Strategy Business Operations Visa Sponsorship Jobs in Florida
Florida's strategy and business operations roles are concentrated in Miami, Tampa, and Orlando, where financial services firms, tech companies, and healthcare organizations actively hire. Major employers like Citigroup, Chewy, and Advent International have regional presences here. International candidates with analytical and operational backgrounds will find genuine sponsorship activity across these markets.
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Get Access To All JobsINTRODUCTION
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career, and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive, and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership, and innovation, strengthening our workforce and positively impacting the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
ROLE AND RESPONSIBILITIES
This job is responsible for resolving day-to-day complex problems, researching, and executing on complex transactions for multiple sites or larger business unit(s). Key responsibilities include leading the design, development, and implementation of products, systems, processes, and services using discretion within the project management methodologies, with a focus on continuous improvement.
As part of Wealth Management Operations (WMO), Investment Information Management Organization, this position is a Senior Operations Consultant within the Wealth Management Performance Operations Team. The Senior Operations Consultant will support the Wealth Management Performance Operations organization by serving as a subject matter expert in investment performance measurement and reporting while leading the design, development, and enhancement of performance operations processes, platforms, and strategic initiatives. Key responsibilities include analyzing and resolving complex investment performance calculation discrepancies and return outliers, providing support to business partners and Financial Advisors, driving operational improvements, supporting performance platform enhancements, and translating sophisticated performance methodologies and analytical concepts into actionable business solutions.
- Serve as a subject matter expert in investment performance measurement methodologies, including Time-Weighted Rate of Return (TWRR), Money-Weighted Rate of Return (MWRR), Modified Dietz, asset weighting and aggregation, and performance risk statistics.
- Utilize Microsoft Excel and PowerPoint to perform advanced analysis, develop reporting solutions, and create presentations that support business decision-making.
- Act as a trusted advisor and mentor, identifying knowledge gaps and fostering increased understanding of performance measurement principles across the organization.
- Develop and deliver training programs on performance concepts, methodologies, and tools to support both new and experienced associates.
- Build strong partnerships with Financial Advisors and business teams to understand client reporting needs and deliver performance-related solutions.
- Identify process improvement opportunities and lead initiatives that enhance operational effectiveness, service delivery, and client outcomes.
- Develop operational workflows, process maps, and system designs that improve efficiency, scalability, and risk management.
- Independently manage complex assignments with minimal oversight while proactively engaging appropriate stakeholders to achieve desired outcomes.
- Establish, monitor, and report on key performance indicators (KPIs) and operational metrics to measure effectiveness, identify trends, and drive continuous improvement.
- Design and execute strategic roadmaps supporting performance platform enhancements, operational improvements, and technology transformation initiatives.
- Evaluate incoming performance-related requests, assess business needs, and provide consultative guidance on appropriate solutions, processes, and controls.
- Partner with market data providers, including Morningstar, Lipper, FactSet, Bloomberg, and other data sources to ensure accurate performance reporting and analytics.
- Leverage performance measurement platforms such as Tamarac, First Rate, or similar solutions to support business objectives.
- Develop and deliver executive-level presentations, business recommendations, and strategic updates to senior leadership.
- Lead cross-functional collaboration efforts with internal stakeholders, business partners, and third-party vendors to drive performance-related initiatives and operational excellence.
- Translate complex mathematical, analytical, and performance concepts into clear, actionable insights for business partners, leadership, and advisors.
- Analyze, validate, and troubleshoot complex performance calculations, identifying and resolving performance exceptions, outliers, and data inconsistencies.
BASIC QUALIFICATIONS
- Advanced knowledge of investment performance measurement methodologies, including Time-Weighted Rate of Return (TWRR), Money-Weighted Rate of Return (MWRR), Modified Dietz, asset weighting, aggregation methodologies, and risk statistics.
- Strong quantitative and analytical skills with the ability to understand and apply complex mathematical and algebraic concepts.
- Proven ability to analyze, interpret, and resolve complex performance calculation discrepancies and outliers.
- Ability to communicate sophisticated performance, financial, and mathematical concepts clearly to both technical and non-technical audiences.
- Demonstrated success collaborating across multiple business functions, including partnering with senior leaders, vendors, and key stakeholders.
- Experience developing and delivering executive-level presentations, recommendations, and strategic communications.
- Hands-on experience with investment performance and reporting platforms such as First Rate, Addepar, Tamarac, Confluence, Black Diamond, Clearwater, or similar solutions.
- Experience working with financial market data providers including Morningstar, Lipper, FactSet, Bloomberg, or equivalent data sources.
- Strong critical thinking and consultative problem-solving skills, with the ability to challenge assumptions and recommend alternative solutions when appropriate.
- Experience defining and implementing operational strategies, roadmaps, and process improvements for technology or platform enhancements.
- Ability to establish, monitor, and interpret key performance indicators (KPIs) and operational metrics.
- Strong organizational and project management skills, with the ability to manage multiple priorities independently and with minimal supervision.
- Experience designing operational workflows, process maps, and system-related processes.
- Proven track record of identifying and implementing process improvement opportunities that increase efficiency, scalability, and risk controls.
- Ability to train, mentor, and develop associates on performance methodologies, reporting solutions, and industry best practices.
- Experience partnering with Financial Advisors and/or wealth management professionals to support client reporting and performance-related initiatives.
- Intermediate to advanced proficiency in Microsoft Excel and PowerPoint, including data analysis, reporting, visualization, and executive presentation development.
PREFERRED QUALIFICATIONS
- Bachelor's degree in Mathematics, Finance, Economics, Statistics, or a related quantitative discipline, or equivalent combination of education and relevant experience.
- Advanced knowledge of complex algebraic and financial calculations.
- Experience supporting investment performance reporting, analytics, and measurement within wealth management, asset management, family office, or financial services environments (First Rate, Addepar, Tamarac, Confluence, Black Diamond, etc.)
SKILLS
- Critical Thinking
- Customer and Client Focus
- Decision Making
- Problem Solving
- Risk Management
- Adaptability
- Attention to Detail
- Collaboration
- Issue Management
- Analytical Thinking
- Oral Communications
- Presentation Skills
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.
Shift:
1st shift (United States of America)
Hours Per Week:
40
INTRODUCTION
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career, and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive, and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership, and innovation, strengthening our workforce and positively impacting the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
ROLE AND RESPONSIBILITIES
This job is responsible for resolving day-to-day complex problems, researching, and executing on complex transactions for multiple sites or larger business unit(s). Key responsibilities include leading the design, development, and implementation of products, systems, processes, and services using discretion within the project management methodologies, with a focus on continuous improvement.
As part of Wealth Management Operations (WMO), Investment Information Management Organization, this position is a Senior Operations Consultant within the Wealth Management Performance Operations Team. The Senior Operations Consultant will support the Wealth Management Performance Operations organization by serving as a subject matter expert in investment performance measurement and reporting while leading the design, development, and enhancement of performance operations processes, platforms, and strategic initiatives. Key responsibilities include analyzing and resolving complex investment performance calculation discrepancies and return outliers, providing support to business partners and Financial Advisors, driving operational improvements, supporting performance platform enhancements, and translating sophisticated performance methodologies and analytical concepts into actionable business solutions.
- Serve as a subject matter expert in investment performance measurement methodologies, including Time-Weighted Rate of Return (TWRR), Money-Weighted Rate of Return (MWRR), Modified Dietz, asset weighting and aggregation, and performance risk statistics.
- Utilize Microsoft Excel and PowerPoint to perform advanced analysis, develop reporting solutions, and create presentations that support business decision-making.
- Act as a trusted advisor and mentor, identifying knowledge gaps and fostering increased understanding of performance measurement principles across the organization.
- Develop and deliver training programs on performance concepts, methodologies, and tools to support both new and experienced associates.
- Build strong partnerships with Financial Advisors and business teams to understand client reporting needs and deliver performance-related solutions.
- Identify process improvement opportunities and lead initiatives that enhance operational effectiveness, service delivery, and client outcomes.
- Develop operational workflows, process maps, and system designs that improve efficiency, scalability, and risk management.
- Independently manage complex assignments with minimal oversight while proactively engaging appropriate stakeholders to achieve desired outcomes.
- Establish, monitor, and report on key performance indicators (KPIs) and operational metrics to measure effectiveness, identify trends, and drive continuous improvement.
- Design and execute strategic roadmaps supporting performance platform enhancements, operational improvements, and technology transformation initiatives.
- Evaluate incoming performance-related requests, assess business needs, and provide consultative guidance on appropriate solutions, processes, and controls.
- Partner with market data providers, including Morningstar, Lipper, FactSet, Bloomberg, and other data sources to ensure accurate performance reporting and analytics.
- Leverage performance measurement platforms such as Tamarac, First Rate, or similar solutions to support business objectives.
- Develop and deliver executive-level presentations, business recommendations, and strategic updates to senior leadership.
- Lead cross-functional collaboration efforts with internal stakeholders, business partners, and third-party vendors to drive performance-related initiatives and operational excellence.
- Translate complex mathematical, analytical, and performance concepts into clear, actionable insights for business partners, leadership, and advisors.
- Analyze, validate, and troubleshoot complex performance calculations, identifying and resolving performance exceptions, outliers, and data inconsistencies.
BASIC QUALIFICATIONS
- Advanced knowledge of investment performance measurement methodologies, including Time-Weighted Rate of Return (TWRR), Money-Weighted Rate of Return (MWRR), Modified Dietz, asset weighting, aggregation methodologies, and risk statistics.
- Strong quantitative and analytical skills with the ability to understand and apply complex mathematical and algebraic concepts.
- Proven ability to analyze, interpret, and resolve complex performance calculation discrepancies and outliers.
- Ability to communicate sophisticated performance, financial, and mathematical concepts clearly to both technical and non-technical audiences.
- Demonstrated success collaborating across multiple business functions, including partnering with senior leaders, vendors, and key stakeholders.
- Experience developing and delivering executive-level presentations, recommendations, and strategic communications.
- Hands-on experience with investment performance and reporting platforms such as First Rate, Addepar, Tamarac, Confluence, Black Diamond, Clearwater, or similar solutions.
- Experience working with financial market data providers including Morningstar, Lipper, FactSet, Bloomberg, or equivalent data sources.
- Strong critical thinking and consultative problem-solving skills, with the ability to challenge assumptions and recommend alternative solutions when appropriate.
- Experience defining and implementing operational strategies, roadmaps, and process improvements for technology or platform enhancements.
- Ability to establish, monitor, and interpret key performance indicators (KPIs) and operational metrics.
- Strong organizational and project management skills, with the ability to manage multiple priorities independently and with minimal supervision.
- Experience designing operational workflows, process maps, and system-related processes.
- Proven track record of identifying and implementing process improvement opportunities that increase efficiency, scalability, and risk controls.
- Ability to train, mentor, and develop associates on performance methodologies, reporting solutions, and industry best practices.
- Experience partnering with Financial Advisors and/or wealth management professionals to support client reporting and performance-related initiatives.
- Intermediate to advanced proficiency in Microsoft Excel and PowerPoint, including data analysis, reporting, visualization, and executive presentation development.
PREFERRED QUALIFICATIONS
- Bachelor's degree in Mathematics, Finance, Economics, Statistics, or a related quantitative discipline, or equivalent combination of education and relevant experience.
- Advanced knowledge of complex algebraic and financial calculations.
- Experience supporting investment performance reporting, analytics, and measurement within wealth management, asset management, family office, or financial services environments (First Rate, Addepar, Tamarac, Confluence, Black Diamond, etc.)
SKILLS
- Critical Thinking
- Customer and Client Focus
- Decision Making
- Problem Solving
- Risk Management
- Adaptability
- Attention to Detail
- Collaboration
- Issue Management
- Analytical Thinking
- Oral Communications
- Presentation Skills
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Strategy Business Operations Job Roles in Florida
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Search Strategy Business Operations Jobs in FloridaStrategy Business Operations Jobs in Florida: Frequently Asked Questions
Which companies in Florida sponsor visas for strategy and business operations roles?
Financial services firms and tech companies lead sponsorship in Florida for strategy and business operations positions. Citigroup and American Express maintain significant operations in Miami. Health systems like AdventHealth and BayCare sponsor operations professionals in the Tampa Bay area. Tech-adjacent employers such as Chewy, based in Dania Beach, also file H-1B visa petitions for business strategy roles with analytical or systems-oriented requirements.
Which visa types are most common for strategy business operations roles in Florida?
The H-1B is the most common visa for strategy and business operations professionals in Florida, particularly for roles requiring a degree in business, economics, finance, or industrial engineering. Candidates from Australia may qualify for the E-3 visa. Canadian and Mexican nationals can explore TN visa status if their role aligns with qualifying categories. L-1B intracompany transfers are also used when candidates move internally within multinational firms with Florida offices.
Which cities in Florida have the most strategy business operations sponsorship jobs?
Miami is the primary hub, driven by its concentration of financial institutions, private equity firms, and Latin American regional headquarters. Tampa is a strong second, with growing operations centers in healthcare, insurance, and financial services. Orlando has meaningful demand tied to hospitality operations, healthcare administration, and technology companies. Jacksonville also sees sponsorship activity from banking and logistics employers with large back-office and strategy functions.
How to find strategy business operations visa sponsorship jobs in Florida?
Migrate Mate is built specifically for international candidates seeking visa sponsorship jobs in the U.S., including strategy and business operations roles in Florida. You can filter directly by state and role type to surface employers who have a documented history of sponsoring work visas. This is more efficient than sorting through general job postings where sponsorship willingness is rarely disclosed upfront. Migrate Mate focuses exclusively on roles where sponsorship is part of the hiring conversation.
Are there any Florida-specific considerations for strategy business operations sponsorship candidates?
Florida has no state income tax, which affects prevailing wage comparisons since take-home pay differs from states like California or New York at the same gross salary. Many Florida employers in strategy roles are concentrated in regulated industries such as financial services and healthcare, where visa sponsorship decisions often involve legal and compliance teams in addition to HR. University pipelines from the University of Florida and University of Miami supply local talent, but international MBA and analytics graduates from these schools also actively pursue sponsorship in-state.
What is the prevailing wage for sponsored strategy business operations 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.