Investment Management Jobs in North Carolina with H-1B Sponsorship
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 workers here for roles in portfolio analysis, quantitative research, and risk management.
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Job Description:
Engineering Area Leader, Operations Technology and Support Engineering is responsible for setting the strategic direction, driving technical solutioning, and ensuring delivery of outcomes across Ops Workstation, Mutual Funds, and Baskets in partnership with product leaders. This role also leads the Brokerage Recordkeeping Technology R4 Organization, which is responsible for ensuring platform stability through four key pillars: being Responsive by managing and resolving day‑to‑day production issues; maintaining Readiness by ensuring all enhancements are thoroughly validated and production‑ready; ensuring Reliability through effective infrastructure management; and promoting Resiliency by partnering across the platform to cultivate a culture of robust, standards‑aligned technology delivery. This role defines the engineering vision, aligns technology initiatives with business priorities, and enables enterprise-scale outcomes through innovation and technical excellence. The Engineering Area Leader is accountable for leading engineering practices, optimizing resources, and developing talent while fostering a culture of collaboration and continuous improvement.
The Value You Deliver
- Active engagement in key routines throughout the product lifecycle (e.g., in domain/product area strategy planning sessions, read‑outs, demos, etc.)
- Drive delivery outcomes to achieve both product and function-specific KPIs
- Accountable for alignment and definition of vision, goals and direction for the function across multiple domains and product areas in support of the business strategy
- Share decision-making with product area leader on roadmap and design solutions
- Establish high standards, practices for the function making connections across the enterprise
- Partner with product leaders to optimize resources by identifying and acquiring top talent, resource planning and talent allocation across products
- Responsible for strategic workforce planning in support of the complete product lifecycle
- Align on dependencies and manage tradeoffs with product leaders and domain leaders
- Proactively align capacity/resources to shifting product priorities
- Drive scale and resource optimization through ownership of workforce plan
- Manages VP Engineering Leaders
Expertise and Skills You Bring
- You have proven organizational leadership with an ability to inspire teams, coach and grow leaders, and attract great talent
- Experience in defining and executing on large complex programs
- Deep expertise in building scaled distributed systems, leveraging modern frameworks
- You have executive level experience leading the development of business solutions and offerings aligned with and in support of the strategic direction of the organization
- Recent experience leading teams building and deploying applications to the public cloud.
- Experience bringing financial accountability to the variable spend model of cloud, enabling distributed teams to make business trade-offs between speed, cost, and quality a plus.
- Experience with identifying talent needs; recruiting and onboarding engineers; strategic resource planning and talent allocation within and across large organizations
- You effectively develop and promote your expertise and perspectives and develop the same rigor across your engineering area and throughout a cross-functional, matrixed environment
- You have a continuous improvement mindset
- You have strong interpersonal and relationship building skills that enable you to engage cross-functionally and at all levels of the organization
- You utilize a data-driven approach for decision making, both in day-to-day leadership and strategic tradeoff analyses
- 10-15 years of experience leading multiple teams
- 4-year degree in Computer Science or other relevant education
- Currently hold or able to obtain Series 7 or 99 certification if required
Certifications:
Series 99 - FINRA
Category:
Information Technology
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Job Description:
Engineering Area Leader, Operations Technology and Support Engineering is responsible for setting the strategic direction, driving technical solutioning, and ensuring delivery of outcomes across Ops Workstation, Mutual Funds, and Baskets in partnership with product leaders. This role also leads the Brokerage Recordkeeping Technology R4 Organization, which is responsible for ensuring platform stability through four key pillars: being Responsive by managing and resolving day‑to‑day production issues; maintaining Readiness by ensuring all enhancements are thoroughly validated and production‑ready; ensuring Reliability through effective infrastructure management; and promoting Resiliency by partnering across the platform to cultivate a culture of robust, standards‑aligned technology delivery. This role defines the engineering vision, aligns technology initiatives with business priorities, and enables enterprise-scale outcomes through innovation and technical excellence. The Engineering Area Leader is accountable for leading engineering practices, optimizing resources, and developing talent while fostering a culture of collaboration and continuous improvement.
The Value You Deliver
- Active engagement in key routines throughout the product lifecycle (e.g., in domain/product area strategy planning sessions, read‑outs, demos, etc.)
- Drive delivery outcomes to achieve both product and function-specific KPIs
- Accountable for alignment and definition of vision, goals and direction for the function across multiple domains and product areas in support of the business strategy
- Share decision-making with product area leader on roadmap and design solutions
- Establish high standards, practices for the function making connections across the enterprise
- Partner with product leaders to optimize resources by identifying and acquiring top talent, resource planning and talent allocation across products
- Responsible for strategic workforce planning in support of the complete product lifecycle
- Align on dependencies and manage tradeoffs with product leaders and domain leaders
- Proactively align capacity/resources to shifting product priorities
- Drive scale and resource optimization through ownership of workforce plan
- Manages VP Engineering Leaders
Expertise and Skills You Bring
- You have proven organizational leadership with an ability to inspire teams, coach and grow leaders, and attract great talent
- Experience in defining and executing on large complex programs
- Deep expertise in building scaled distributed systems, leveraging modern frameworks
- You have executive level experience leading the development of business solutions and offerings aligned with and in support of the strategic direction of the organization
- Recent experience leading teams building and deploying applications to the public cloud.
- Experience bringing financial accountability to the variable spend model of cloud, enabling distributed teams to make business trade-offs between speed, cost, and quality a plus.
- Experience with identifying talent needs; recruiting and onboarding engineers; strategic resource planning and talent allocation within and across large organizations
- You effectively develop and promote your expertise and perspectives and develop the same rigor across your engineering area and throughout a cross-functional, matrixed environment
- You have a continuous improvement mindset
- You have strong interpersonal and relationship building skills that enable you to engage cross-functionally and at all levels of the organization
- You utilize a data-driven approach for decision making, both in day-to-day leadership and strategic tradeoff analyses
- 10-15 years of experience leading multiple teams
- 4-year degree in Computer Science or other relevant education
- Currently hold or able to obtain Series 7 or 99 certification if required
Certifications:
Series 99 - FINRA
Category:
Information Technology
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Job Roles in Investment Management in North Carolina
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Get Access To All JobsFrequently Asked Questions
Which investment management companies sponsor H-1B visas in North Carolina?
Charlotte-based firms are the most active H-1B 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.
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