Investment Management Jobs in Massachusetts with TN Sponsorship
Massachusetts is one of the most active states for investment management TN sponsorship, anchored by Boston's concentration of major asset managers including Fidelity Investments, State Street, and Wellington Management. Canadian and Mexican professionals in finance-related roles will find strong demand across Boston, Cambridge, and Waltham, particularly in portfolio analysis, quantitative research, and financial advisory functions.
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Job Description Summary
For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and innovative thinking.
In our collegial environment that’s marked by low turnover and high energy, you’ll be inspired to grow and thrive. Here, you will be encouraged to build on your strengths and acquire new skills and experiences.
We are committed to fostering an environment of inclusion that promotes mutual respect among all employees. Understanding and valuing these differences optimizes the potential of both the individual and the firm.
HarbourVest is an equal opportunity employer.
This position will be a hybrid work arrangement. You will receive 18 remote workdays per quarter to use at your discretion, subject to manager approval. For example, you may choose to work in the office 4 days per week and take one remote day weekly (typically 13 weeks per quarter), leaving 5 additional remote days to be used as needed.
ROLE AND RESPONSIBILITIES
The Vice President, Enabling Platforms directs the platforms, processes, and production resources that aid sales enablement and client delivery for Wealth Marketing. This position oversees Seismic, Loopio, and related workflow tools. It guarantees that presentations, sales collateral, and RFP replies are accurate, scalable, easy to find, and appropriate.
The role balances strategy and execution: setting platform direction and governance while also coordinating high-quality production and fulfillment. The VP will partner closely across Wealth Marketing as well as with Corporate Marketing, Sales, Client Servicing, IT, and Data.
What you will do:
- Be responsible for the vision, roadmap, and day-to-day application of Seismic, Loopio, and related enablement platforms supporting the Global Private Wealth business.
- Define how enablement platforms are used across sales materials, presentations, RFPs, and client responses, ensuring consistency, accuracy, and ease of access.
- Partner with IT, Client Servicing, and Corporate Marketing to influence firm-level platform decisions, integrations, and upstream data processes.
- Drive standardization and automation of sales materials, including templates, modular content, and presentation assembly capabilities.
- Oversee production and maintenance of standard sales presentations and core collateral.
- Establish and maintain scalable RFP and DDQ processes, including libraries, governance, and coordination with product subject-matter experts.
- Continuously evaluate and improve platform performance, adoption, and efficiency, including selective use of vendors or automation where appropriate.
- Own intake, prioritization, and workflow processes for sales enablement requests, with transparency into demand, capacity, and delivery timelines.
- Collaborate across Wealth Marketing to align workflows, calendars, and delivery expectations.
- Lead and develop a team responsible for standard presentation and RFP library operations, setting clear standards for quality, responsiveness, and execution rigor.
BASIC QUALIFICATIONS
- Deep experience with sales enablement platforms (Seismic strongly preferred), RFP systems (Loopio or similar), and project management tools (Smartsheet, monday.com or similar)
- Proven track record of crafting scalable processes while still delivering high-quality execution
- Strong collaboration skills across marketing, sales, technology, and operations teams
- Experience working within large, matrixed organizations and shared platform environments
- Clear communicator with the ability to translate complex workflows into simple, usable processes
EDUCATION PREFERRED
Bachelor of Science (B.S) or equivalent experience
Experience
10+ Years Experience in marketing operations, sales enablement, or related marketing roles
SALARY RANGE
$160,000.00 - $240,000.00
This USD base salary range represents only one component of total compensation for this role and is provided in accordance with local requirements. This role is eligible for a discretionary annual bonus, which is determined based on individual and overall firm performance. In addition to salary and bonus, total compensation may include eligibility for long-term reward programs and a comprehensive total rewards package that may include retirement, health, insurance, paid time off, and wellness programs. Our total rewards offerings are influenced by several business factors, and eligibility for certain components will vary by position and geography. Please note the posted ranges do not apply outside the U.S. and should not be converted to other currencies as a proxy for compensation in other countries.

Job Description Summary
For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and innovative thinking.
In our collegial environment that’s marked by low turnover and high energy, you’ll be inspired to grow and thrive. Here, you will be encouraged to build on your strengths and acquire new skills and experiences.
We are committed to fostering an environment of inclusion that promotes mutual respect among all employees. Understanding and valuing these differences optimizes the potential of both the individual and the firm.
HarbourVest is an equal opportunity employer.
This position will be a hybrid work arrangement. You will receive 18 remote workdays per quarter to use at your discretion, subject to manager approval. For example, you may choose to work in the office 4 days per week and take one remote day weekly (typically 13 weeks per quarter), leaving 5 additional remote days to be used as needed.
ROLE AND RESPONSIBILITIES
The Vice President, Enabling Platforms directs the platforms, processes, and production resources that aid sales enablement and client delivery for Wealth Marketing. This position oversees Seismic, Loopio, and related workflow tools. It guarantees that presentations, sales collateral, and RFP replies are accurate, scalable, easy to find, and appropriate.
The role balances strategy and execution: setting platform direction and governance while also coordinating high-quality production and fulfillment. The VP will partner closely across Wealth Marketing as well as with Corporate Marketing, Sales, Client Servicing, IT, and Data.
What you will do:
- Be responsible for the vision, roadmap, and day-to-day application of Seismic, Loopio, and related enablement platforms supporting the Global Private Wealth business.
- Define how enablement platforms are used across sales materials, presentations, RFPs, and client responses, ensuring consistency, accuracy, and ease of access.
- Partner with IT, Client Servicing, and Corporate Marketing to influence firm-level platform decisions, integrations, and upstream data processes.
- Drive standardization and automation of sales materials, including templates, modular content, and presentation assembly capabilities.
- Oversee production and maintenance of standard sales presentations and core collateral.
- Establish and maintain scalable RFP and DDQ processes, including libraries, governance, and coordination with product subject-matter experts.
- Continuously evaluate and improve platform performance, adoption, and efficiency, including selective use of vendors or automation where appropriate.
- Own intake, prioritization, and workflow processes for sales enablement requests, with transparency into demand, capacity, and delivery timelines.
- Collaborate across Wealth Marketing to align workflows, calendars, and delivery expectations.
- Lead and develop a team responsible for standard presentation and RFP library operations, setting clear standards for quality, responsiveness, and execution rigor.
BASIC QUALIFICATIONS
- Deep experience with sales enablement platforms (Seismic strongly preferred), RFP systems (Loopio or similar), and project management tools (Smartsheet, monday.com or similar)
- Proven track record of crafting scalable processes while still delivering high-quality execution
- Strong collaboration skills across marketing, sales, technology, and operations teams
- Experience working within large, matrixed organizations and shared platform environments
- Clear communicator with the ability to translate complex workflows into simple, usable processes
EDUCATION PREFERRED
Bachelor of Science (B.S) or equivalent experience
Experience
10+ Years Experience in marketing operations, sales enablement, or related marketing roles
SALARY RANGE
$160,000.00 - $240,000.00
This USD base salary range represents only one component of total compensation for this role and is provided in accordance with local requirements. This role is eligible for a discretionary annual bonus, which is determined based on individual and overall firm performance. In addition to salary and bonus, total compensation may include eligibility for long-term reward programs and a comprehensive total rewards package that may include retirement, health, insurance, paid time off, and wellness programs. Our total rewards offerings are influenced by several business factors, and eligibility for certain components will vary by position and geography. Please note the posted ranges do not apply outside the U.S. and should not be converted to other currencies as a proxy for compensation in other countries.
Job Roles in Investment Management in Massachusetts
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Get Access To All JobsFrequently Asked Questions
Which investment management companies sponsor TN visas in Massachusetts?
Boston is home to some of the largest asset managers in the world, many of which have sponsored TN visas for Canadian and Mexican professionals. Fidelity Investments, State Street Global Advisors, Wellington Management, Eaton Vance, and Putnam Investments are among the firms with significant presences in the state. Smaller registered investment advisers and hedge funds in the Boston area also hire internationally for analytical and advisory roles.
Which cities in Massachusetts have the most investment management TN sponsorship jobs?
Boston is the clear center of investment management hiring in Massachusetts, with the Financial District and Back Bay hosting the headquarters or major offices of most large asset managers. Cambridge sees demand from firms connected to institutional and endowment management. Waltham and Burlington have smaller but active financial services clusters, particularly for back-office and quantitative roles supporting larger Boston-based operations.
What types of investment management roles typically qualify for TN sponsorship?
TN status covers specific professional categories, and investment management roles must fit within them. Financial analysts, economists, accountants, and management consultants are the most commonly used categories for asset management professionals. Roles focused on portfolio analysis, risk management, quantitative research, and financial planning typically align with these categories when the position requires a relevant bachelor's degree or higher. The job duties and degree match must both be documented clearly.
How do I find investment management TN sponsorship jobs in Massachusetts?
Migrate Mate is built specifically for this search. You can filter by TN visa sponsorship, the investment management industry, and Massachusetts to see roles where employers have indicated willingness to sponsor. This removes the guesswork of cold-applying to firms that may not work with TN candidates. Boston-area asset managers and financial advisory firms are well represented, making it one of the more productive states to search for TN-eligible investment management positions.
Are there any Massachusetts-specific considerations for TN sponsorship in investment management?
Massachusetts does not impose state-level visa requirements beyond federal standards, but the state's concentration of large institutional asset managers means some roles involve highly specialized functions where degree-to-role alignment is closely scrutinized at the TN border or consulate. Firms in Boston are generally familiar with TN sponsorship given the volume of international hiring, but the documentation requirements, particularly the support letter and proof of qualifying credentials, must be specific to the exact role offered.
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