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
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 impact 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!
ABOUT THE ROLE
Bank of America Merrill Alternative Investments is seeking an experienced sales professional to join the Alternative Investments Specialist organization supporting the Private Wealth channel. The role is primarily responsible for the sales, marketing and education of hedge funds, private equity offerings and real asset solutions to Merrill financial advisors. In addition, the candidate will lead a team of Private Wealth Specialists across multiple territories, as well as members of the Internal Sales Desk. The role also includes servicing existing clients and assisting with the prospecting of new ultra high-net-worth and institutional investors.
Responsibilities:
- Responsible for all hiring, development, evaluation and coaching activity for the Private Wealth Management (PWM) Alts Specialist team.
- Supervise and mentor the PWM Internal Sales Desk members and foster an environment of collaboration between internal and external Specialists.
- In addition to leading the PWM Alts Specialist team, the candidate will assume Alts Specialist responsibilities for the Northeast region. This will require the candidate to develop a business strategy that enables them to work independently in the territory alongside local PWM market leadership and financial advisors.
- Engaging with members of the broader Alternative Investments Sales Team, home office leadership, and select third-party product partners to cultivate future Alts growth.
- Developing a comprehensive and in-depth understanding of the Merrill PWM portfolio construction process with respect to alternative investments, including hedge funds, private equity, and real assets.
- Working with internal operations, marketing, product origination, risk, legal and compliance partners to enhance the overall client and advisor experience.
BASIC QUALIFICATIONS:
- 10+ years of financial services product and/or sales experience
- Travel throughout coverage area (2-3 days a week)
- Strong oral and written communication skills
- Knowledge of alternative investment products
- Self-motivated individual with a passion for alternative investments and a strong desire to lead
- Must hold Series 7, 63, 65 or 66 licenses or be able to obtain within 120 days of hire
PREFERRED QUALIFICATIONS:
Undergraduate degree in Finance, Marketing or Business Administration (CFA, CAIA or MBA a plus)
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 impact 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!
ABOUT THE ROLE
Bank of America Merrill Alternative Investments is seeking an experienced sales professional to join the Alternative Investments Specialist organization supporting the Private Wealth channel. The role is primarily responsible for the sales, marketing and education of hedge funds, private equity offerings and real asset solutions to Merrill financial advisors. In addition, the candidate will lead a team of Private Wealth Specialists across multiple territories, as well as members of the Internal Sales Desk. The role also includes servicing existing clients and assisting with the prospecting of new ultra high-net-worth and institutional investors.
Responsibilities:
- Responsible for all hiring, development, evaluation and coaching activity for the Private Wealth Management (PWM) Alts Specialist team.
- Supervise and mentor the PWM Internal Sales Desk members and foster an environment of collaboration between internal and external Specialists.
- In addition to leading the PWM Alts Specialist team, the candidate will assume Alts Specialist responsibilities for the Northeast region. This will require the candidate to develop a business strategy that enables them to work independently in the territory alongside local PWM market leadership and financial advisors.
- Engaging with members of the broader Alternative Investments Sales Team, home office leadership, and select third-party product partners to cultivate future Alts growth.
- Developing a comprehensive and in-depth understanding of the Merrill PWM portfolio construction process with respect to alternative investments, including hedge funds, private equity, and real assets.
- Working with internal operations, marketing, product origination, risk, legal and compliance partners to enhance the overall client and advisor experience.
BASIC QUALIFICATIONS:
- 10+ years of financial services product and/or sales experience
- Travel throughout coverage area (2-3 days a week)
- Strong oral and written communication skills
- Knowledge of alternative investment products
- Self-motivated individual with a passion for alternative investments and a strong desire to lead
- Must hold Series 7, 63, 65 or 66 licenses or be able to obtain within 120 days of hire
PREFERRED QUALIFICATIONS:
Undergraduate degree in Finance, Marketing or Business Administration (CFA, CAIA or MBA a plus)
SHIFT:
1st shift (United States of America)
HOURS PER WEEK:
40
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.