Investment Management Jobs in North Carolina with TN Sponsorship
North Carolina's investment management sector spans Charlotte's major financial district, Research Triangle firms, and regional asset managers who regularly hire international professionals. Canadian and Mexican nationals in roles like financial analyst, portfolio manager, and investment advisor may qualify for TN visa sponsorship. Companies such as Wells Fargo and Truist Financial maintain significant investment management operations across the state.
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Job Description:
The Role
Fidelity Investments is looking for a Principal Software Engineer in Test who is passionate about cutting edge technologies, frameworks, and design patterns. You will be joining a team of engineers focused on engineering testing solutions for the Fidelity Insurance Agency (FIA) product area. You will apply your strong software development and test automation skills to design, develop, test, deploy, maintain, and improve Fidelity investments software solutions. You will also be supporting your team in adopting best practices to ensure we are building the right product and we are building it right. Overall, you will have an appetite for learning, evaluating, and recommending new technologies. Software Engineers at Fidelity Investments pride themselves on their experience, leadership, and ability to establish relationships across teams.
The Expertise and Skills You Bring
- 12+ years experience with a Bachelor’s or 6+ years experience with a Master’s degree in Computer Science (or closely related field)
- Experience in designing and implementing robust QA strategies and test frameworks for API, Web with deep expertise in end-to-end validation
- Experience in test automation (Playwright/Cypress, Selenium, Rest Assured, JUnit, Test NG, Maven, ETL Batch)
- Experience with DevOps/Pipelines (Jenkins Core, LWC, Monorepo, etc.)
- Experience with source control (GitHub, Stash (Bitbucket), Sourcetree)
- Cloud experience preferred - Amazon Web Services (AWS)
- Top skills needed: Front end, Playwright, Xray, chaos, Splunk, Datadog, node.js, Java, Java Script, Jenkins core
- Minimum 6 years of experience with architecting automation test platforms
- Minimum 6 years of experience with architecting and implementing development pipelines (CI / CD)
- Good understanding of accessibility features and building and testing accessible experiences on Web
- Focus on the deployment automation and orchestration
- Assist with code branches, merges, builds pipelines, manage versioning etc.
- Use your knowledge of testing and testability to influence better software design, promote proper software engineering and bug prevention strategies, testability and security
- Actively participate in the development process through writing and maintain application features and automated tests including unit tests, component tests, integration tests, functional tests, performance tests, scenario tests and interoperability tests
- Collaborate with team members on improving team's test coverage, release velocity and production health
- Good understanding on write SQL queries and implementing the data seeding for automation.
- Good to have AWS certification and experience
The Team
The Engineering Excellence (EE) chapter resides in the Wealth business unit of Fidelity Investments. The EE chapter’s support spans across all of Wealth and provides domain specialists to squads who develop products with the highest customer quality, security, stability, and experience. The chapter is made up of multi-stacked engineers with a passion around customer experience and with the engineering tool set to seek challenges including automated testing, performance testing, chaos testing, application cloud migration and management, CI / CD implementation, security testing, and application development.
Certifications:
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:
The Role
Fidelity Investments is looking for a Principal Software Engineer in Test who is passionate about cutting edge technologies, frameworks, and design patterns. You will be joining a team of engineers focused on engineering testing solutions for the Fidelity Insurance Agency (FIA) product area. You will apply your strong software development and test automation skills to design, develop, test, deploy, maintain, and improve Fidelity investments software solutions. You will also be supporting your team in adopting best practices to ensure we are building the right product and we are building it right. Overall, you will have an appetite for learning, evaluating, and recommending new technologies. Software Engineers at Fidelity Investments pride themselves on their experience, leadership, and ability to establish relationships across teams.
The Expertise and Skills You Bring
- 12+ years experience with a Bachelor’s or 6+ years experience with a Master’s degree in Computer Science (or closely related field)
- Experience in designing and implementing robust QA strategies and test frameworks for API, Web with deep expertise in end-to-end validation
- Experience in test automation (Playwright/Cypress, Selenium, Rest Assured, JUnit, Test NG, Maven, ETL Batch)
- Experience with DevOps/Pipelines (Jenkins Core, LWC, Monorepo, etc.)
- Experience with source control (GitHub, Stash (Bitbucket), Sourcetree)
- Cloud experience preferred - Amazon Web Services (AWS)
- Top skills needed: Front end, Playwright, Xray, chaos, Splunk, Datadog, node.js, Java, Java Script, Jenkins core
- Minimum 6 years of experience with architecting automation test platforms
- Minimum 6 years of experience with architecting and implementing development pipelines (CI / CD)
- Good understanding of accessibility features and building and testing accessible experiences on Web
- Focus on the deployment automation and orchestration
- Assist with code branches, merges, builds pipelines, manage versioning etc.
- Use your knowledge of testing and testability to influence better software design, promote proper software engineering and bug prevention strategies, testability and security
- Actively participate in the development process through writing and maintain application features and automated tests including unit tests, component tests, integration tests, functional tests, performance tests, scenario tests and interoperability tests
- Collaborate with team members on improving team's test coverage, release velocity and production health
- Good understanding on write SQL queries and implementing the data seeding for automation.
- Good to have AWS certification and experience
The Team
The Engineering Excellence (EE) chapter resides in the Wealth business unit of Fidelity Investments. The EE chapter’s support spans across all of Wealth and provides domain specialists to squads who develop products with the highest customer quality, security, stability, and experience. The chapter is made up of multi-stacked engineers with a passion around customer experience and with the engineering tool set to seek challenges including automated testing, performance testing, chaos testing, application cloud migration and management, CI / CD implementation, security testing, and application development.
Certifications:
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 TN visas in North Carolina?
Charlotte-based financial institutions are the most active sponsors, including Wells Fargo, Truist Financial, and Bank of America's wealth management divisions. Regionally, firms in the Research Triangle such as SAS Institute and various registered investment advisors have also filed TN petitions for qualifying roles. Sponsorship patterns vary by firm size and hiring cycle, so direct employer research is essential.
Which cities in North Carolina have the most investment management TN sponsorship jobs?
Charlotte holds the largest concentration of investment management TN sponsorship opportunities, given its status as the second-largest U.S. banking hub. Raleigh and Durham follow, driven by Research Triangle growth in fintech and institutional asset management. Greensboro and Winston-Salem have smaller but active financial services markets, particularly in insurance-linked investment roles.
What types of investment management roles typically qualify for TN sponsorship?
Roles that commonly qualify include financial analyst, portfolio manager, investment advisor, and economist, provided the position requires a relevant bachelor's degree or higher and the candidate is a Canadian or Mexican national. Roles must fall within the USMCA's designated occupational categories. Generalist positions without a defined degree requirement in a related field are less likely to qualify.
How do I find investment management TN sponsorship jobs in North Carolina?
Migrate Mate is a job board specifically built for international professionals seeking visa sponsorship in the U.S. You can filter directly by TN visa type, North Carolina, and the investment management industry to see roles from employers who have indicated sponsorship willingness. This saves time compared to manually screening postings that don't address sponsorship at all.
Are there any North Carolina-specific considerations for investment management TN sponsorship?
North Carolina does not impose state-level licensing requirements specific to TN visa holders, but investment management professionals may need FINRA licenses such as the Series 65 to operate as investment advisers under state law. Employers in Charlotte sometimes have centralized immigration teams familiar with TN procedures, while smaller Triangle-area firms may have less experience with the category and require more candidate-led education.
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