H-1B Visa Strategy Associate Jobs
Strategy Associate roles qualify for H-1B visa sponsorship as specialty occupations requiring at least a bachelor's degree in business, economics, finance, or a related field. Consulting firms, corporate strategy teams, and private equity shops regularly file H-1B petitions for this title, making it one of the more sponsorship-accessible paths for international professionals.
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Get Access To All JobsINTRODUCTION
Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers.
WHO ARE WE LOOKING FOR?
We are seeking an ambitious and detail-oriented Sales Strategy Associate to play a pivotal role in building out and enhancing our go-to-market strategy. This role will enable you to make a significant impact on our team's ability to drive revenue and scale effectiveness. Reporting directly to the VP of National Sales, you will collaborate across teams to deliver measurable outcomes aligned with our 2026 goals.
In this role your work will span across building and enhancing reporting tools, conducting in-depth financial and operational analyses, and identifying opportunities to scale our distribution model effectively. You will also own critical aspects of financial planning, including managing discount budgets and contributing to commission and quota-related initiatives.
WHAT WILL YOU BE DOING?
- Own and deliver ongoing regular reporting and analysis for executive leadership, focused on high-impact strategic initiatives.
- Perform ROI analysis across teams, platforms, tools, products, and features to guide organizational priorities and investments.
- Partner with FP&A to manage commission structures, quotas, and related financial workflows.
- Analyze the sales cycle using data-driven insights to recommend process improvements and efficiency gains.
- Develop visual analytics (e.g., heat maps) to evaluate the current book of business versus total addressable market and identify areas for growth.
- Create and maintain scalable dashboards and reporting tools in platforms like Salesforce, Tableau, and/or Sigma.
- Draft strategic planning documentation to highlight key analysis including strategic memos, presentation decks, etc.
REQUIREMENTS
The Necessities
- Advanced Excel skills, with the ability to work with large datasets and build dynamic models.
- Experience building reporting within and extracting data from Salesforce.
- Proficiency in Tableau and/or Sigma (preferred).
- Background in consulting and/or financial services strategy (highly preferred).
This role will be based in our New York City HQ and will be part of Vestwell's hybrid in-office operation.
COMPENSATION
- The expected base salary range for this position is $70K - $80K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.
OUR BENEFITS
We're an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.
OUR PROCESS
Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you're looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.
For your awareness you will only receive correspondence from recruiting@vestwell.com; any other domain not ending in Vestwell.com is not our Recruitment team.
Vestwell's Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell's California Privacy Rights Policy.
INTRODUCTION
Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers.
WHO ARE WE LOOKING FOR?
We are seeking an ambitious and detail-oriented Sales Strategy Associate to play a pivotal role in building out and enhancing our go-to-market strategy. This role will enable you to make a significant impact on our team's ability to drive revenue and scale effectiveness. Reporting directly to the VP of National Sales, you will collaborate across teams to deliver measurable outcomes aligned with our 2026 goals.
In this role your work will span across building and enhancing reporting tools, conducting in-depth financial and operational analyses, and identifying opportunities to scale our distribution model effectively. You will also own critical aspects of financial planning, including managing discount budgets and contributing to commission and quota-related initiatives.
WHAT WILL YOU BE DOING?
- Own and deliver ongoing regular reporting and analysis for executive leadership, focused on high-impact strategic initiatives.
- Perform ROI analysis across teams, platforms, tools, products, and features to guide organizational priorities and investments.
- Partner with FP&A to manage commission structures, quotas, and related financial workflows.
- Analyze the sales cycle using data-driven insights to recommend process improvements and efficiency gains.
- Develop visual analytics (e.g., heat maps) to evaluate the current book of business versus total addressable market and identify areas for growth.
- Create and maintain scalable dashboards and reporting tools in platforms like Salesforce, Tableau, and/or Sigma.
- Draft strategic planning documentation to highlight key analysis including strategic memos, presentation decks, etc.
REQUIREMENTS
The Necessities
- Advanced Excel skills, with the ability to work with large datasets and build dynamic models.
- Experience building reporting within and extracting data from Salesforce.
- Proficiency in Tableau and/or Sigma (preferred).
- Background in consulting and/or financial services strategy (highly preferred).
This role will be based in our New York City HQ and will be part of Vestwell's hybrid in-office operation.
COMPENSATION
- The expected base salary range for this position is $70K - $80K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.
OUR BENEFITS
We're an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.
OUR PROCESS
Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you're looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.
For your awareness you will only receive correspondence from recruiting@vestwell.com; any other domain not ending in Vestwell.com is not our Recruitment team.
Vestwell's Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell's California Privacy Rights Policy.
See all 2,076+ H-1B Visa Strategy Associate Jobs
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Get Access To All JobsTips for Finding H-1B Visa Sponsorship as a Strategy Associate
Frame your degree field precisely
USCIS evaluates whether your specific degree field directly relates to strategy work. A degree in economics, finance, or management strengthens your petition. A general liberal arts degree may trigger an RFE, so document the coursework connection explicitly.
Target employers with LCA filing history
Use the OFLC Wage Search to confirm a prospective employer has previously filed Labor Condition Applications for Strategy Associate or adjacent titles. Prior filings signal an established H-1B sponsorship process, reducing friction during offer negotiations.
Distinguish strategy from general management roles
USCIS scrutinizes whether a strategy role genuinely requires a specialized degree rather than broad business experience. Your job description should reference analytical frameworks, market modeling, or competitive analysis work, not just team coordination or project management.
Negotiate the I-129 filing timeline early
The H-1B cap lottery opens in March for an October 1 start date. If you receive an offer after April, ask whether the employer will file for the following fiscal year or pursue a cap-exempt alternative while you maintain valid status.
Search verified sponsoring employers on Migrate Mate
Filter Strategy Associate openings by employers with confirmed H-1B filing history on Migrate Mate. This surfaces roles where sponsorship is already part of the hiring process, so you're not negotiating from scratch.
Verify the prevailing wage tier before accepting an offer
DOL assigns Strategy Associate positions to wage levels I through IV based on experience and responsibility. Your offered salary must meet the certified LCA wage. Cross-check the role level against the OFLC Wage Search before signing to avoid a mismatched petition.
H-1B Visa Strategy Associate: Frequently Asked Questions
Does a Strategy Associate role qualify as a specialty occupation for H-1B purposes?
Yes, provided the employer documents that the position normally requires at least a bachelor's degree in a specific field like business, economics, finance, or strategy. Generic titles alone don't guarantee approval. The job duties must demonstrate analytical complexity that a non-degree candidate couldn't perform, and your degree field must align directly with those duties.
Which types of employers sponsor H-1B visas for Strategy Associate positions?
Management consulting firms, corporate strategy and business development teams at large companies, private equity and investment firms, and technology companies with dedicated strategy functions are the most consistent sponsors. You can browse Strategy Associate roles at verified H-1B-sponsoring employers on Migrate Mate, filtered by employers with active LCA filing history for this title.
What happens to my H-1B status if I'm laid off from a Strategy Associate role?
USCIS provides a 60-day grace period after involuntary termination during an authorized H-1B stay. You can use that window to find a new employer willing to file an H-1B transfer petition. The transfer can be filed under portability rules, allowing you to start work once the new petition is received by USCIS, before it's approved.
Can I switch from one Strategy Associate role to another on H-1B without restarting the process?
Yes. H-1B portability lets you move to a new employer in a same or similar occupational classification once you've been in valid H-1B status for at least 180 days and have an I-140 pending or approved. The new employer must file an H-1B transfer petition, and the job duties should remain substantially similar to your original approved role.
How does the DOL prevailing wage requirement affect Strategy Associate job offers?
Before your employer can file an H-1B petition, they must certify a Labor Condition Application with DOL confirming your offered wage meets or exceeds the prevailing wage for the role and location. Strategy Associate wages are tiered by experience level. You can verify the applicable wage range using the OFLC Wage Search before evaluating any offer.