Wealth Manager Visa Sponsorship Jobs in New York
Wealth manager visa sponsorship jobs in New York put you at the center of global finance, with major employers including JPMorgan Chase, Morgan Stanley, Goldman Sachs, UBS, and Citigroup headquartered or heavily staffed across Manhattan and Westchester. New York's concentration of high-net-worth clients and institutional capital makes it the most active state for sponsored wealth management roles.
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Get Access To All JobsLocation: New York, Boston, Charlotte, Chicago, Philadelphia, Washington
Salary: Competitive
Job description
Requisition ID: 1752353
At EY, we’re all in to shape your future with confidence.
We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
The Opportunity
You will leverage your expertise in wealth management platforms, product management, and business analysis to lead complex platform transformation initiatives supporting U.S. Wealth Management organizations. Working closely with business stakeholders, technology teams, and third-party platform providers, you will help design, implement, and optimize next-generation wealth management solutions that enhance advisor experiences, improve operational efficiency, and support evolving regulatory requirements.
Collaborating across cross-functional teams, you will drive capability definition, feature prioritization, platform localization, and Agile delivery while ensuring seamless integration across wealth management ecosystems. Your experience in wealth platform transformation, combined with strong product management and delivery leadership skills, will enable you to successfully execute high-impact initiatives spanning advisor platforms, client onboarding, trading and custody operations, regulatory reporting, performance reporting, and digital wealth capabilities.
As a product and delivery leader, you will partner with senior stakeholders across business, operations, technology, and client organizations to develop strategic roadmaps, manage implementation programs, and drive successful platform adoption. This role offers the opportunity to shape the future-state wealth platform landscape while leading large-scale transformation initiatives within a dynamic and rapidly evolving Wealth & Asset Management practice.
Key Responsibilities
- Lead product management and business analysis workstreams supporting Wealth Platform Management U.S. localization initiatives using Agile delivery methodologies.
- Drive capability definition, feature prioritization, and product roadmap development aligned to business and client objectives.
- Lead requirements management, backlog governance, sprint planning, execution, and Agile delivery across multiple workstreams.
- Manage stakeholder relationships across business, technology, operations, and client teams.
- Lead release planning, program governance, and overall delivery execution to ensure successful implementation outcomes.
Preferred Experience
- Experience with Charles River Everywhere (CRE) and Charles River Anywhere (CRA) preferred.
- Experience with the FNZ Wealth Platform, including implementation, enhancement, or product management activities.
- Strong Wealth Management, Trust, and Wealth Platform domain expertise.
- Demonstrated experience in Agile delivery, product management, and business analysis within financial services environments.
- Experience defining capabilities, features, business requirements, user stories, and acceptance criteria.
- Proven ability to collaborate with third-party technology vendors, platform providers, and implementation partners.
- Knowledge of U.S. Wealth Management processes and capabilities, including:
- Trading and Custody
- Performance Reporting
- Regulatory Reporting
- Client Onboarding and Servicing
- Wealth Advisory Operations
- Trust and Fiduciary Services
- Strong stakeholder management, workshop facilitation, and cross-functional leadership skills.
To Qualify for the Role, You Must Have
- 5+ years of experience in Wealth Management, Private Banking, Trust, Advisory Services, Broker-Dealer Operations, or Financial Services Technology Consulting.
- Experience leading Wealth platform transformation, localization, or modernization initiatives.
- Strong Agile delivery experience including backlog management, sprint execution, release planning, and requirements governance.
- Experience working with Wealth Management platforms such as FNZ, Charles River, Envestnet, Orion, Addepar, Tamarac, Pershing, Fidelity Wealthscape, or similar solutions.
- Proven ability to translate business objectives into capabilities, features, user stories, and delivery outcomes.
- Strong communication, client-facing, presentation, and stakeholder management skills.
- Experience managing teams and leading complex technology-enabled transformation programs.
What we offer you
At EY, we harness our collective strength to empower you to shape your future with confidence through professional growth, personal fulfillment and an inclusive culture. Learn more at ey.com/us/careers.
- We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job is:
- New York City, Boston, and Washington DC Metro Areas, Washington State, and Southern California offices – $171,200 to $285,300
- Bay Area California offices – $178,400 to $297,200
- All other offices locations in the US, including Sacramento – $142,600 to $261,500
- Individual salaries within these ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
- Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
Are you ready to shape your future with confidence? Apply today.
- To make the most of your application experience, please limit yourself to two applications within a six-month period.
- EY accepts applications for this position on an ongoing basis.
- For those living in California, please click here for additional information.
- At EY, our values set the foundation for how we work and the behaviors we expect of our people. Any misrepresentation or falsification of information or lack of integrity at any point in the recruiting process may result in withdrawal of your candidacy, revocation of an offer or immediate termination of employment.
EY | Building a better working world
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
All in to shape the future with confidence.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com.
Location: New York, Boston, Charlotte, Chicago, Philadelphia, Washington
Salary: Competitive
Job description
Requisition ID: 1752353
At EY, we’re all in to shape your future with confidence.
We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
The Opportunity
You will leverage your expertise in wealth management platforms, product management, and business analysis to lead complex platform transformation initiatives supporting U.S. Wealth Management organizations. Working closely with business stakeholders, technology teams, and third-party platform providers, you will help design, implement, and optimize next-generation wealth management solutions that enhance advisor experiences, improve operational efficiency, and support evolving regulatory requirements.
Collaborating across cross-functional teams, you will drive capability definition, feature prioritization, platform localization, and Agile delivery while ensuring seamless integration across wealth management ecosystems. Your experience in wealth platform transformation, combined with strong product management and delivery leadership skills, will enable you to successfully execute high-impact initiatives spanning advisor platforms, client onboarding, trading and custody operations, regulatory reporting, performance reporting, and digital wealth capabilities.
As a product and delivery leader, you will partner with senior stakeholders across business, operations, technology, and client organizations to develop strategic roadmaps, manage implementation programs, and drive successful platform adoption. This role offers the opportunity to shape the future-state wealth platform landscape while leading large-scale transformation initiatives within a dynamic and rapidly evolving Wealth & Asset Management practice.
Key Responsibilities
- Lead product management and business analysis workstreams supporting Wealth Platform Management U.S. localization initiatives using Agile delivery methodologies.
- Drive capability definition, feature prioritization, and product roadmap development aligned to business and client objectives.
- Lead requirements management, backlog governance, sprint planning, execution, and Agile delivery across multiple workstreams.
- Manage stakeholder relationships across business, technology, operations, and client teams.
- Lead release planning, program governance, and overall delivery execution to ensure successful implementation outcomes.
Preferred Experience
- Experience with Charles River Everywhere (CRE) and Charles River Anywhere (CRA) preferred.
- Experience with the FNZ Wealth Platform, including implementation, enhancement, or product management activities.
- Strong Wealth Management, Trust, and Wealth Platform domain expertise.
- Demonstrated experience in Agile delivery, product management, and business analysis within financial services environments.
- Experience defining capabilities, features, business requirements, user stories, and acceptance criteria.
- Proven ability to collaborate with third-party technology vendors, platform providers, and implementation partners.
- Knowledge of U.S. Wealth Management processes and capabilities, including:
- Trading and Custody
- Performance Reporting
- Regulatory Reporting
- Client Onboarding and Servicing
- Wealth Advisory Operations
- Trust and Fiduciary Services
- Strong stakeholder management, workshop facilitation, and cross-functional leadership skills.
To Qualify for the Role, You Must Have
- 5+ years of experience in Wealth Management, Private Banking, Trust, Advisory Services, Broker-Dealer Operations, or Financial Services Technology Consulting.
- Experience leading Wealth platform transformation, localization, or modernization initiatives.
- Strong Agile delivery experience including backlog management, sprint execution, release planning, and requirements governance.
- Experience working with Wealth Management platforms such as FNZ, Charles River, Envestnet, Orion, Addepar, Tamarac, Pershing, Fidelity Wealthscape, or similar solutions.
- Proven ability to translate business objectives into capabilities, features, user stories, and delivery outcomes.
- Strong communication, client-facing, presentation, and stakeholder management skills.
- Experience managing teams and leading complex technology-enabled transformation programs.
What we offer you
At EY, we harness our collective strength to empower you to shape your future with confidence through professional growth, personal fulfillment and an inclusive culture. Learn more at ey.com/us/careers.
- We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job is:
- New York City, Boston, and Washington DC Metro Areas, Washington State, and Southern California offices – $171,200 to $285,300
- Bay Area California offices – $178,400 to $297,200
- All other offices locations in the US, including Sacramento – $142,600 to $261,500
- Individual salaries within these ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
- Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
Are you ready to shape your future with confidence? Apply today.
- To make the most of your application experience, please limit yourself to two applications within a six-month period.
- EY accepts applications for this position on an ongoing basis.
- For those living in California, please click here for additional information.
- At EY, our values set the foundation for how we work and the behaviors we expect of our people. Any misrepresentation or falsification of information or lack of integrity at any point in the recruiting process may result in withdrawal of your candidacy, revocation of an offer or immediate termination of employment.
EY | Building a better working world
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
All in to shape the future with confidence.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com.
Wealth Manager Job Roles in New York
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Search Wealth Manager Jobs in New YorkWealth Manager Jobs in New York: Frequently Asked Questions
Which companies sponsor visas for wealth managers in New York?
Major financial institutions with significant New York presences are the most active sponsors for wealth manager roles. These include bulge-bracket banks like JPMorgan Chase, Morgan Stanley, Goldman Sachs, Citigroup, and UBS, as well as large asset managers such as BlackRock and Vanguard's New York offices. Regional private banks and family offices in Manhattan also sponsor qualified international candidates, though less frequently than the large institutions.
What visa types realistically fit wealth manager roles in New York?
Wealth manager roles qualify as specialty occupations requiring a directly related bachelor's degree in finance, economics, or a related field, making the H-1B visa the primary pathway. Australian nationals can pursue the E-3 visa, and Chilean and Singaporean nationals have access to the H-1B1 visa. For candidates already in the U.S. on F-1 status, OPT provides temporary work authorization while pursuing longer-term sponsorship. Employer-sponsored EB-2 or EB-3 green cards are also a realistic long-term option at larger firms.
Which cities in New York have the most wealth manager sponsorship jobs?
Manhattan is by far the dominant market, home to the headquarters of most major banks and wealth management firms. White Plains and Westchester County host regional offices of several large institutions and attract candidates who prefer suburban settings. Buffalo and Albany have smaller but active wealth management communities tied to regional banks and credit unions. For international candidates, Manhattan offers the greatest concentration of employers with established visa sponsorship programs.
How to find wealth manager visa sponsorship jobs in New York?
Migrate Mate lists wealth manager roles at New York employers with verified visa sponsorship history, so you can focus your search on firms that have sponsored candidates in this role category before. Filtering by New York on Migrate Mate surfaces positions across Manhattan, Westchester, and other active markets. This is especially useful for H-1B, E-3, and H-1B1 visa candidates who need to confirm an employer's sponsorship track record before investing time in an application.
Are there any New York-specific factors that affect visa sponsorship for wealth managers?
New York's financial services industry is heavily regulated at both the state and federal levels, and many wealth manager roles require FINRA licenses such as the Series 65 or Series 7. Employers sponsoring international candidates often prefer applicants who already hold or are eligible to obtain these licenses. New York's large graduate finance programs at Columbia, NYU Stern, and Cornell also create strong pipelines, with many firms building sponsorship processes around OPT-to-H-1B transitions for recent graduates.
What is the prevailing wage for sponsored wealth manager 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.