Investment Management TN Sponsorship Jobs in Pennsylvania
Pennsylvania's investment management sector spans Philadelphia's established asset management corridor and Pittsburgh's growing financial services market, with firms like Vanguard, SEI Investments, and Lincoln Investment headquartered or significantly present in the state. Canadian and Mexican nationals in portfolio analysis, financial research, and compliance roles can pursue TN visa sponsorship with Pennsylvania-based investment management employers.
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INTRODUCTION
In the role of Junior Transactional Attorney (“Attorney”), you will be responsible for working with numerous SEI business teams and other members of the Legal, Compliance, Risk and Corporate Development Department to structure, draft, negotiate and manage the execution of commercial contracts on behalf of the SEI group of companies. You will manage various types of commercial arrangements (e.g. confidentiality agreements, software licenses, master services agreements, professional services agreements, SaaS agreements, business process outsourcing agreements, and software development agreements) with customers to ensure consistency with SEI’s risk and governance structures, contractual commitments and regulatory compliance obligations.
You will work closely with internal product and operations teams, vendor owners, new business development teams, client relationship teams, and executives in various business and competency units to support their efforts while also ensuring such parties’ adherence to applicable standards and procedures. In addition, you will deal directly with third parties while representing SEI’s interests. Experience within the financial services or financial technology industry will be a differentiator for potential candidates.
ROLE AND RESPONSIBILITIES
What you will do:
- Drafting, negotiating and advising stakeholders with respect to commercial contracts using SEI templates and standards;
- Educating internal clients with respect to the positions and issues that arise during contractual negotiations;
- Working with internal clients to solve legal, risk and business issues that arise in commercial transactions;
- Understanding and applying regulatory changes to new and existing contracts;
- Managing and prioritizing multiple concurrent projects;
- Participating in various activities related to corporate governance, regulatory compliance, and third party risk management;
- Populating and maintaining contract files and repositories.
BASIC QUALIFICATIONS
What we need from you:
To be considered candidates must demonstrate the following to the satisfaction of SEI:
- Experience in transactional/corporate matters
- Ability to effectively prioritize work and business needs
- Comfort with a dynamic, often-changing environment
- Detail oriented, flexible and a collaborative team player
- A high degree of multi-tasking capability
- Strong written and verbal communication skills
- Authorization to practice law in one or more jurisdictions within the United States.
- Willingness to travel, if necessary.
PREFERRED QUALIFICATIONS
Attributes we value:
Each member of the SEI Legal, Compliance, and Corporate Development department is expected to consistently demonstrate the following fundamental characteristics in the performance of their work responsibilities:
- Hardworking
- Smart
- Effective
- Solution-Oriented
- Team Player
- High Integrity/Ethics
- Good Communicator/Listener
- Sound Judgment
- Dedicated to Self-Improvement
- Self-Aware
- Open-Minded
- Thoughtful
- Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun.
SEI’s competitive advantage:
To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.
Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 21 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more.
We are a technology and asset management company delivering on our promise of building brave futures (SM)—for our clients, our communities, and ourselves. Come build your brave future at SEI.
The position title reflected in this job description is aligned with SEI's current internal job architecture. As part of SEI's role and career framework, internal job titles may not directly correspond to external market titles and may differ from titles previously assigned during an employee's tenure or at the time of hire.
SEI is an Equal Opportunity Employer and so much more…
After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we’re (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.
SEI is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.
AI Acceptable Use in the application and interview process:
SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals’ personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines.
TN Investment Management Job Roles in Pennsylvania
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Search Investment Management Jobs in PennsylvaniaInvestment Management TN Sponsorship Jobs in Pennsylvania: Frequently Asked Questions
Which investment management companies sponsor TN visas in Pennsylvania?
Pennsylvania is home to several major investment management firms with a history of sponsoring work visas, including Vanguard, SEI Investments, Lincoln Investment, and Glenmede Trust. Larger asset managers and registered investment advisers in the Philadelphia metro tend to have established immigration processes, while smaller boutique firms may sponsor on a case-by-case basis depending on the role and the candidate's qualifications.
Which cities in Pennsylvania have the most investment management TN sponsorship jobs?
Philadelphia accounts for the largest concentration of investment management TN visa sponsorship opportunities in Pennsylvania, given its density of asset managers, wealth management firms, and financial services companies. Pittsburgh has a growing financial sector tied to its university research ecosystem and regional banking presence. Berwyn and Malvern, both in the Philadelphia suburbs, also host notable investment management employers including Vanguard's headquarters.
What types of investment management roles typically qualify for TN sponsorship?
TN visa eligibility in investment management generally applies to roles that meet the USMCA's defined professional categories, most commonly Accountants, Economists, Engineers, and certain Computer Systems Analysts depending on job duties. Financial analysts, portfolio analysts, and quantitative researchers whose positions require a bachelor's degree or higher in a directly related field are common fits. The job title alone does not determine eligibility; the actual duties and degree requirement matter.
How do I find investment management TN sponsorship jobs in Pennsylvania?
Migrate Mate is built specifically for this search, letting you filter investment management roles by visa type, including TN, and by state, so you can surface Pennsylvania-specific opportunities without sorting through jobs that don't offer sponsorship. Because TN-sponsoring employers in investment management are a distinct subset of the overall market, using a platform that surfaces verified sponsorship information saves significant time compared to broad job searches.
Are there any Pennsylvania-specific considerations for TN sponsorship in investment management?
Pennsylvania's investment management firms, particularly those registered with the SEC or Pennsylvania Securities Commission, often have compliance and legal teams familiar with work authorization processes, which can make TN sponsorship more straightforward at larger firms. Roles at firms managing regulated investment products may require FINRA licensing, which is separate from TN status but worth factoring into your timeline since licensing exams typically happen after you start work.