Finance Green Card Sponsorship Jobs in New York
New York is the center of U.S. finance, home to major banks, asset managers, and financial institutions that regularly sponsor Green Cards for qualified professionals. Firms along Midtown Manhattan's Park Avenue corridor and in Lower Manhattan's financial district are among the most active sponsors in roles spanning investment banking, quantitative analysis, risk management, and financial technology.
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726 Exchange Street, Buffalo New York
JOB BRIEF (PURPOSE)
The Regional Director (RD) of Planning & Investments – KPC (Key Private Client) is responsible for driving financial planning engagement within the mass affluent segment. This position will manage key priorities of the financial planning practice, including, advisor development, coaching, delivering superior client experience and executing on firm’s planning engagement initiatives. RDs will also serve as in-house, solutions consultants, helping educate advisors on aligning solutions to client’s goals. In addition, RD will represent assigned territory as subject matter expert on financial planning & solutions, partner with other parts of the Key Wealth Management including but not limited to Private Client Advisors, KPB Planning Leaders, the CIO office and practice management and field-based Key Wealth Market and Region Leaders. Additional responsibilities include maintaining appropriate risk controls, training on financial planning process and software across the wealth segment, and the support of advice-based sales process though assistance in identifying and delivering appropriate advice.
ESSENTIAL JOB FUNCTIONS
- Partner with KPC Regional Executive on planning engagement strategy in the region
- Support KPC Market Leaders across the region on financial planning process
- Attend internal regional/market meetings and events. Represent region as SME on financial planning with external clients
- Partner with Planning & Advice Center (Centralized Planning) on planning tools training and advisor development
- Participate in 1:1 coaching sessions with advisors
- Support select client engagements
- Work with KPC Practice Management team to execute on advisor training priorities
- Support broader planning and advice education across the Key Private Client segment
- Develop and/or coordinate appropriate training materials, web site materials and vendor programs for promoting the financial planning process
- Be the spokesperson at New Hire orientation, and other training events
- Implement initiatives that help advisors and others become users of the financial planning services
- Assess and report on usage trends and plan quality
MARGINAL OR PERIPHERAL FUNCTIONS
- Support and execute national sales and advice initiatives
- Participate in Key’s commitment to the community.
- Projects as assigned by the Leadership
- Travel as needed based on training schedules, conferences and leadership meetings. Approximately 50% travel
REQUIRED QUALIFICATIONS
- CFP or advanced planning designation required
- Series 65 or 7 required (or must be attained within the first 180 days of employment)
- A minimum of ten years of applicable Planning experience or equivalent.
- Undergraduate degree or equivalent experience.
- Sales experience
- Excellent interpersonal and communication skills
- Strong customer focus
- Ability to work as a team member
- Working knowledge of investment/securities
PREFERRED QUALIFICATIONS
- Understanding of Client Experience & Client Journeys
- Project management experience
- Management Experience
COMPETENCIES/SKILLS
- Leadership, management, and coaching
- Services/Sales: Client service, product knowledge, relationship management, sales closing, cross selling, needs identification
- Problem Solving/Decision Making: Analyzes issues, follows through, risk management
- Communications: Listens to others, speaks effectively, written communications
- Interpersonal: Answers questions, builds relationships, networking
- Presentation: ability to influence, act as change agent, writing skills
- Personal Effectiveness: Community involvement, detail orientation, develops oneself, drives for results, personal organization
EQUIPMENT USED
- Money Guide
- Salesforce, proprietary Discovery and Proposal Tools, Financial Planning Research Sites
TRAINING REQUIRED
- On the job and as required to maintain licenses and certifications
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $96,000.00 - $181,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 08/07/2026
KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
LI-Hybrid
Location:
726 Exchange Street, Buffalo New York
JOB BRIEF (PURPOSE)
The Regional Director (RD) of Planning & Investments – KPC (Key Private Client) is responsible for driving financial planning engagement within the mass affluent segment. This position will manage key priorities of the financial planning practice, including, advisor development, coaching, delivering superior client experience and executing on firm’s planning engagement initiatives. RDs will also serve as in-house, solutions consultants, helping educate advisors on aligning solutions to client’s goals. In addition, RD will represent assigned territory as subject matter expert on financial planning & solutions, partner with other parts of the Key Wealth Management including but not limited to Private Client Advisors, KPB Planning Leaders, the CIO office and practice management and field-based Key Wealth Market and Region Leaders. Additional responsibilities include maintaining appropriate risk controls, training on financial planning process and software across the wealth segment, and the support of advice-based sales process though assistance in identifying and delivering appropriate advice.
ESSENTIAL JOB FUNCTIONS
- Partner with KPC Regional Executive on planning engagement strategy in the region
- Support KPC Market Leaders across the region on financial planning process
- Attend internal regional/market meetings and events. Represent region as SME on financial planning with external clients
- Partner with Planning & Advice Center (Centralized Planning) on planning tools training and advisor development
- Participate in 1:1 coaching sessions with advisors
- Support select client engagements
- Work with KPC Practice Management team to execute on advisor training priorities
- Support broader planning and advice education across the Key Private Client segment
- Develop and/or coordinate appropriate training materials, web site materials and vendor programs for promoting the financial planning process
- Be the spokesperson at New Hire orientation, and other training events
- Implement initiatives that help advisors and others become users of the financial planning services
- Assess and report on usage trends and plan quality
MARGINAL OR PERIPHERAL FUNCTIONS
- Support and execute national sales and advice initiatives
- Participate in Key’s commitment to the community.
- Projects as assigned by the Leadership
- Travel as needed based on training schedules, conferences and leadership meetings. Approximately 50% travel
REQUIRED QUALIFICATIONS
- CFP or advanced planning designation required
- Series 65 or 7 required (or must be attained within the first 180 days of employment)
- A minimum of ten years of applicable Planning experience or equivalent.
- Undergraduate degree or equivalent experience.
- Sales experience
- Excellent interpersonal and communication skills
- Strong customer focus
- Ability to work as a team member
- Working knowledge of investment/securities
PREFERRED QUALIFICATIONS
- Understanding of Client Experience & Client Journeys
- Project management experience
- Management Experience
COMPETENCIES/SKILLS
- Leadership, management, and coaching
- Services/Sales: Client service, product knowledge, relationship management, sales closing, cross selling, needs identification
- Problem Solving/Decision Making: Analyzes issues, follows through, risk management
- Communications: Listens to others, speaks effectively, written communications
- Interpersonal: Answers questions, builds relationships, networking
- Presentation: ability to influence, act as change agent, writing skills
- Personal Effectiveness: Community involvement, detail orientation, develops oneself, drives for results, personal organization
EQUIPMENT USED
- Money Guide
- Salesforce, proprietary Discovery and Proposal Tools, Financial Planning Research Sites
TRAINING REQUIRED
- On the job and as required to maintain licenses and certifications
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $96,000.00 - $181,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 08/07/2026
KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
LI-Hybrid
Green Card Finance Job Roles in New York
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Search Finance Jobs in New YorkFinance Green Card Sponsorship Jobs in New York: Frequently Asked Questions
Which finance companies sponsor Green Card visas in New York?
Large financial institutions with consistent Green Card sponsorship histories in New York include JPMorgan Chase, Goldman Sachs, Citigroup, Morgan Stanley, BlackRock, and Bloomberg. Global consulting firms with finance practices, such as Deloitte and McKinsey, also sponsor regularly. Sponsorship activity is generally concentrated among firms with dedicated HR infrastructure and high-volume hiring for specialized quantitative, technology, and analytical roles.
Which cities in New York have the most finance Green Card sponsorship jobs?
New York City accounts for the overwhelming majority of finance Green Card sponsorship positions in the state, particularly in Midtown Manhattan, the Financial District, and Hudson Yards. A smaller number of roles exist in Buffalo and Albany, typically at regional bank offices or state-regulated financial institutions, but those volumes are significantly lower than what is concentrated in New York City.
What types of finance roles typically qualify for Green Card sponsorship?
Roles that most commonly attract Green Card sponsorship in New York finance include quantitative analysts, investment analysts, financial engineers, risk managers, compliance officers, and financial software developers. These positions typically require specialized graduate-level education and hard-to-fill technical skills. Generalist roles or positions with high local candidate supply are less frequently sponsored, as employers must demonstrate the need under PERM labor certification requirements.
How do I find finance Green Card sponsorship jobs in New York?
Migrate Mate is built specifically for international professionals seeking visa sponsorship, including Green Card sponsorship in finance. You can filter by New York, the finance industry, and Green Card sponsorship to surface relevant roles from employers with active sponsorship histories. This removes the guesswork of identifying which firms are open to sponsoring, which is one of the most time-consuming parts of a sponsored job search in a competitive market like New York.
Are there state-specific considerations for Green Card sponsorship in New York finance?
New York finance employers sponsoring Green Cards must comply with federal PERM labor certification rules, which require demonstrating that no qualified U.S. worker is available for the role. New York City's dense talent market can make this process more involved than in smaller markets. Additionally, many New York finance firms are subject to financial industry licensing requirements, so employers typically require candidates to meet both immigration and regulatory qualification standards before initiating sponsorship.
What is the prevailing wage for Green Card finance jobs in New York?
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.