Investment Management F-1 STEM OPT Sponsorship Jobs in North Carolina
North Carolina's investment management sector, anchored in Charlotte's financial hub and Research Triangle firms, includes employers such as Wells Fargo Asset Management, Captrust, and Dimensional Fund Advisors that have supported F-1 STEM OPT sponsorship for quantitative and analytical roles. Opportunities are strongest in data-driven positions where STEM-designated degrees align directly with employer needs.
See All Investment Management JobsOverview
Showing 5 of 48+ Investment Management F-1 STEM OPT Sponsorship Jobs in North Carolina
Have you applied for this role?
Have you applied for this role?
Have you applied for this role?
Have you applied for this role?
Have you applied for this role?
See all 48+ Investment Management F-1 STEM OPT Sponsorship Jobs in North Carolina
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Investment Management F-1 STEM OPT Sponsorship Jobs in North Carolina.
Get Access To All JobsDescription
Envestnet is seeking a Technical Consultant – Tamarac Trading to join our Product department. This is a hybrid role, with in-office work required at either our Raleigh, NC or Berwyn, PA office location.
Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions – backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation’s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet’s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients.
Envestnet’s Strategy:
- Deliver the industry-leading wealth management platform, powered by advanced data and insights
- Leverage our scale and efficiencies to serve our clients’ needs comprehensively
- Enable financial advisors to deliver more holistic advice – reflecting a more complete view of their clients’ financial lives, and in a more connected environment
Job Summary:
The Technical Consultant is responsible for the training and onboarding of firms onto the Tamarac Trading platform, as well as consulting for existing clients in various capacities. A successful applicant will have demonstrated an exceptional level of technical proficiency, determination, curiosity and a commitment to learning. Our team of high performing individuals collaborate with each other and across departments. Technical Consultants are expected to serve as a subject matter expert and train others as needed.
Job Responsibilities:
- Partner with team members, Project Management, and Account Management to ensure successful completion of projects.
- Proactively manage project scope, identify potential challenges, and devise solutions to keep projects on task and within scope.
- Active role in educating new and current team members.
- Work with Education Team to devise training for release cycles.
- Establish client specific workflows to assist firm in efficiently onboarding Tamarac Trading.
- Collaborate with team members to meet or exceed client expectations.
- Work across operations and product support teams to create and maintain consistent best practices, messaging about products and process.
- Submit articles for knowledge base and ideas for process/product improvements.
- Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested.
- As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk.
Required Qualifications:
- Bachelor’s degree required in Finance, Economics, Information Systems, Computer Science, Business Analytics or a closely related field
- 4+ years of experience in a financial services atmosphere, preferably in the registered investment advisory space
- Working knowledge of Microsoft Office products required
- Comfortable working with data validation, systems configurations and step-by-step workflows
- Ability to follow structured processes while identifying inconsistencies or issues
- Strong attention to detail and documentation skills
- Some travel may be required, up to 30%
Preferred Qualifications:
- Proficiency in Tamarac Trading preferred
- Experience trading via FIX preferred
- Ability to learn and navigate complex software platforms
- Introductory exposure to trading platforms or order management systems, SQL, APIs, or system integrations
Envestnet:
- Be a member of an innovative and industry leading financial technology and solutions company
- Competitive Compensation/Total Reward Packages that include:
- Health Benefits (Health/Dental/Vision)
- Paid Time Off (PTO) & Volunteer Time Off (VTO)
- 401K – Company Match
- Annual Bonus Incentives
- Parental Stipend
- Tuition Reimbursement
- Student Debt Program
- Charitable Match
- Wellness Program
Envestnet is an Equal Opportunity Employer.
Internal Details:
- Hiring Manager: Reed Roy-Byrne
- Recruiter: Lauren Mazza
- Level: 62
Description
Envestnet is seeking a Technical Consultant – Tamarac Trading to join our Product department. This is a hybrid role, with in-office work required at either our Raleigh, NC or Berwyn, PA office location.
Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions – backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation’s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet’s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients.
Envestnet’s Strategy:
- Deliver the industry-leading wealth management platform, powered by advanced data and insights
- Leverage our scale and efficiencies to serve our clients’ needs comprehensively
- Enable financial advisors to deliver more holistic advice – reflecting a more complete view of their clients’ financial lives, and in a more connected environment
Job Summary:
The Technical Consultant is responsible for the training and onboarding of firms onto the Tamarac Trading platform, as well as consulting for existing clients in various capacities. A successful applicant will have demonstrated an exceptional level of technical proficiency, determination, curiosity and a commitment to learning. Our team of high performing individuals collaborate with each other and across departments. Technical Consultants are expected to serve as a subject matter expert and train others as needed.
Job Responsibilities:
- Partner with team members, Project Management, and Account Management to ensure successful completion of projects.
- Proactively manage project scope, identify potential challenges, and devise solutions to keep projects on task and within scope.
- Active role in educating new and current team members.
- Work with Education Team to devise training for release cycles.
- Establish client specific workflows to assist firm in efficiently onboarding Tamarac Trading.
- Collaborate with team members to meet or exceed client expectations.
- Work across operations and product support teams to create and maintain consistent best practices, messaging about products and process.
- Submit articles for knowledge base and ideas for process/product improvements.
- Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested.
- As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk.
Required Qualifications:
- Bachelor’s degree required in Finance, Economics, Information Systems, Computer Science, Business Analytics or a closely related field
- 4+ years of experience in a financial services atmosphere, preferably in the registered investment advisory space
- Working knowledge of Microsoft Office products required
- Comfortable working with data validation, systems configurations and step-by-step workflows
- Ability to follow structured processes while identifying inconsistencies or issues
- Strong attention to detail and documentation skills
- Some travel may be required, up to 30%
Preferred Qualifications:
- Proficiency in Tamarac Trading preferred
- Experience trading via FIX preferred
- Ability to learn and navigate complex software platforms
- Introductory exposure to trading platforms or order management systems, SQL, APIs, or system integrations
Envestnet:
- Be a member of an innovative and industry leading financial technology and solutions company
- Competitive Compensation/Total Reward Packages that include:
- Health Benefits (Health/Dental/Vision)
- Paid Time Off (PTO) & Volunteer Time Off (VTO)
- 401K – Company Match
- Annual Bonus Incentives
- Parental Stipend
- Tuition Reimbursement
- Student Debt Program
- Charitable Match
- Wellness Program
Envestnet is an Equal Opportunity Employer.
Internal Details:
- Hiring Manager: Reed Roy-Byrne
- Recruiter: Lauren Mazza
- Level: 62
Investment Management Job Roles in North Carolina
See all 48+ Investment Management Jobs in North Carolina
Sign up for free to filter by visa type, set job alerts, and find employers with verified sponsorship history.
Search Investment Management Jobs in North CarolinaInvestment Management Jobs in North Carolina: Frequently Asked Questions
Which investment management companies sponsor F-1 STEM OPT visas in North Carolina?
Charlotte-based firms with documented OPT sponsorship activity include Wells Fargo Asset Management, Truist Financial's wealth management division, and Captrust. In the Research Triangle, Dimensional Fund Advisors and several fintech-adjacent asset managers have hired STEM OPT candidates for quantitative and technology roles. Sponsorship patterns vary by team and year, so reviewing employer-specific hiring history is important before applying.
Which cities in North Carolina have the most investment management F-1 STEM OPT sponsorship jobs?
Charlotte is North Carolina's primary investment management hub, home to major bank-affiliated asset managers and independent RIAs that hire for analytical and technology roles. The Research Triangle, covering Raleigh, Durham, and Chapel Hill, offers a secondary cluster of opportunities, particularly at firms that sit at the intersection of quantitative finance and data science. Smaller concentrations exist in Greensboro and Winston-Salem.
What types of investment management roles typically qualify for F-1 STEM OPT sponsorship?
Roles that qualify for STEM OPT designation under a STEM-coded degree program include quantitative analyst, investment data analyst, risk analyst, portfolio analytics associate, and financial engineer positions. These roles require application of mathematical, statistical, or computer science skills directly tied to a STEM degree. General client-facing advisory or relationship management roles without a quantitative component are less likely to meet STEM OPT eligibility criteria.
How do I find investment management F-1 STEM OPT sponsorship jobs in North Carolina?
Migrate Mate lets you filter investment management jobs in North Carolina specifically by F-1 STEM OPT eligibility, showing roles at employers with verified sponsorship history for that authorization type. This saves time compared to manually screening job listings. Focus your search on Charlotte and the Research Triangle, and prioritize roles with quantitative or technology-focused responsibilities, since those positions most consistently align with STEM OPT degree requirements.
Are there any state-specific or industry-specific considerations for F-1 STEM OPT in North Carolina investment management?
North Carolina does not impose additional state-level work authorization requirements beyond federal STEM OPT rules, but investment management roles in the state sometimes require FINRA licensing, which operates independently of visa status. Students should confirm their institution's DSO can support a STEM OPT extension for their specific degree classification, as not all finance-adjacent degrees carry a STEM CIP code. Employers in Charlotte's banking sector are generally familiar with OPT authorization timelines.