Investment Management E-3 Sponsorship Jobs in Arizona
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 visa sponsorship with established asset managers, wealth management firms, and financial advisory companies operating across the greater Phoenix metro area.
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At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace a workplace where everyone feels valued and inspired.
Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
Banking, Lending, & Trust (BL&T) unlocks access to Wells Fargo Bank products and services to high-net-worth and ultra-high-net-worth individuals and families based on needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research, relationships, custom solutions, and highly tuned strategies to address clients' unique needs and aspirations.
BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, specialty assets, regulatory, privacy, ecommerce, deposit relationship and strategy, and business strategies. The section also provides support to the WIM Diverse Segments group, including WIM referral activity.
Trust Services Trust advisors discuss the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including:
About this role:
Wells Fargo is seeking a Regional Fiduciary Officer - Business Accountability Senior Manager...
In this role, you will:
- Manage and develop teams of specialists and managers to oversee moderate to highly complex activities associated with the development and implementation of business-specific programs, processes, and controls which identify, assess, monitor, measure, and mitigate risk
- Identify and recommend opportunities for process improvement, risk mitigation, and control strategies
- Determine appropriate strategies and actions, interpret and develop policies and procedures, and provide leadership to strategize and execute a variety of programs, services, initiatives, protocols, and deliverables that are moderate to high-risk within scope of responsibility
- Collaborate with and influence all levels of professionals including senior managers
- Engage and influence business heads, regulators, control management, risk, legal, and audit partners to successfully ensure appropriate management of business risk
- Develop and guide a culture of talent development to meet business objectives and strategy
- This position may sit in any Trust approved location.
Required Qualifications:
- 7+ years of risk management, business controls, or compliance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 3+ years of management or leadership experience
Desired Qualifications:
- Trust services industry experience
- Certified Trust and Fiduciary Advisor (CTFA)
- Juris doctor (JD)
- Experience bringing issues to closure in a decisive manner despite potential obstacles within a complex environment
- Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
- Ability to assess current processes/procedures and make recommendations for efficiency
- Experience developing partnerships and collaborating with other business and functional areas
- Experience resolving and working through escalated and complex issues
- Excellent verbal, written, and interpersonal communication skills
- Good analytical skills with high attention to detail and accuracy
- Superb writing skills
Job Expectations:
Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.
$159,000.00 - $305,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Posting End Date:
29 May 2026
Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
E-3 Investment Management Job Roles in Arizona
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Search Investment Management Jobs in ArizonaInvestment Management E-3 Sponsorship Jobs in Arizona: Frequently 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.