Wealth Management Associate Visa Sponsorship Jobs in New York
New York is the center of U.S. wealth management, with major employers like JPMorgan Chase, Morgan Stanley, Goldman Sachs, and UBS headquartered or heavily staffed across Midtown Manhattan. International candidates pursuing wealth management associate roles in New York will find concentrated hiring activity in the Financial District and Midtown, with a smaller but active presence in White Plains and Melville.
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Get Access To All JobsINTRODUCTION
Multi-Asset Solutions, “MAS” is an investing group within the Asset Management Division at Goldman Sachs. MAS is responsible for managing customized multi-asset class portfolios and funds, including discretionary mandates for US and international public pension plans, sovereign wealth funds and insurance companies and providing outsourced CIO services. The team is comprised of professionals with deep and varied investment backgrounds who specialize in designing and implementing customized multi-asset class portfolios. The team applies rigorous techniques to strategic and tactical asset allocation, asset-liability analysis, portfolio design and implementation, risk management, and portfolio reporting and analytics. The team has been managing customized multi-asset class mandates since 1995 as a committed partner to corporate pensions, sovereign wealth funds, healthcare organizations, endowments, foundations, and government institutions.
ROLE:
As a member of the Multi-Asset Solutions Portfolio Management team, this role sits at the intersection of data, AI, and PM Infrastructure—driving the MAS data strategy while partnering directly with the Head of PM Infrastructure & AI Strategy to deliver core platform builds. Working day-to-day with Portfolio Managers, Traders, and Risk, you’ll profile and map positions, risk, performance, and reference data to close gaps, improve reliability, and prototype scalable AI-enabled automation that improves investment workflows and client outcomes.
The ideal candidate is genuinely energized by the transformative potential of AI and emerging technology—driven to self-experiment, prototype, and push the boundaries of what’s possible with data and intelligent automation. This is a high-impact role at the intersection of data, technology, and investment management that will shape how MAS sources, governs, and leverages data across every portfolio, workflow, and AI initiative—directly enhancing investment outcomes, strengthening portfolio performance, and elevating client experience.
CORE RESPONSIBILITIES:
- Build deep domain fluency across MAS portfolio management, trading, risk, and PM Infrastructure to translate investment workflows into clear data and technology requirements.
- Own MAS data strategy and governance across structured and unstructured data (standards, definitions, lineage, controls, stewardship) to improve reliability, reuse, and auditability.
- Lead end-to-end data discovery and mapping across business functions—positions, risk, performance, and reference data—producing a prioritized roadmap to close data gaps across public and private markets.
- Define build-ready requirements and acceptance criteria for PM Infrastructure & AI initiatives, including data quality thresholds, validation rules, and rollout readiness checks.
- Design and execute rigorous testing and output validation for PM Infrastructure & AI builds (reconciliations, edge cases, regression testing) to ensure results meet business expectations and performance benchmarks.
- Identify and scale high-impact opportunities for data and intelligent automation in PM workflows, partnering daily with PMs, Traders, Risk, and Engineering from prototype through production.
- Create executive-ready reporting for the Head of PM Infrastructure & AI Strategy—recurring status updates and dashboards that translate technical progress into decisions, risks, and next steps for senior leadership.
BASIC REQUIREMENTS:
- Bachelor's degree required in a quantitative, technical, or finance-related field (e.g., Computer Science, Data Science, Statistics, Economics, Engineering, or Mathematics).
- 2–4 years of relevant experience in investment management, data science, business intelligence, project management, or a data-focused role within financial services or asset management.
- Excellent project management skills.
- Solid understanding of data concepts including data modeling, data quality frameworks.
- Experience with Python similar scripting languages for data manipulation and analysis is a plus.
- Advanced knowledge of AI/ML concepts, including how data quality and structure impact model performance.
- Strong written and verbal communication skills, with the ability to document technical processes clearly and present findings to both technical and non-technical audiences.
- Highly organized and detail-oriented, with the ability to manage multiple concurrent tasks, meet deadlines, and operate effectively in a fast-paced, collaborative environment.
- Proactive and self-motivated, comfortable taking direction while also identifying issues and opportunities independently.
- Advanced degree, CFA progress, or relevant data certifications a plus.
SALARY RANGE
The expected base salary for this New York, New York, United States-based position is $100,000-$160,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
BENEFITS
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.
WE OFFER BEST-IN-CLASS BENEFITS
Healthcare & Medical Insurance
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.
Holiday & Vacation Policies
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
Financial Wellness & Retirement
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.
Health Services
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.
Fitness
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).
Child Care & Family Care
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Benefits at Goldman Sachs
Read more about the full suite of class-leading benefits our firm has to offer.
OPPORTUNITY OVERVIEW
CORPORATE TITLE
Associate
OFFICE LOCATION(S)
New York
JOB FUNCTION
Trading
DIVISION
Asset & Wealth Management
SALARY RANGE
USD 100,000 - 160,000
INTRODUCTION
Multi-Asset Solutions, “MAS” is an investing group within the Asset Management Division at Goldman Sachs. MAS is responsible for managing customized multi-asset class portfolios and funds, including discretionary mandates for US and international public pension plans, sovereign wealth funds and insurance companies and providing outsourced CIO services. The team is comprised of professionals with deep and varied investment backgrounds who specialize in designing and implementing customized multi-asset class portfolios. The team applies rigorous techniques to strategic and tactical asset allocation, asset-liability analysis, portfolio design and implementation, risk management, and portfolio reporting and analytics. The team has been managing customized multi-asset class mandates since 1995 as a committed partner to corporate pensions, sovereign wealth funds, healthcare organizations, endowments, foundations, and government institutions.
ROLE:
As a member of the Multi-Asset Solutions Portfolio Management team, this role sits at the intersection of data, AI, and PM Infrastructure—driving the MAS data strategy while partnering directly with the Head of PM Infrastructure & AI Strategy to deliver core platform builds. Working day-to-day with Portfolio Managers, Traders, and Risk, you’ll profile and map positions, risk, performance, and reference data to close gaps, improve reliability, and prototype scalable AI-enabled automation that improves investment workflows and client outcomes.
The ideal candidate is genuinely energized by the transformative potential of AI and emerging technology—driven to self-experiment, prototype, and push the boundaries of what’s possible with data and intelligent automation. This is a high-impact role at the intersection of data, technology, and investment management that will shape how MAS sources, governs, and leverages data across every portfolio, workflow, and AI initiative—directly enhancing investment outcomes, strengthening portfolio performance, and elevating client experience.
CORE RESPONSIBILITIES:
- Build deep domain fluency across MAS portfolio management, trading, risk, and PM Infrastructure to translate investment workflows into clear data and technology requirements.
- Own MAS data strategy and governance across structured and unstructured data (standards, definitions, lineage, controls, stewardship) to improve reliability, reuse, and auditability.
- Lead end-to-end data discovery and mapping across business functions—positions, risk, performance, and reference data—producing a prioritized roadmap to close data gaps across public and private markets.
- Define build-ready requirements and acceptance criteria for PM Infrastructure & AI initiatives, including data quality thresholds, validation rules, and rollout readiness checks.
- Design and execute rigorous testing and output validation for PM Infrastructure & AI builds (reconciliations, edge cases, regression testing) to ensure results meet business expectations and performance benchmarks.
- Identify and scale high-impact opportunities for data and intelligent automation in PM workflows, partnering daily with PMs, Traders, Risk, and Engineering from prototype through production.
- Create executive-ready reporting for the Head of PM Infrastructure & AI Strategy—recurring status updates and dashboards that translate technical progress into decisions, risks, and next steps for senior leadership.
BASIC REQUIREMENTS:
- Bachelor's degree required in a quantitative, technical, or finance-related field (e.g., Computer Science, Data Science, Statistics, Economics, Engineering, or Mathematics).
- 2–4 years of relevant experience in investment management, data science, business intelligence, project management, or a data-focused role within financial services or asset management.
- Excellent project management skills.
- Solid understanding of data concepts including data modeling, data quality frameworks.
- Experience with Python similar scripting languages for data manipulation and analysis is a plus.
- Advanced knowledge of AI/ML concepts, including how data quality and structure impact model performance.
- Strong written and verbal communication skills, with the ability to document technical processes clearly and present findings to both technical and non-technical audiences.
- Highly organized and detail-oriented, with the ability to manage multiple concurrent tasks, meet deadlines, and operate effectively in a fast-paced, collaborative environment.
- Proactive and self-motivated, comfortable taking direction while also identifying issues and opportunities independently.
- Advanced degree, CFA progress, or relevant data certifications a plus.
SALARY RANGE
The expected base salary for this New York, New York, United States-based position is $100,000-$160,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
BENEFITS
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.
WE OFFER BEST-IN-CLASS BENEFITS
Healthcare & Medical Insurance
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.
Holiday & Vacation Policies
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
Financial Wellness & Retirement
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.
Health Services
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.
Fitness
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).
Child Care & Family Care
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Benefits at Goldman Sachs
Read more about the full suite of class-leading benefits our firm has to offer.
OPPORTUNITY OVERVIEW
CORPORATE TITLE
Associate
OFFICE LOCATION(S)
New York
JOB FUNCTION
Trading
DIVISION
Asset & Wealth Management
SALARY RANGE
USD 100,000 - 160,000
Wealth Management Associate Job Roles in New York
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Search Wealth Management Associate Jobs in New YorkWealth Management Associate Jobs in New York: Frequently Asked Questions
Which companies sponsor visas for wealth management associates in New York?
JPMorgan Chase, Morgan Stanley, Goldman Sachs, UBS, Merrill Lynch, and Citigroup are among the New York employers with documented histories of sponsoring work visas for wealth management associates. Smaller registered investment advisors and boutique firms do sponsor occasionally, but the most consistent sponsorship activity comes from large financial institutions with established immigration infrastructure and dedicated HR legal teams.
Which visa types are most common for wealth management associate roles in New York?
The H-1B visa is the most common visa for wealth management associates in New York, as the role typically qualifies as a specialty occupation requiring a bachelor's degree in finance, economics, or a related field. Candidates from Australia may also pursue the E-3 visa, which has no lottery. Those with Canadian or Mexican citizenship may qualify under the TN visa category under the USMCA trade agreement.
How to find wealth management associate visa sponsorship jobs in New York?
Migrate Mate filters wealth management associate roles specifically by visa sponsorship willingness, saving you from manually screening hundreds of listings. Because New York employers vary widely in their sponsorship policies, using Migrate Mate to browse roles already identified as open to international candidates is the most direct approach. You can filter by location to focus on Manhattan, White Plains, or other New York markets.
Which cities in New York have the most wealth management associate sponsorship jobs?
Midtown Manhattan and the Financial District in New York City account for the large majority of wealth management associate positions in the state, given the concentration of global financial institutions and private banks there. White Plains serves as a secondary market, particularly for regional wealth management firms. Buffalo and Albany have smaller but present financial services sectors with occasional sponsoring employers.
Are there any New York-specific considerations for international wealth management associate candidates?
New York State has its own securities licensing requirements through FINRA, meaning international candidates will need to pass exams like the Series 7 and Series 66 regardless of visa status. Many New York employers also recruit wealth management associates from programs at Columbia, NYU Stern, and Fordham, so building connections through those university networks can improve access to sponsoring firms even before graduation.
What is the prevailing wage for sponsored wealth management associate 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.