H-2B Visa Investment Jobs
Investment jobs with H-2B visa sponsorship are available through U.S. firms that hire seasonal analysts, research associates, and client-facing staff for peak periods. Employers must secure DOL labor certification before filing, and the 66,000 annual visa cap fills fast, so early positioning matters.
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The Alternative Investment Sales Specialist is a senior strategic contributor responsible for driving the distribution and adoption of Alternative Investment solutions across Citi Wealth’s client segments—including Citigold, Citigold Private Client, Wealth at Work, and the Private Bank. This role provides expert coverage across private equity, private credit, real estate, infrastructure, and hedge fund strategies, delivering product expertise, advisor enablement, and implementation guidance. The Sales Lead partners closely with Bankers, Investment Counselors, and external managers to deepen relationships, expand AUM, and support high‑quality client outcomes. This individual must demonstrate strong technical knowledge of alternative investments, a proven track record in investment sales, and exceptional relationship‑building and communication skills.
Key Responsibilities
Alternative Investment Expertise & Advisor Enablement
- Demonstrate deep expertise across the full spectrum of Alternative Investments, including Private Equity, Private Credit, Real Estate, Infrastructure, and Hedge Funds.
- Serve as the internal subject‑matter expert, educating Bankers, Investment Counselors, and stakeholders to improve product proficiency, suitability understanding, and client engagement.
- Explain complex investment structures, market dynamics, and historical trends in a clear, intuitive manner tailored to diverse audiences.
Sales Leadership & Pipeline Management
- Develop, manage, and execute a disciplined sales pipeline across all Citi Wealth segments.
- Participate in client meetings with Bankers and deliver high‑impact presentations, portfolio discussions, and product pitches.
- Partner with Banker teams to achieve Alternative Investment revenue and AUM targets; contribute to both new business acquisition and expansion of existing relationships.
- Provide ongoing client servicing support post‑investment, ensuring a seamless and high‑quality experience.
Product Marketing & Launch Execution
- Present investment product features, benefits, and performance considerations in internal meetings, training sessions, and conference calls.
- Support the launch and ongoing marketing of new Alternative Investment offerings.
- Collaborate with external General Partners (GPs) to coordinate product rollouts, investor communications, and servicing initiatives.
Risk, Compliance & Conduct
- Assess risks thoughtfully when making business decisions, prioritizing Citi’s reputation and client outcomes.
- Ensure adherence to regulatory requirements, Citi policies, and best practices regarding suitability, disclosures, and product governance.
- Apply sound ethical judgment and maintain transparency in identifying, managing, and escalating control‑related issues.
Qualifications
- 8+ years of investment sales or advisory experience, with a strong focus on Alternative Investments.
- Extensive background in Wealth Management or Private Banking with experience supporting complex individual or institutional clients.
- Proven sales and relationship management skills with a demonstrated history of cultivating successful internal and external partnerships.
- FINRA Series 7 and 63/66 licenses required.
- Strong communication, presentation, and influencing skills; able to convey sophisticated concepts to a broad audience.
- Self‑starter with strong analytical abilities, creative problem‑solving skills, and the ability to operate autonomously in a fast‑paced environment.
Education:
- Bachelor's/University degree, Master's degree preferred
Job Family Group: Private Client Product Services
Job Family: Investment Managed Sales
Time Type: Full time
Primary Location: New York New York United States
Primary Location Full Time Salary Range: $142,320.00 - $213,480.00
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date: jun 22, 2026
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.
Job Description
The Alternative Investment Sales Specialist is a senior strategic contributor responsible for driving the distribution and adoption of Alternative Investment solutions across Citi Wealth’s client segments—including Citigold, Citigold Private Client, Wealth at Work, and the Private Bank. This role provides expert coverage across private equity, private credit, real estate, infrastructure, and hedge fund strategies, delivering product expertise, advisor enablement, and implementation guidance. The Sales Lead partners closely with Bankers, Investment Counselors, and external managers to deepen relationships, expand AUM, and support high‑quality client outcomes. This individual must demonstrate strong technical knowledge of alternative investments, a proven track record in investment sales, and exceptional relationship‑building and communication skills.
Key Responsibilities
Alternative Investment Expertise & Advisor Enablement
- Demonstrate deep expertise across the full spectrum of Alternative Investments, including Private Equity, Private Credit, Real Estate, Infrastructure, and Hedge Funds.
- Serve as the internal subject‑matter expert, educating Bankers, Investment Counselors, and stakeholders to improve product proficiency, suitability understanding, and client engagement.
- Explain complex investment structures, market dynamics, and historical trends in a clear, intuitive manner tailored to diverse audiences.
Sales Leadership & Pipeline Management
- Develop, manage, and execute a disciplined sales pipeline across all Citi Wealth segments.
- Participate in client meetings with Bankers and deliver high‑impact presentations, portfolio discussions, and product pitches.
- Partner with Banker teams to achieve Alternative Investment revenue and AUM targets; contribute to both new business acquisition and expansion of existing relationships.
- Provide ongoing client servicing support post‑investment, ensuring a seamless and high‑quality experience.
Product Marketing & Launch Execution
- Present investment product features, benefits, and performance considerations in internal meetings, training sessions, and conference calls.
- Support the launch and ongoing marketing of new Alternative Investment offerings.
- Collaborate with external General Partners (GPs) to coordinate product rollouts, investor communications, and servicing initiatives.
Risk, Compliance & Conduct
- Assess risks thoughtfully when making business decisions, prioritizing Citi’s reputation and client outcomes.
- Ensure adherence to regulatory requirements, Citi policies, and best practices regarding suitability, disclosures, and product governance.
- Apply sound ethical judgment and maintain transparency in identifying, managing, and escalating control‑related issues.
Qualifications
- 8+ years of investment sales or advisory experience, with a strong focus on Alternative Investments.
- Extensive background in Wealth Management or Private Banking with experience supporting complex individual or institutional clients.
- Proven sales and relationship management skills with a demonstrated history of cultivating successful internal and external partnerships.
- FINRA Series 7 and 63/66 licenses required.
- Strong communication, presentation, and influencing skills; able to convey sophisticated concepts to a broad audience.
- Self‑starter with strong analytical abilities, creative problem‑solving skills, and the ability to operate autonomously in a fast‑paced environment.
Education:
- Bachelor's/University degree, Master's degree preferred
Job Family Group: Private Client Product Services
Job Family: Investment Managed Sales
Time Type: Full time
Primary Location: New York New York United States
Primary Location Full Time Salary Range: $142,320.00 - $213,480.00
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date: jun 22, 2026
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.
See all H-2B Visa Investment Jobs
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Get Access To All JobsTips for Finding Investment Jobs
Verify your role qualifies as temporary
H-2B visa covers positions tied to a genuine seasonal or peak-load need, not permanent headcount. Before applying anywhere, confirm the investment firm can document that the role is time-limited, because USCIS will scrutinize the employer's temporary need statement closely.
Search H-2B sponsors on Migrate Mate
Use Migrate Mate to filter investment employers with verified H-2B filing history. DOL disclosure data shows which firms have actually sponsored these roles before, saving you from targeting companies that have never navigated the certification process.
Target firms with peak-season business cycles
Investment firms that handle tax season filings, fiscal year-end reporting, or summer trading surges have the strongest case for a temporary need. Focus your outreach on these cyclical windows, since the DOL certification requires employers to prove the workload spike is recurring and time-bound.
Pull prevailing wage data before negotiating
Run your specific job title and county through the OFLC Wage Search before any offer conversation. The employer's LCA must certify your wage meets the DOL prevailing rate, and knowing the figure in advance helps you evaluate whether an offer will pass certification.
Apply in the fall to beat the January cap rush
The summer half of the 66,000-cap fills within days of January 1 each year. Employers filing for summer investment roles need to start the DOL temporary labor certification at least 60 to 75 days before their target start date, so initiate conversations with potential sponsors no later than October.
Prepare a role-specific credentials package
Gather your finance degree transcripts, CFA or Series exam results, and any professional references that speak to analytical or client-service work. H-2B petitions don't require a specialty occupation degree, but documentation showing your fit for the specific investment role strengthens the employer's supporting evidence for USCIS.
Frequently Asked Questions
How do I find investment jobs that offer H-2B visa sponsorship?
Migrate Mate is the most direct way to search: it filters employers by verified H-2B filing history, so you only see investment firms that have actually sponsored workers through the DOL certification process. General job boards don't surface visa type data, which means you'd otherwise have to contact each employer individually to confirm sponsorship willingness.
How does the H-2B annual cap affect my timeline for investment roles?
USCIS issues only 66,000 H-2B visas per fiscal year, split into two allotments of 33,000 for the summer and winter halves. Summer investment roles are especially competitive because employers must file by early January to have any chance at the summer allotment, and cap numbers are often exhausted within the first few days. Starting your employer outreach in October or November gives the employer time to complete the 60-to-75-day DOL certification process before the filing window opens.
Does the investment role I'm applying for need to be classified as a specialty occupation?
No. Unlike the H-1B visa, the H-2B visa doesn't require a specialty occupation or a specific degree. The employer instead must demonstrate a genuine temporary or seasonal need for the position. That said, you'll still want documentation of relevant credentials, such as finance coursework, analytical certifications, or professional references, to support the employer's petition with USCIS.
What happens if my H-2B employer's temporary labor certification is denied by the DOL?
A DOL denial means the employer can't file the I-129 petition with USCIS, and the sponsorship process stops there. Denials often result from incomplete recruitment documentation, failure to show a genuine temporary need, or a wage offer below the prevailing rate from the OFLC Wage Search. Employers can refile with corrected documentation, but this resets the timeline and may push the start date past the relevant cap allotment window.