Investment Management E-3 Sponsorship Jobs in Florida
Florida's investment management sector spans Miami's international finance hub, Orlando's growing financial services corridor, and Tampa Bay's expanding asset management firms. Australian professionals pursuing E-3 visa sponsorship will find opportunities at firms like BlackRock, Voya Financial, and Raymond James, which has its headquarters in St. Petersburg and a significant presence across the state.
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INTRODUCTION
TreeServe is looking for a sharp, entrepreneurial Marketing Manager who’s excited to build something from the ground up. This is a role where you get to write the playbook. You’ll have the autonomy, trust, and support to shape TreeServe’s marketing program and make a visible impact on the growth of the business.
You’ll own demand generation, campaigns, channel performance, content, and brand execution, with a clear focus on measurable results. You’ll also work closely with our sales and operating teams to improve lead generation, conversion, and the overall customer experience.
We’re looking for someone who sees a blank canvas and gets excited, not overwhelmed. Someone who is comfortable testing ideas, figuring out what works, building repeatable processes, and taking ownership without waiting for detailed direction.
KEY RESPONSIBILITIES:
Lead Generation & Demand Creation
- Develop and execute multi-channel lead generation campaigns to drive qualified sales opportunities.
- Manage digital marketing initiatives including email campaigns, SEO, SEM, social media, content marketing, and paid advertising.
- Design and implement strategies to increase inbound lead volume and improve lead quality.
- Partner with sales leadership to establish lead qualification criteria and optimize lead conversion processes.
- Analyze campaign performance and marketing ROI, making data-driven recommendations for continuous improvement.
- Manage marketing automation and CRM systems to support lead nurturing and pipeline growth.
- Create and oversee content development that supports prospect engagement throughout the buyer's journey.
Sales & Marketing Alignment
- Serve as the primary link between marketing and sales, ensuring alignment on revenue objectives and growth initiatives.
- Develop reporting dashboards to track lead generation performance, conversion rates, pipeline development, and campaign effectiveness.
- Identify market opportunities, customer trends, and competitive insights to support business growth objectives.
- Collaborate with senior leadership to develop and execute strategic growth plans.
- Maintain ownership of marketing-generated pipeline targets and contribution to overall revenue growth.
Campaign Execution & Channel Management
- Plan, launch, and optimize multi-channel marketing campaigns across SEM, paid social, email, and digital.
- Build the channel mix largely from scratch, reducing reliance on expensive, hard-to-measure channels and replacing them with scalable, performance-driven alternatives.
- Monitor campaign performance daily and make real-time adjustments to maximize ROAS, CAC, and conversion rates.
Trade Show & Event Marketing
- Partner with operating companies to identify, plan, and execute trade show and industry event opportunities that generate qualified leads and support business growth.
- Coordinate event preparation, promotional materials, and lead follow-up, and track and evaluate return on investment (ROI) to measure effectiveness.
- Attend and lead trade show initiatives as appropriate.
Brand Consistency & Creative Coordination
- Ensure all marketing assets - ads, landing pages, emails, content are on-brand.
- Collaborate with internal teams and external vendors to maintain a consistent, premium brand voice across every customer touchpoint.
- As the primary marketing voice internally, you'll set the standard and uphold it.
Data, Analytics & Optimization
- Build and own performance reporting across all channels. Create the dashboards, establish the KPIs, and translate data into clear decisions.
- Drive CRO improvements and attribution modeling to strengthen traffic-to-subscriber conversion.
- Bring a test-and-learn mindset: hypothesize, run the experiment, report the result, iterate without needing someone to greenlight every move.
AI-Powered Marketing
- Actively use AI tools to accelerate content production, improve audience segmentation, personalize messaging, and automate where it makes sense.
- Stay ahead of the curve on emerging tools and proactively bring new ideas and platforms to the team.
Content & Thought Leadership
- Build and own TreeServe's content calendar, including blog posts, lead magnets, email sequences, and social content, with an emphasis on educational, inspiring, and community-driven storytelling.
- Help establish TreeServe as a trusted, authoritative voice in our industry through smart content distribution and consistent engagement.
Cross-Functional Collaboration
- Partner with Sales to align on lead quality, messaging, and follow-up, ensuring marketing efforts drive real pipeline results.
- Support M&A integration efforts as needed, helping bring acquired brands into TreeServe's marketing ecosystem seamlessly.
WHY THIS ROLE IS DIFFERENT
You won’t be inheriting a finished marketing machine. You’ll be building one.
There is plenty to improve, test, and create, and you’ll have direct access to senior leadership and the opportunity to see the impact of your work across TreeServe and our operating companies.
If you want a highly structured role where the playbook has already been written, this probably isn’t it. If you want ownership, visibility, and the opportunity to build something that can scale, we should talk.
QUALIFICATIONS
- Bachelor’s degree in Marketing, Business, Communications, or a related field preferred.
- 3–6 years of hands-on marketing experience with direct ownership of campaigns and measurable results.
- Experience building or significantly improving a marketing function, program, or channel.
- Hands-on experience with paid search, paid social, email marketing, SEO, landing pages, and conversion optimization.
- Strong analytical skills and comfort working with GA4, advertising platforms, CRM data, and spreadsheets.
- Understanding of CAC, ROAS, CPA, conversion rates, and marketing attribution.
- Strong writing and content skills. You should be comfortable creating compelling copy, not simply reviewing someone else’s work.
- Practical experience using AI and marketing technology to improve productivity and performance.
- Entrepreneurial and highly self-directed, with the ability to prioritize and execute without extensive oversight.
- Strong communicator who can work effectively across sales, operations, leadership, and external partners.
- Experience in B2C, home services, multi-location businesses, or field services is a plus.
- Ability to travel periodically to TreeServe operating companies and industry events.
- High standards of integrity and professionalism.
WHAT SUCCESS LOOKS LIKE
- More qualified leads reaching our sales teams.
- Improved lead-to-appointment and lead-to-customer conversion.
- Clear visibility into marketing spend, performance, and ROI.
- Stronger inside sales execution and follow-up.
- A more disciplined, measurable channel strategy.
- Consistent brand execution across TreeServe and its operating companies.
- Marketing that makes a measurable contribution to pipeline and revenue growth.
Physical Requirements
- Ability to sit, stand, walk, and move throughout the workday.
- Ability to climb stairs and perform occasional bending, twisting, pushing, and pulling.
- Regular use of hands and arms to handle, reach, and operate office equipment.
- Ability to read detailed information, including small print, and enter data into computer systems.
- Ability to prepare written documents and reports using a computer or writing instruments.
- Ability to operate standard office equipment, including computers, phones, and copiers.
WORK ENVIRONMENT
- In-person role based at TreeServe’s Jacksonville headquarters.
- Primarily an indoor, professional office environment.
- Occasional visits to operating locations where trucks, equipment, moving machinery, and varying weather or surface conditions may be present.
- Occasional after-hours or weekend availability may be required for trade shows, events, or other business needs.
LOCATION
- Jacksonville, FL 32216 (Required)
PAY
- Pay: $85,000.00 - $105,000.00 per year
BENEFITS
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Flexible spending account
- Health insurance
- Paid time off
- Vision insurance
Experience
- Marketing: 5 years (Required)
ABILITY TO COMMUTE
- Jacksonville, FL 32216 (Required)
WILLINGNESS TO TRAVEL
- 25% (Required)
WORK LOCATION
- In person
Equal Employment Opportunity (EEO) Statement
TreeServe is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, genetic information, or any other protected status under applicable law.
Americans with Disabilities Act (ADA) Statement
TreeServe complies with the Americans with Disabilities Act (ADA) and is committed to providing reasonable accommodations to qualified individuals with disabilities. If you require an accommodation to complete the application process or perform the essential functions of this role, please notify Human Resources.
E-3 Investment Management Job Roles in Florida
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Search Investment Management Jobs in FloridaInvestment Management E-3 Sponsorship Jobs in Florida: Frequently Asked Questions
Which investment management companies sponsor E-3 visas in Florida?
Raymond James, headquartered in St. Petersburg, is one of Florida's largest investment management employers and has a history of sponsoring skilled foreign workers. BlackRock, Voya Financial, and Northern Trust operate Florida offices that have filed for specialty occupation visas. Boutique wealth management firms and hedge funds concentrated in Miami's Brickell financial district also periodically sponsor E-3 visa holders for qualifying roles.
Which cities in Florida have the most investment management E-3 sponsorship jobs?
Miami leads the state, particularly the Brickell and Coconut Grove areas, which house regional headquarters for global asset managers and private equity firms. Tampa and St. Petersburg are strong alternatives, anchored by Raymond James and a cluster of registered investment advisers. Orlando has a smaller but growing financial services presence, and Fort Lauderdale attracts wealth management firms serving high-net-worth clients in South Florida.
What types of investment management roles typically qualify for E-3 sponsorship?
Roles that generally qualify are those requiring a bachelor's degree or higher in a directly related field, such as financial analyst, portfolio analyst, quantitative analyst, investment research associate, risk analyst, and compliance analyst. These positions typically require specialized knowledge in finance, economics, or mathematics. General relationship management or sales-oriented roles with no specific degree requirement are less likely to meet the specialty occupation standard for E-3 purposes.
How do I find investment management E-3 sponsorship jobs in Florida?
Migrate Mate is the most direct way to find investment management roles in Florida where employers are open to E-3 sponsorship. You can filter specifically by visa type and state, which removes the guesswork of approaching firms that don't sponsor. Miami-based asset managers and Florida wealth management firms are well represented on the platform, making it practical to target your search by city and role type within the investment management sector.
Are there any Florida-specific considerations for E-3 sponsorship in investment management?
Florida has no state income tax, which affects how employers structure compensation packages and may influence how firms approach the prevailing wage requirements embedded in the Labor Condition Application process. Miami's strong concentration of Latin American and international capital means many investment management firms there regularly hire multilingual professionals with cross-border expertise, which can make Australian candidates with international experience a reasonable fit for certain roles. Licensing requirements like the Series 65 or CFA may also be expected alongside the E-3 application.
What is the prevailing wage for E-3 investment management jobs in Florida?
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.