Investment Management E-3 Sponsorship Jobs in Oregon
Investment management E-3 visa sponsorship jobs in Oregon are concentrated in Portland, where firms like Ferguson Wellman Capital Management, Ariel Investments' regional offices, and larger financial institutions maintain investment teams. Oregon's growing wealth management sector and proximity to Pacific Rim markets make it an active hiring market for Australian finance professionals seeking E-3 sponsorship.
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Get Access To All JobsABOUT NORTHERN TRUST:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
ABOUT THE ROLE:
At Northern Trust, our Wealth Strategist position is a key business development sales role to support our growth. Wealth Strategists are responsible for cultivating new relationships with individuals, families, non-profit institutions, and other entities. This is a client development sales executive role.
As a senior member of the Northern Trust team, you will oversee new client development, solutions sales strategy, and execution of our goals-driven approach to wealth management planning. With the support of our local team of specialists and national resources, you will identify prospective clients, share Northern Trust capabilities in conversations and meetings, and follow through to convert prospects to clients. You will also manage the transition of ongoing client contact and account management to the appropriate teams within Northern Trust to encourage the enhancement and expansion of existing relationships. As a local brand ambassador in the community, you will actively engage as a leader for local civic and philanthropic organizations.
WHAT YOU’LL DO:
-
You’ll bring your entrepreneurial spirit, motivation to close new business, collaboration and communication skills together to create and implement a business development strategy and approach for your targeted new client base.
-
You’ll work with ultra high net worth (UHNW) individuals, families and businesses as you cultivate new investment management relationships in the UHNW client space. You’ll share and support our goals-driven wealth management approach to both prospective and current clients to develop new business. And you’ll do that year after year with persistence and patience.
-
You’ll take a long term consultative approach with clients (and their representatives including attorneys) on the benefits of estate planning services, utilizing your knowledge of wealth transfer and tax planning strategies. And you’ll check-in regularly with your clients and act as their liaison to the rest of Northern Trust as their needs evolve.
-
You’ll cultivate internal and external personal and professional networks to identify new client relationships, and showcase the full capabilities and services of Northern Trust to members of the community, clients (new and existing), and professional advisors.
-
You understand this is an all-encompassing endeavor – and have a plan to look for opportunities and connections in your communities, networks, and philanthropic organizations.
-
You won’t be alone – you’ll have and be expected to work with a full team of respected experts to provide support along the way as you work to understand the needs of potential clients and showcase how Northern Trust can help them achieve their goals and objectives.
WHAT WILL MAKE YOU SUCCESSFUL IN THE ROLE:
-
You live and breathe business development and have 10 or more years of sales and relationship management experience, preferably working with wealth management clients.
-
You have (or have a plan to build) a strong network of Centers of Influence (COIs) for ultra-high net worth individuals and families to include attorneys, estate planning professionals, and CPAs.
-
You have knowledge of fiduciary capabilities and services (e.g., personal trusts, living trusts, wills, investment management, custody, financial consulting, estate and tax planning), including fee structures and documentation. Keeping up-to-date with in-depth knowledge is key to long term success and credibility with your clients.
-
You are able to profile a client’s financial landscape and needs to determine how best to advise and deliver solutions across the full span of Northern Trust capabilities. You’re willing to spend the time understanding both the client and what Northern Trust can offer to bring success to the client.
-
Series 7 and 63 licenses are required. Additional professional designations such as CFP, CFTA, CFA, CIMA are strongly preferred.
-
You know how to use your strong analytical and sales skills to connect individual client asset situations to our specific capabilities and services.
-
Your strong communication skills will ensure you can understand clients’ needs and respond with the appropriate solutions.
-
You value the input of others and look forward to working collaboratively across all of Northern Trust to grow the business. No lone wolfs here!
WORKING WITH US:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
REASONABLE ACCOMMODATION
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.
We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
ABOUT NORTHERN TRUST:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
ABOUT THE ROLE:
At Northern Trust, our Wealth Strategist position is a key business development sales role to support our growth. Wealth Strategists are responsible for cultivating new relationships with individuals, families, non-profit institutions, and other entities. This is a client development sales executive role.
As a senior member of the Northern Trust team, you will oversee new client development, solutions sales strategy, and execution of our goals-driven approach to wealth management planning. With the support of our local team of specialists and national resources, you will identify prospective clients, share Northern Trust capabilities in conversations and meetings, and follow through to convert prospects to clients. You will also manage the transition of ongoing client contact and account management to the appropriate teams within Northern Trust to encourage the enhancement and expansion of existing relationships. As a local brand ambassador in the community, you will actively engage as a leader for local civic and philanthropic organizations.
WHAT YOU’LL DO:
-
You’ll bring your entrepreneurial spirit, motivation to close new business, collaboration and communication skills together to create and implement a business development strategy and approach for your targeted new client base.
-
You’ll work with ultra high net worth (UHNW) individuals, families and businesses as you cultivate new investment management relationships in the UHNW client space. You’ll share and support our goals-driven wealth management approach to both prospective and current clients to develop new business. And you’ll do that year after year with persistence and patience.
-
You’ll take a long term consultative approach with clients (and their representatives including attorneys) on the benefits of estate planning services, utilizing your knowledge of wealth transfer and tax planning strategies. And you’ll check-in regularly with your clients and act as their liaison to the rest of Northern Trust as their needs evolve.
-
You’ll cultivate internal and external personal and professional networks to identify new client relationships, and showcase the full capabilities and services of Northern Trust to members of the community, clients (new and existing), and professional advisors.
-
You understand this is an all-encompassing endeavor – and have a plan to look for opportunities and connections in your communities, networks, and philanthropic organizations.
-
You won’t be alone – you’ll have and be expected to work with a full team of respected experts to provide support along the way as you work to understand the needs of potential clients and showcase how Northern Trust can help them achieve their goals and objectives.
WHAT WILL MAKE YOU SUCCESSFUL IN THE ROLE:
-
You live and breathe business development and have 10 or more years of sales and relationship management experience, preferably working with wealth management clients.
-
You have (or have a plan to build) a strong network of Centers of Influence (COIs) for ultra-high net worth individuals and families to include attorneys, estate planning professionals, and CPAs.
-
You have knowledge of fiduciary capabilities and services (e.g., personal trusts, living trusts, wills, investment management, custody, financial consulting, estate and tax planning), including fee structures and documentation. Keeping up-to-date with in-depth knowledge is key to long term success and credibility with your clients.
-
You are able to profile a client’s financial landscape and needs to determine how best to advise and deliver solutions across the full span of Northern Trust capabilities. You’re willing to spend the time understanding both the client and what Northern Trust can offer to bring success to the client.
-
Series 7 and 63 licenses are required. Additional professional designations such as CFP, CFTA, CFA, CIMA are strongly preferred.
-
You know how to use your strong analytical and sales skills to connect individual client asset situations to our specific capabilities and services.
-
Your strong communication skills will ensure you can understand clients’ needs and respond with the appropriate solutions.
-
You value the input of others and look forward to working collaboratively across all of Northern Trust to grow the business. No lone wolfs here!
WORKING WITH US:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
REASONABLE ACCOMMODATION
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.
We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
E-3 Investment Management Job Roles in Oregon
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Search Investment Management Jobs in OregonInvestment Management E-3 Sponsorship Jobs in Oregon: Frequently Asked Questions
Which investment management companies sponsor E-3 visas in Oregon?
Portland-based firms including Ferguson Wellman Capital Management, Merrill Lynch Wealth Management, and Wells Fargo Advisors have filed Labor Condition Applications for investment-related roles in Oregon. Larger national asset managers and custodian banks with Oregon offices also appear in DOL disclosure data. Sponsorship activity tends to concentrate in wealth management, institutional advisory, and portfolio analysis functions rather than sales-focused roles.
Which cities in Oregon have the most investment management E-3 sponsorship jobs?
Portland accounts for the overwhelming majority of investment management E-3 sponsorship activity in Oregon. The city's Pearl District and downtown financial corridor house most of the state's registered investment advisers, family offices, and bank trust departments. Bend has a smaller but growing wealth management presence, though E-3 sponsorship there is far less common than in Portland.
What types of investment management roles typically qualify for E-3 sponsorship?
Roles that typically qualify include portfolio analyst, research analyst, investment associate, financial analyst, and compliance analyst positions where a bachelor's degree in finance, economics, or a related field is a stated requirement. General relationship manager or client services roles often do not qualify because the degree requirement is not specific enough to meet the specialty occupation standard that E-3 requires.
How do I find investment management E-3 sponsorship jobs in Oregon?
Migrate Mate lists investment management roles in Oregon filtered specifically for E-3 visa sponsorship, so you can search without having to screen out employers who don't sponsor. Because E-3 sponsorship in Oregon's investment sector is concentrated among a relatively small number of firms, filtering by location and visa type on Migrate Mate helps you focus your applications on employers with a documented history of sponsoring Australian candidates.
Are there any Oregon-specific considerations for E-3 sponsorship in investment management?
Oregon requires investment advisers to register with the Oregon Division of Financial Regulation, which means employers are operating in a regulated environment familiar with compliance paperwork, including visa sponsorship processes. Oregon has no state income tax on wages, which affects total compensation structuring. Australian candidates should also be aware that some smaller registered investment adviser firms in Oregon may be willing to sponsor but unfamiliar with the E-3 process specifically.
What is the prevailing wage for E-3 investment management jobs in Oregon?
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.