Investment Management TN Sponsorship Jobs in Florida
Florida's investment management sector spans Miami's international finance hub, Tampa's growing wealth management corridor, and Orlando's expanding financial services market. Canadian and Mexican professionals pursuing TN visa sponsorship will find active employers including Raymond James, Voya Financial, and Fidelity, alongside numerous registered investment advisers and private equity firms across the state.
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Discover your future at Citi
Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.
Job Overview
The Lead Counsel is an intermediate level position responsible for providing legal guidance and thought leadership to the business. The overall objective of this role is to provide legal support, advice, and guidance to the business.
This role requires a pragmatic, proactive attorney with thorough understanding of the business, combined with a solid conceptual / practical grounding in the laws and regulations for the geographies in which we operate. Provides input into strategic decisions, exercising sound legal judgement to develop proactive, risk-appropriate, and commercially practical business-oriented solutions.
Responsibilities:
- Responsible for providing legal counsel to the Business, participating in strategic initiatives, providing subject matter expertise and interpretations of relevant laws, rules, regulations, and industry practices, and advising business management on legal matters impacting the business
- Partners with legal peers to objectively evaluate business proposals by analyzing documentation while applying institutional knowledge and risk appetite against industry standards, widely accepted business practices, laws, rules, and regulatory guidelines, escalating as appropriate
- Collaborates across internal lines of business, control/support functions and/or external counsel to achieve coordinated and efficient outcomes on matters of common interest; coordinate closely with the Legal team on a regional and global basis
- Participates in business planning and development initiatives; contributes to business objectives by providing thought leadership using knowledge of industry, laws, and regulations
- Assists team in identifying, evaluating and contributing to the management of legal, regulatory, and reputational risk by collaborating with ICRM & Risk, following relevant legal developments, participating in internal projects, escalating as appropriate
- Manages day-to-day legal activities as a subject matter expert in area of responsibility and provide advisory services to business partners
- Monitors management of complex legal issues and transactions, escalating when necessary
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards
Qualifications:
- 5-8 years of relevant industry experience, preferably in financial services
- Preferred experience in International Swaps and Derivatives Association (ISDA) Master Agreements
- Experience with contracts, drafting, and negotiations
- Banking or financial industry experience, including laws related to banking regulations
- Knowledge of international laws, regulations and practices while staying abreast of regulatory and legal environment, internal policies and industry trends that impact the business
- Experience with complex deals, demonstrated ability to analyze issues and develop legal solutions
- Effective communication and negotiation skills and ability to build and maintain trusted relationships
- Excellent interpersonal, organizational and relationship management skills
- Proven ability to apply sound judgement while managing assignments in a demanding, fast-paced environment
- Bar license in good standing to practice law
Education:
- Juris Doctorate or equivalent law degree
Job Family Group:
Legal
Job Family:
Legal - Product
Time Type:
Full time
Primary Location:
Tampa Florida United States
Primary Location Full Time Salary Range:
$109,440.00 - $164,160.00
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date:
Jul 28, 2026
Automated Processing and AI
We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.
Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.
Illinois residents – AI Notice and Right
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
TN Investment Management Job Roles in Florida
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Search Investment Management Jobs in FloridaInvestment Management TN Sponsorship Jobs in Florida: Frequently Asked Questions
Which investment management companies sponsor TN visas in Florida?
Several established firms in Florida have a track record of hiring TN visa holders for qualifying roles. Raymond James, headquartered in St. Petersburg, is one of the largest employers in the state's investment management sector. Voya Financial, Fidelity Investments, and various registered investment advisers and private equity firms in Miami and Tampa also regularly hire professionals in roles that align with TN visa categories.
Which cities in Florida have the most investment management TN sponsorship jobs?
Miami is Florida's primary hub for investment management, particularly for international asset managers and wealth management firms serving Latin American clients. St. Petersburg and Tampa host major firms including Raymond James and several insurance-linked asset managers. Orlando has a smaller but growing financial services presence. Jacksonville also has notable activity given its concentration of banking and asset management back-office operations.
What types of investment management roles typically qualify for TN sponsorship?
TN visa eligibility in investment management generally applies to roles that fall under the Accountant or Financial Analyst categories in the TN occupation list. Qualifying positions commonly include portfolio analyst, financial analyst, investment research analyst, and certain accounting roles tied to fund operations. Roles that are primarily sales-focused or do not require a directly related bachelor's degree typically do not qualify. An immigration attorney can assess whether a specific job description meets TN standards.
How do I find investment management TN sponsorship jobs in Florida?
Migrate Mate is the most focused resource for this search, as it filters specifically for TN-eligible roles and employer sponsorship patterns. Searching within Migrate Mate for investment management positions in Florida surfaces employers who have historically supported TN visa hires, saving significant time compared to manually screening general job listings. Filtering by city within Florida also helps narrow results to Miami, Tampa, or St. Petersburg depending on your target market.
Are there any Florida-specific considerations for TN sponsorship in investment management?
Florida has no state income tax, which affects compensation structuring conversations but does not change TN visa eligibility. Miami's prominence as a gateway for Latin American capital means some firms look specifically for bilingual professionals with regional expertise, which can be advantageous for Canadian candidates with relevant backgrounds. Florida also has a large concentration of registered investment advisers regulated at the state level, and some smaller RIA firms may be less familiar with TN sponsorship processes than larger institutional employers.