Investment Management E-3 Sponsorship Jobs in California
Investment management E-3 visa sponsorship jobs in California are concentrated in San Francisco, Los Angeles, and San Diego, where firms like BlackRock, PIMCO, Franklin Templeton, and Vanguard maintain major offices. Australian professionals with finance or economics degrees will find California one of the most active U.S. states for asset management hiring.
Find Investment Management JobsOverview
Showing 5 of 294+ Investment Management E-3 Sponsorship Jobs in California
See all 294+ Investment Management E-3 Sponsorship Jobs in California
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Investment Management E-3 Sponsorship Jobs in California.
Get Access To All JobsAt Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. 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:
- Personal trust services
- Estate services
- Philanthropic services
- Closely held asset management
- Real estate and loan asset management
- Energy asset management
- Legacy trust services
- Special needs trust services
- Managed Individual Retirement Accounts (IRA)
About this role:
Wells Fargo is seeking a Senior Lead Fiduciary Specialist...
In this role, you will:
- Oversee a team of fiduciary professionals responsible for the administration of trust and other fiduciary accounts.
- Administer a book of fiduciary relationships, including analyzing trust and estate documents, implementing client estate plans, and ensuring client accounts are managed in accordance with sound fiduciary principles and applicable law.
- Engage clients, advisors and internal partners to deliver a high-touch client experience within a strong risk management framework.
- Build and maintain a strong knowledge of internal policies and procedures including, but not limited to, distributions, account maintenance, account opening and closing, KYC requirements, annual account reviews, and management of overdrafts.
- Identify and recommend opportunities for process improvement and control development.
- Serve as a subject-matter expert on fiduciary administration, including the interpretation of governing instruments, adherence to fiduciary principles and applicable laws, and the application of prudent investing standards.
- Serve as an escalation point for team members regarding client-related matters, including the resolution of client complaints and the approval of discretionary distributions.
- Act as a thought leader and culture carrier for the firm to influence outcomes and build an inclusive, collaborative and client-focused environment for our fiduciary professionals.
- Lead team to achieve business objectives and drive execution.
- Participate actively in Wells Fargo Trust's training and mentorship programs.
- Participate in marketing and development initiatives, including building connectivity with centers of influence.
Required Qualifications:
- 7+ years of Fiduciary Products experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience and education
Desired Qualifications:
- Extensive experience in administering estates and deceased grantor trusts as an attorney or trust officer
- Knowledge of complex estate planning strategies including tax strategies
- Ability to read, interpret and explain will and trust documents, probate laws and tax provisions
- JD, LLM, CFP or CTFA designations
- Experience working with UHNW (Ultra High Net Worth) clients that have investable assets of $10MM +
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.
- This Sensitive role will have a required absence of 2-weeks
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.
- $167,000.00 - $260,000.00
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:
31 Jul 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.
At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. 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:
- Personal trust services
- Estate services
- Philanthropic services
- Closely held asset management
- Real estate and loan asset management
- Energy asset management
- Legacy trust services
- Special needs trust services
- Managed Individual Retirement Accounts (IRA)
About this role:
Wells Fargo is seeking a Senior Lead Fiduciary Specialist...
In this role, you will:
- Oversee a team of fiduciary professionals responsible for the administration of trust and other fiduciary accounts.
- Administer a book of fiduciary relationships, including analyzing trust and estate documents, implementing client estate plans, and ensuring client accounts are managed in accordance with sound fiduciary principles and applicable law.
- Engage clients, advisors and internal partners to deliver a high-touch client experience within a strong risk management framework.
- Build and maintain a strong knowledge of internal policies and procedures including, but not limited to, distributions, account maintenance, account opening and closing, KYC requirements, annual account reviews, and management of overdrafts.
- Identify and recommend opportunities for process improvement and control development.
- Serve as a subject-matter expert on fiduciary administration, including the interpretation of governing instruments, adherence to fiduciary principles and applicable laws, and the application of prudent investing standards.
- Serve as an escalation point for team members regarding client-related matters, including the resolution of client complaints and the approval of discretionary distributions.
- Act as a thought leader and culture carrier for the firm to influence outcomes and build an inclusive, collaborative and client-focused environment for our fiduciary professionals.
- Lead team to achieve business objectives and drive execution.
- Participate actively in Wells Fargo Trust's training and mentorship programs.
- Participate in marketing and development initiatives, including building connectivity with centers of influence.
Required Qualifications:
- 7+ years of Fiduciary Products experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience and education
Desired Qualifications:
- Extensive experience in administering estates and deceased grantor trusts as an attorney or trust officer
- Knowledge of complex estate planning strategies including tax strategies
- Ability to read, interpret and explain will and trust documents, probate laws and tax provisions
- JD, LLM, CFP or CTFA designations
- Experience working with UHNW (Ultra High Net Worth) clients that have investable assets of $10MM +
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.
- This Sensitive role will have a required absence of 2-weeks
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.
- $167,000.00 - $260,000.00
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:
31 Jul 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 California
See all 294+ Investment Management E-3 Jobs in California
Sign up for free to filter by visa type, set job alerts, and find employers with verified sponsorship history.
Search Investment Management Jobs in CaliforniaInvestment Management E-3 Sponsorship Jobs in California: Frequently Asked Questions
Which investment management companies sponsor E-3 visas in California?
Several large asset managers with California offices have a track record of sponsoring work visas for skilled professionals, including BlackRock, PIMCO (headquartered in Newport Beach), Franklin Templeton (San Mateo), and Capital Group (Los Angeles). Larger firms tend to have dedicated immigration support teams, making the E-3 visa sponsorship process more straightforward than with smaller boutique managers. Checking DOL Labor Condition Application disclosure data can confirm which firms have filed for investment management roles.
Which cities in California have the most investment management E-3 sponsorship jobs?
San Francisco and the broader Bay Area lead for quantitative and technology-adjacent investment roles, with firms like Schwab and Wells Fargo Asset Management present. Los Angeles is a hub for fixed income and alternatives, home to PIMCO and Capital Group. San Diego has a growing asset management community. Newport Beach, while smaller, punches above its weight given PIMCO's global headquarters there.
What types of investment management roles typically qualify for E-3 sponsorship?
Roles that typically qualify are those requiring a bachelor's degree or higher in a directly related field such as finance, economics, accounting, or mathematics. Common qualifying titles include portfolio analyst, investment analyst, research analyst, risk analyst, quantitative analyst, and compliance analyst. Generalist roles where any degree field is acceptable are less likely to meet the specialty occupation standard, so the degree-to-role connection needs to be specific and well-documented.
How do I find investment management E-3 sponsorship jobs in California?
Migrate Mate is built specifically for Australian professionals searching for E-3 sponsorship roles, including investment management positions across California. You can filter by state and industry to see active listings from employers open to E-3 sponsorship. Because not every firm advertises sponsorship willingness upfront, Migrate Mate's curated approach saves time that would otherwise be spent filtering out roles that won't consider visa sponsorship.
Are there any California-specific considerations for investment management E-3 sponsorship?
California's investment management sector is heavily regulated at both the state and federal level, and many roles require FINRA licensing (such as Series 7 or Series 65), which candidates typically obtain after starting employment rather than before. The state's high cost of living in major financial hubs is worth factoring into relocation planning. California also has strict worker classification laws, so most E-3 roles will need to be direct W-2 employment rather than contractor arrangements.
What is the prevailing wage for E-3 investment management jobs in California?
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.