TN Visa Agency Owner Jobs
Agency Owner roles can qualify for TN visa sponsorship under the Management Consultant category when your work involves advising businesses on organizational strategy, operations, or client acquisition. Canadian citizens enter at the border; Mexican citizens apply at a U.S. consulate. Sponsorship requires a qualifying job offer and supporting documentation before you travel.
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Get Access To All JobsINTRODUCTION
We are looking for a Transfer Agency and Intermediary Oversight, AVP reporting to Fund’s Deputy Treasurer. We are seeking someone with significant transfer agency and financial intermediary operations experience who can join us as an AVP responsible for oversight and reporting of such operations. This individual will help develop operational priorities, ensure governance standards are met and drive continuous improvement for themselves, our team, and our business partners.
The team you will be joining is a part of State Street Investment Management, one of the largest asset managers in the world. We partner with many of the world’s largest, most sophisticated investors and financial intermediaries to help them reach their goals through a rigorous, research-driven investment process. With over four decades of experience and trillions of dollars in assets under management, we offer one of the broadest selections of services across asset classes, risk profiles, regions and styles. As pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest.
Join us if making your mark in the asset management industry from day one is a challenge you are up for.
ROLE AND RESPONSIBILITIES
As the Transfer Agency and Intermediary Oversight, AVP you will:
- Manage day-to-day mutual fund operations overseeing multiple Transfer Agents. Transfer Agent oversight includes: call center, blue sky, 22c2, manage, NSCC trade activity, monthly/quarterly statements, tax forms, daily cap stock activity, foreign accounts, fulfillment, escheatment, along with quarterly and annual due diligence reviews.
- Assist in the review of monthly/quarterly Financial Intermediary payments for 12(b)-1, Shareholder Servicing and Revenue Share.
- Assist with annual intermediary oversight activity, lead quarterly meetings, attend intermediary round table discussions and participate in our cross-functional working group.
- Facilitate and review financial intermediary contracts, contract amendments, conduct servicing discussions with intermediaries and coordinate Intermediary set ups with transfer agents.
- Prepare quarterly board reporting.
- Client Service – assist as a point of contact/liaison with internal teams.
- Work with transfer agents to implement and complete set up of new product offerings.
- Monitor and update DTCC/ Mutual Fund Profile II and monitor other intermediary portals.
- Manage end to end process for all in-kind trades.
In this role, success comes from a strong client-first mindset, disciplined oversight, and a drive to improve how we operate—every day.
- Client focus and accountability—own outcomes, communicate clearly, and escalate issues early.
- Strong risk mindset—operate with control discipline, sound judgment, and respect for governance.
- Partnership—work effectively across functions and with service providers to deliver excellent results.
- Continuous improvement—simplify, standardize, and use data to drive better processes and reporting.
- Operational excellence—attention to detail, follow-through, and a bias for timely, accurate execution.
BASIC QUALIFICATIONS
These skills will help you succeed in this role
- Demonstrated ability to oversee transfer agency and intermediary servicing activities end-to-end, anticipate issues, and drive timely resolution.
- Strong knowledge of TA operating models and controls, including shareholder servicing (call center), account maintenance, 22c-2/large-trade reporting, statements/tax forms, escheatment, and periodic due diligence.
- Experience reviewing and validating financial intermediary payments (e.g., 12b-1, shareholder servicing, revenue share), including reconciliation, exception handling, and documentation.
- Strong governance and risk mindset; able to document controls, manage issues to closure, and support audit/exam readiness.
- Ability to produce clear, board-ready reporting and effectively partner across internal teams, transfer agents, and intermediaries.
PREFERRED QUALIFICATIONS
- Bachelor’s degree
- 5-8 years of experience
- Strong verbal and written communication and interpersonal skills
- Knowledge of and experience with DTCC/Mutual Fund Profile II, DST Vision and Financial Intermediary portals
- Working knowledge of mutual funds and cash/liquidity products but also ETFs, interval funds and other alternative structures is a plus.
COMPENSATION
- Salary Range: $70,000 - $130,000 Annual
The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.
ABOUT STATE STREET
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
JOB APPLICATION DISCLOSURE:
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
INTRODUCTION
We are looking for a Transfer Agency and Intermediary Oversight, AVP reporting to Fund’s Deputy Treasurer. We are seeking someone with significant transfer agency and financial intermediary operations experience who can join us as an AVP responsible for oversight and reporting of such operations. This individual will help develop operational priorities, ensure governance standards are met and drive continuous improvement for themselves, our team, and our business partners.
The team you will be joining is a part of State Street Investment Management, one of the largest asset managers in the world. We partner with many of the world’s largest, most sophisticated investors and financial intermediaries to help them reach their goals through a rigorous, research-driven investment process. With over four decades of experience and trillions of dollars in assets under management, we offer one of the broadest selections of services across asset classes, risk profiles, regions and styles. As pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest.
Join us if making your mark in the asset management industry from day one is a challenge you are up for.
ROLE AND RESPONSIBILITIES
As the Transfer Agency and Intermediary Oversight, AVP you will:
- Manage day-to-day mutual fund operations overseeing multiple Transfer Agents. Transfer Agent oversight includes: call center, blue sky, 22c2, manage, NSCC trade activity, monthly/quarterly statements, tax forms, daily cap stock activity, foreign accounts, fulfillment, escheatment, along with quarterly and annual due diligence reviews.
- Assist in the review of monthly/quarterly Financial Intermediary payments for 12(b)-1, Shareholder Servicing and Revenue Share.
- Assist with annual intermediary oversight activity, lead quarterly meetings, attend intermediary round table discussions and participate in our cross-functional working group.
- Facilitate and review financial intermediary contracts, contract amendments, conduct servicing discussions with intermediaries and coordinate Intermediary set ups with transfer agents.
- Prepare quarterly board reporting.
- Client Service – assist as a point of contact/liaison with internal teams.
- Work with transfer agents to implement and complete set up of new product offerings.
- Monitor and update DTCC/ Mutual Fund Profile II and monitor other intermediary portals.
- Manage end to end process for all in-kind trades.
In this role, success comes from a strong client-first mindset, disciplined oversight, and a drive to improve how we operate—every day.
- Client focus and accountability—own outcomes, communicate clearly, and escalate issues early.
- Strong risk mindset—operate with control discipline, sound judgment, and respect for governance.
- Partnership—work effectively across functions and with service providers to deliver excellent results.
- Continuous improvement—simplify, standardize, and use data to drive better processes and reporting.
- Operational excellence—attention to detail, follow-through, and a bias for timely, accurate execution.
BASIC QUALIFICATIONS
These skills will help you succeed in this role
- Demonstrated ability to oversee transfer agency and intermediary servicing activities end-to-end, anticipate issues, and drive timely resolution.
- Strong knowledge of TA operating models and controls, including shareholder servicing (call center), account maintenance, 22c-2/large-trade reporting, statements/tax forms, escheatment, and periodic due diligence.
- Experience reviewing and validating financial intermediary payments (e.g., 12b-1, shareholder servicing, revenue share), including reconciliation, exception handling, and documentation.
- Strong governance and risk mindset; able to document controls, manage issues to closure, and support audit/exam readiness.
- Ability to produce clear, board-ready reporting and effectively partner across internal teams, transfer agents, and intermediaries.
PREFERRED QUALIFICATIONS
- Bachelor’s degree
- 5-8 years of experience
- Strong verbal and written communication and interpersonal skills
- Knowledge of and experience with DTCC/Mutual Fund Profile II, DST Vision and Financial Intermediary portals
- Working knowledge of mutual funds and cash/liquidity products but also ETFs, interval funds and other alternative structures is a plus.
COMPENSATION
- Salary Range: $70,000 - $130,000 Annual
The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.
ABOUT STATE STREET
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
JOB APPLICATION DISCLOSURE:
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
See all 224+ Agency Owner jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Agency Owner roles.
Get Access To All JobsTips for Finding TN Visa Sponsorship as an Agency Owner
Frame your role as management consulting
Agency Owner positions qualify under TN's Management Consultant category, not a generic business owner classification. Your job offer letter must describe advisory, strategic, or operational consulting duties. Titles like 'Agency Principal' or 'Owner' alone won't carry the filing.
Document your consulting scope before applying
Gather client contracts, engagement letters, or statements of work that prove you provide professional consulting services. CBP officers assess the actual duties performed, not just your title. A thin paper trail is the most common reason TN requests get pushed back at the border.
Target employers with consulting service structures
Search for agencies that bill clients on retainer or project-based contracts rather than product-only businesses. These structures map cleanly to the Management Consultant category and make the employer's sponsorship letter far easier to write accurately.
Use Migrate Mate to find sponsoring employers
Search Migrate Mate to identify Agency Owner and management consulting roles where U.S. employers are actively open to TN sponsorship. Filtering by visa type saves time you'd otherwise spend cold-qualifying employers who aren't familiar with the TN process.
Have your employer write a duties-first offer letter
The sponsorship letter must lead with what you'll actually do for the business, not your title or reporting structure. CBP expects to see the consulting problem you're solving, the methodology you'll apply, and the professional credentials that qualify you to do it.
Prepare for port-of-entry questions as a Canadian
Canadian citizens don't get a visa stamp; they present their TN package directly to CBP at the border. Bring your degree transcripts, your employer's offer letter, and any prior engagement documentation. Officers can and do ask detailed questions about your consulting deliverables on the spot.
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Find Agency Owner JobsAgency Owner TN Visa: Frequently Asked Questions
Does Agency Owner qualify as a TN visa occupation?
Agency Owner is not a listed TN category by title, but the role can qualify under Management Consultant when your duties involve advising clients or businesses on strategy, operations, or organizational effectiveness. The classification depends entirely on what you do, not what you're called. Your employer's offer letter must describe consulting-specific duties, and you need a qualifying degree in a relevant field such as business, management, or economics.
How does TN visa sponsorship compare to H-1B for Agency Owner roles?
TN has no lottery and no annual cap for Canadian citizens, so you can start work as soon as CBP approves your application at the border. H-1B requires a lottery selection that happens once per year and carries a six-month wait before the start date even after selection. For Agency Owner and consulting roles, TN is faster, more predictable, and doesn't require USCIS to adjudicate a petition before you begin working.
What documents do you need for TN sponsorship as an Agency Owner?
You need a detailed offer letter from the U.S. employer describing your consulting duties and confirming you hold a relevant bachelor's degree or higher. You also need your degree transcripts or diploma and your valid passport. If your agency work involves existing client relationships, engagement letters or contracts that demonstrate the professional consulting nature of your services strengthen the application significantly.
Where can Canadian and Mexican professionals find Agency Owner jobs with TN sponsorship?
Migrate Mate is built specifically for TN visa job seekers and lists Agency Owner and management consulting roles at employers open to sponsoring the TN category. Searching by visa type and role lets you skip the step of manually qualifying each employer, which is where most TN candidates lose time in a job search focused on consulting-category positions.
Can a Mexican citizen get TN sponsorship for an Agency Owner role?
Yes, but the process differs from the Canadian path. Mexican citizens must apply for a TN visa at a U.S. consulate and receive a visa stamp before traveling to the United States. The same Management Consultant category and duty requirements apply. Mexico's TN allocation is capped at 5,500 per year under USMCA, though demand historically runs well below that limit, so availability is rarely the practical obstacle.
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