Investment Management H-1B Sponsorship Jobs in North Carolina
North Carolina's investment management sector spans Charlotte's major financial hub, the Research Triangle's institutional investors, and Raleigh's growing asset management firms. Companies like Wells Fargo, Allspring Global Investments, and Fidelity Investments have sponsored H-1B visa workers here for roles in portfolio analysis, quantitative research, and risk management.
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Get Access To All JobsAbout Our Company
We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Job Description
We have an exciting opportunity for an Operations Coach to join our team at Ameriprise. In this role, you will provide guidance, coaching, and indirect leadership to peers on operational processes, policies, and best practices related to money movement transaction requests.
You will research and respond to complex issues, ensuring timely resolution of problems as they arise. Additionally, you will support quality management processes and serve as a subject matter expert for a range of business-driven initiatives.
This position requires a strong commitment to compliance, ensuring that all transaction processing adheres to applicable industry regulations as well as internal policies and procedures.
Key Responsibilities
- Research, analyze, and resolve advanced and complex transaction and inquiry issues. Provide clear explanations of policies, resolutions, and required actions to advisors, clients, and business partners.
- Mentor peers on processes, procedures, and issue resolution. Support training efforts by guiding less-experienced team members on systems and operational practices.
- Perform daily operational tasks, including auditing and transaction processing.
- Participate in projects and departmental initiatives, often serving as a subject matter expert.
Required Qualifications
- High school diploma or GED required.
- 3–5 years of relevant experience; post-secondary education may be combined with experience to meet requirements.
- Minimum of 3 years’ experience in a service call center or transaction processing environment.
- Strong attention to detail with the ability to meet tight deadlines while maintaining accuracy.
- Effective written and verbal communication skills.
- Demonstrated analytical, problem-solving, and issue resolution abilities.
- Proven ability to build relationships and influence others without direct authority.
Preferred Qualifications
- Experience in financial services or product-specific environments.
- Familiarity with Ameriprise policies and procedures.
- Banking experience, particularly with wires, ACH, and check processing.
Base Pay Salary
The estimated base salary for this role is $50,800-69,900 year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Non-Exempt
Job Family Group
Business Support & Operations
Line of Business
CLEAR Clearing
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
About Our Company
We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Job Description
We have an exciting opportunity for an Operations Coach to join our team at Ameriprise. In this role, you will provide guidance, coaching, and indirect leadership to peers on operational processes, policies, and best practices related to money movement transaction requests.
You will research and respond to complex issues, ensuring timely resolution of problems as they arise. Additionally, you will support quality management processes and serve as a subject matter expert for a range of business-driven initiatives.
This position requires a strong commitment to compliance, ensuring that all transaction processing adheres to applicable industry regulations as well as internal policies and procedures.
Key Responsibilities
- Research, analyze, and resolve advanced and complex transaction and inquiry issues. Provide clear explanations of policies, resolutions, and required actions to advisors, clients, and business partners.
- Mentor peers on processes, procedures, and issue resolution. Support training efforts by guiding less-experienced team members on systems and operational practices.
- Perform daily operational tasks, including auditing and transaction processing.
- Participate in projects and departmental initiatives, often serving as a subject matter expert.
Required Qualifications
- High school diploma or GED required.
- 3–5 years of relevant experience; post-secondary education may be combined with experience to meet requirements.
- Minimum of 3 years’ experience in a service call center or transaction processing environment.
- Strong attention to detail with the ability to meet tight deadlines while maintaining accuracy.
- Effective written and verbal communication skills.
- Demonstrated analytical, problem-solving, and issue resolution abilities.
- Proven ability to build relationships and influence others without direct authority.
Preferred Qualifications
- Experience in financial services or product-specific environments.
- Familiarity with Ameriprise policies and procedures.
- Banking experience, particularly with wires, ACH, and check processing.
Base Pay Salary
The estimated base salary for this role is $50,800-69,900 year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Non-Exempt
Job Family Group
Business Support & Operations
Line of Business
CLEAR Clearing
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
H-1B Investment Management Job Roles in North Carolina
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Search Investment Management Jobs in North CarolinaInvestment Management H-1B Sponsorship Jobs in North Carolina: Frequently Asked Questions
Which investment management companies sponsor H-1B visas in North Carolina?
Charlotte-based firms are the most active H-1B visa sponsors in North Carolina's investment management industry. Wells Fargo, Allspring Global Investments, and Bank of America's Global Wealth and Investment Management division have H-1B filing histories with the Department of Labor. Research Triangle employers including Fidelity Investments and various institutional asset managers also appear in DOL Labor Condition Application disclosure data as sponsors for qualifying specialty occupation roles.
Which cities in North Carolina have the most investment management H-1B sponsorship jobs?
Charlotte accounts for the largest share of investment management H-1B sponsorship jobs in North Carolina, given its standing as a major U.S. banking and financial services center. Raleigh and the Research Triangle follow, with institutional investment firms, endowment managers, and fintech-adjacent asset managers concentrated there. Durham and Chapel Hill see smaller but consistent activity tied to university endowments and affiliated investment offices.
What types of investment management roles typically qualify for H-1B sponsorship?
H-1B sponsorship in investment management is generally available for roles that qualify as specialty occupations, meaning they require at least a bachelor's degree in a specific field directly related to the position. Common qualifying titles include portfolio analyst, quantitative analyst, fixed income analyst, risk analyst, investment research associate, and financial modeling specialist. Roles requiring economics, finance, mathematics, or statistics degrees tend to meet the specialty occupation standard most consistently.
How do I find investment management H-1B sponsorship jobs in North Carolina?
Migrate Mate is built specifically for this search. You can filter by visa type, state, and industry to surface investment management roles in North Carolina where employers have H-1B sponsorship history. Rather than manually scanning job postings and guessing at sponsorship willingness, Migrate Mate aggregates positions from firms with documented H-1B LCA filings, giving you a more targeted starting point for your job search in this sector.
Are there any North Carolina-specific considerations for H-1B sponsorship in investment management?
North Carolina investment management employers, particularly those in Charlotte, often operate under the regulatory oversight of multiple federal agencies including the SEC and FINRA, which can affect job descriptions and degree requirements used in H-1B petitions. Some roles at registered investment advisers may require specific licensing alongside the H-1B, and employers at smaller boutique firms may have less experience with the sponsorship process than large banks, making it worth confirming a firm's prior H-1B filing history before investing significant time in an application process.
What is the prevailing wage for H-1B investment management jobs in North Carolina?
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.