
-
Thought Leadership & Intellectual Capital: Contribute to the firm's thought leadership initiatives through the development of planning resources, white papers, presentations, client-facing content, advisor education programs, and other intellectual capital that enhances Rockefeller's market presence and technical capabilities.
-
Talent Development & Mentorship: Develop and mentor junior team members through collaboration on client engagements, technical coaching, training initiatives, and ongoing professional development opportunities that strengthen the team's expertise and client service capabilities.
-
Practice Development: Play an active role in the ongoing growth and innovation of the Rockefeller Private Office. Contribute to the enhancement of wealth planning processes, tools, and service offerings. Partner with leadership on strategic initiatives and help develop best practices that elevate the firm’s planning capabilities.
QUALIFICATIONS
-
Bachelor’s degree required. Juris Doctor (JD), Certified Public Accountant (CPA), Certified Financial Planner (CFP®), or similar professional designation(s) required.
-
10+ years of experience working with UHNW clients on wealth planning in the context of tax, trust and estate law, accounting, or a related field with a focus on clients in the $25MM+ net worth segment.
-
Experience with tax planning, wealth transfer strategies, and financial planning. Comfortable developing strategies for income tax planning, trust and estate planning, charitable giving, life insurance and retirement planning, and related areas.
-
Up-to-date understanding of relevant tax laws and estate planning techniques impacting UHNW individuals and their entities.
SKILLS:
-
Exceptional presentation and interpersonal skills
-
Strong project management, organization skills, and the ability to multitask and reprioritize within tight deadlines
-
Excellent communication skills on complex matters, both written and oral
-
Proficient in wealth planning software and tools (e.g., eMoney or similar platforms) to review detailed financial plans, projections, and presentations.
-
Ability to quickly adapt to new technologies and tools that enhance the planning process.
-
Enthusiastic and positive approach to problem-solving and client service
-
Strong collaboration and partnership skills
DISCLOSURE:
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (“protected characteristics”).
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.
See all 393+ H-1B Visa Senior Marketing Strategist Jobs
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Get Access To All JobsTips for Finding H-1B Visa Sponsorship in Senior Marketing Strategist
Frame your portfolio around business outcomes
USCIS scrutinizes whether a Senior Marketing Strategist role truly requires a specialized degree. Document campaigns with measurable revenue or pipeline impact, this evidence supports your employer's specialty occupation argument in the I-129 petition.
Check employer LCA history before applying
Use the OFLC Wage Search to confirm a company has filed Labor Condition Applications for marketing roles at the senior level. Migrate Mate surfaces this filing history by role so you can prioritize employers with a proven H-1B track record.
Target companies with dedicated immigration programs
Large tech, CPG, and financial services firms maintain in-house immigration counsel and run structured H-1B processes. Look for job postings that explicitly list visa sponsorship or reference global mobility support, which signals an established filing infrastructure.
Negotiate a start date that accounts for USCIS timelines
Standard H-1B processing runs three to five months after the October 1 start date. If your offer comes in late spring, build that timeline into your start date negotiation so neither you nor the employer is caught off guard by adjudication delays.
Verify the prevailing wage level matches your seniority
DOL assigns wage levels I through IV for each SOC code. A Senior Marketing Strategist title should align with Level III or IV in the OFLC Wage Search. If your employer files at Level II, it weakens the petition and can trigger a Request for Evidence from USCIS.
Get your degree credentials evaluated early
If your marketing degree is from outside the U.S., obtain a credential evaluation from a NACES-member agency before starting applications. A formal equivalency letter removes a common RFE risk and speeds up your employer's preparation of the I-129 specialty occupation documentation.
H-1B Visa Senior Marketing Strategist: Frequently Asked Questions
Does a Senior Marketing Strategist role qualify as a specialty occupation for H-1B purposes?
Yes, provided the employer can demonstrate the position normally requires at least a bachelor's degree in a specific field such as marketing, communications, or business. Generic management roles sometimes fail this test, so the job description should emphasize analytical, strategic, and degree-dependent responsibilities. Employers document this in the I-129 petition they file with USCIS.
How do I find employers who actively sponsor H-1B visas for marketing roles?
Search Migrate Mate to browse Senior Marketing Strategist openings filtered by employers with verified H-1B Labor Condition Application history. This lets you skip the guesswork of cold-applying to companies that have never sponsored and focus your effort on employers who have filed for comparable roles before.
What SOC code applies to Senior Marketing Strategist roles and why does it matter?
Most Senior Marketing Strategist positions fall under SOC 11-2021 (Advertising and Promotions Managers) or 13-1161 (Market Research Analysts and Marketing Specialists). The SOC code determines the prevailing wage your employer must certify on the LCA, so a misclassification can either underpay you or misrepresent the role's requirements to DOL and USCIS.
Can I transfer my H-1B to a new employer if I change marketing roles mid-year?
Yes. H-1B portability under AC21 lets you start working for a new employer as soon as they file a transfer petition, as long as your current H-1B has been approved for at least 180 days. Your new employer must file a fresh LCA reflecting the Senior Marketing Strategist wage level at their location before submitting the I-129.
What makes a Senior Marketing Strategist petition more likely to receive a Request for Evidence?
USCIS most often issues RFEs when the job description lacks specificity about degree requirements, when the offered wage is classified below Level III in the OFLC Wage Search, or when the employer is a staffing agency placing you at a third-party client site. Having your employer provide a detailed duties breakdown tied to your specific degree field reduces this risk significantly.