Investment Management Jobs in Arizona with E-3 Sponsorship
Arizona's investment management sector, anchored by firms like Charles Schwab, Vanguard, and Fidelity Investments in Scottsdale and Phoenix, has a growing need for analytical and portfolio professionals. Australian citizens with relevant finance degrees can pursue E-3 sponsorship with established asset managers, wealth management firms, and financial advisory companies operating across the greater Phoenix metro area.
See All Investment Management JobsOverview
Showing 5 of 208+ Investment Management E-3 Sponsorship Jobs in Arizona jobs


Have you applied for this role?


Have you applied for this role?


Have you applied for this role?


Have you applied for this role?


Have you applied for this role?
See all 208+ Investment Management E-3 Sponsorship Jobs in Arizona jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Investment Management E-3 Sponsorship Jobs in Arizona roles.
Get Access To All Jobs
About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
Senior Client Experience (CX) Analyst
Emphasis on Expertise in Experience Management (XM), Qualtrics, and Global Team Collaboration
Position Summary:
We are searching for a highly skilled Senior Customer Experience (CX) Analyst with a minimum of 5 years of proven experience in Experience Management (XM) roles, specifically within large, global organizations. The ideal candidate will demonstrate advanced proficiency in Qualtrics or other leading survey and feedback management platforms. This role requires a collaborative mindset and exceptional communication skills to thrive in a global team environment spanning three distinct business units.
Role Overview:
The Senior CX Analyst is instrumental in gathering, analyzing, and interpreting customer feedback and operational data from surveys, support channels, and behavioral metrics across diverse regions and business units. Operating within a hub-and-spoke structure, this analyst will partner with colleagues across three business units, leveraging XM expertise and Qualtrics (or comparable tools) to identify emerging trends, pain points, and opportunities for improvement. The role demands a high degree of cross-functional collaboration, supporting Voice of Customer (VoC) initiatives and delivering actionable, data-driven insights that support enterprise-wide goals and enhance customer journeys globally.
Key Responsibilities:
-
Experience Management & Survey Platform Expertise: Lead the design, deployment, and analysis of XM programs using Qualtrics or similar platforms. Ensure robust feedback collection and actionable reporting across all channels and markets.
-
Data Analysis & Dashboard Development: Collect and synthesize customer feedback from NPS, CSAT, CES and operational systems. Create insightful dashboards and reports for both local teams and the global hub.
-
Customer Journey Mapping: Analyze customer interactions, pinpointing bottlenecks and improvement opportunities at global and regional levels.
-
Collaboration & Communication: Work effectively with product, marketing, and customer service teams across three business units, providing region-specific recommendations and fostering a culture of teamwork. Present findings clearly to both technical and non-technical stakeholders.
-
Performance Monitoring: Track and report on key CX metrics, measuring the impact of initiatives and driving continuous improvement across the global enterprise.
Required Qualifications & Skills:
-
Experience: At least 5 years in XM or CX roles within global or multi-region organizations, with demonstrated expertise in managing enterprise-wide XM programs and survey-based feedback collection.
-
Survey Platform Proficiency: Advanced knowledge of Qualtrics (preferred) or other leading survey and feedback management platforms.
-
Technical Skills: Proficient in CRM systems (Salesforce, Dynamics), survey tools, and Microsoft Office Suite, especially Excel.
-
Analytical Abilities: Strong skills in interpreting global and regional data, uncovering trends, and delivering actionable insights.
-
Collaboration & Communication: Exceptional ability to work with cross-functional, global teams and communicate complex findings clearly in both group and individual settings.
-
Education: Bachelor’s degree in business, Marketing, Statistics, or a related discipline.
Key Performance Indicators (KPIs) Managed:
- Net Promoter Score (NPS)
- Customer Satisfaction Score (CSAT)
- Customer Effort Score (CES)
- Retention Rate / Churn Rate
Salary Range:
$90,820 - 154,280 USD
Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.
We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.

About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
Senior Client Experience (CX) Analyst
Emphasis on Expertise in Experience Management (XM), Qualtrics, and Global Team Collaboration
Position Summary:
We are searching for a highly skilled Senior Customer Experience (CX) Analyst with a minimum of 5 years of proven experience in Experience Management (XM) roles, specifically within large, global organizations. The ideal candidate will demonstrate advanced proficiency in Qualtrics or other leading survey and feedback management platforms. This role requires a collaborative mindset and exceptional communication skills to thrive in a global team environment spanning three distinct business units.
Role Overview:
The Senior CX Analyst is instrumental in gathering, analyzing, and interpreting customer feedback and operational data from surveys, support channels, and behavioral metrics across diverse regions and business units. Operating within a hub-and-spoke structure, this analyst will partner with colleagues across three business units, leveraging XM expertise and Qualtrics (or comparable tools) to identify emerging trends, pain points, and opportunities for improvement. The role demands a high degree of cross-functional collaboration, supporting Voice of Customer (VoC) initiatives and delivering actionable, data-driven insights that support enterprise-wide goals and enhance customer journeys globally.
Key Responsibilities:
-
Experience Management & Survey Platform Expertise: Lead the design, deployment, and analysis of XM programs using Qualtrics or similar platforms. Ensure robust feedback collection and actionable reporting across all channels and markets.
-
Data Analysis & Dashboard Development: Collect and synthesize customer feedback from NPS, CSAT, CES and operational systems. Create insightful dashboards and reports for both local teams and the global hub.
-
Customer Journey Mapping: Analyze customer interactions, pinpointing bottlenecks and improvement opportunities at global and regional levels.
-
Collaboration & Communication: Work effectively with product, marketing, and customer service teams across three business units, providing region-specific recommendations and fostering a culture of teamwork. Present findings clearly to both technical and non-technical stakeholders.
-
Performance Monitoring: Track and report on key CX metrics, measuring the impact of initiatives and driving continuous improvement across the global enterprise.
Required Qualifications & Skills:
-
Experience: At least 5 years in XM or CX roles within global or multi-region organizations, with demonstrated expertise in managing enterprise-wide XM programs and survey-based feedback collection.
-
Survey Platform Proficiency: Advanced knowledge of Qualtrics (preferred) or other leading survey and feedback management platforms.
-
Technical Skills: Proficient in CRM systems (Salesforce, Dynamics), survey tools, and Microsoft Office Suite, especially Excel.
-
Analytical Abilities: Strong skills in interpreting global and regional data, uncovering trends, and delivering actionable insights.
-
Collaboration & Communication: Exceptional ability to work with cross-functional, global teams and communicate complex findings clearly in both group and individual settings.
-
Education: Bachelor’s degree in business, Marketing, Statistics, or a related discipline.
Key Performance Indicators (KPIs) Managed:
- Net Promoter Score (NPS)
- Customer Satisfaction Score (CSAT)
- Customer Effort Score (CES)
- Retention Rate / Churn Rate
Salary Range:
$90,820 - 154,280 USD
Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.
We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.
Job Roles in Investment Management in Arizona
See all 208+ Investment Management Arizona jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Investment Management Arizona roles.
Get Access To All JobsFrequently Asked Questions
Which investment management companies sponsor E-3 visas in Arizona?
Several major firms with significant Arizona operations have sponsored E-3 visas for investment management professionals, including Charles Schwab and Fidelity Investments, both of which have large campuses in Scottsdale. Vanguard also maintains a Phoenix-area presence. Regional wealth management firms and registered investment advisers operating in the state may also sponsor E-3 visas, though sponsorship decisions vary by role, headcount, and hiring cycle.
Which cities in Arizona have the most investment management E-3 sponsorship jobs?
Scottsdale and Phoenix account for the overwhelming majority of investment management roles in Arizona. Scottsdale in particular hosts regional headquarters and operations centers for several large brokerage and asset management firms. Tempe also has a presence due to its proximity to Arizona State University and financial services employers in the East Valley. Tucson has a smaller but active financial services community worth monitoring.
What types of investment management roles typically qualify for E-3 sponsorship?
Roles that typically qualify require a bachelor's degree or higher in a directly related field such as finance, economics, or accounting. Common qualifying positions include portfolio analyst, investment analyst, financial analyst, compliance analyst, and risk management associate. Positions requiring a generalist or non-specific degree background, such as some client-facing sales roles, may face additional scrutiny when establishing specialty occupation status under E-3 requirements.
How do I find investment management E-3 sponsorship jobs in Arizona?
Migrate Mate is built specifically for this search. You can filter by visa type, state, and industry to surface investment management roles with confirmed E-3 sponsorship in Arizona, including positions in Phoenix and Scottsdale. This saves time compared to manually screening job listings for sponsorship eligibility. Migrate Mate's job board is updated regularly, so checking back frequently is useful as new roles are posted by sponsoring employers.
Are there any Arizona-specific considerations for E-3 sponsorship in investment management?
Arizona does not impose state-level visa sponsorship requirements beyond federal E-3 obligations, but the state's financial services sector is heavily concentrated in Maricopa County, meaning most E-3 opportunities will require relocation to or within the Phoenix metro area. Australian candidates should also be aware that Arizona employers in regulated investment roles may require FINRA licensing, which is a separate process from visa sponsorship and is tied to employment, not citizenship.
What is the prevailing wage for E-3 investment management jobs in Arizona?
U.S. employers sponsoring a visa must pay at least the prevailing wage, which is what workers in the same role, area, and experience level typically earn. The Department of Labor sets this rate to make sure companies aren't hiring foreign workers simply because they'd accept lower pay than a U.S. worker. It varies by job title, location, and experience. You can look up current prevailing wage rates for any occupation and location using the OFLC Wage Search page.
See which investment management employers are hiring and sponsoring visas in Arizona right now.
Search Investment Management Jobs in Arizona