Investment Management Jobs in Texas with TN Sponsorship
Texas is one of the strongest markets for investment management TN sponsorship jobs, anchored by major financial hubs in Dallas, Houston, and Austin. Firms like Invesco, BlackRock, and Fidelity maintain significant Texas operations, creating demand for Canadian and Mexican nationals in analyst, portfolio, and risk management roles across the state.
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LOCATION
Southlake, TX ; Austin, TX
Requisition ID 2026-120241
Category Engineering & Software Development
Position type Regular
Pay range USD $100,900.00 - $130,100.00 / Year
Application deadline 2026-04-07
INTRODUCTION
At Schwab, you will build a rewarding career while making a difference in the lives of our millions of clients. Here, innovative thinking meets creative problem solving as we work together to challenge the status quo. We believe in the power of collaboration and the value of working together in person. As a result, this role is based on-site in either our Southlake or Austin office.
Workplace Services Engineering (WSE) is an organization within Schwab Technology Services that is embarking on a major transformation. We support Workplace Services, and we’re shaping the future of how people experience financial well-being at work. We partner with leading employers to deliver innovative retirement, equity, and workplace financial solutions that help millions of participants build stronger financial futures. This is a fast-growing, high-impact business where scale meets purpose—where your work directly influences how people plan, save, invest, and succeed.
As a key growth engine for the firm, we’re investing more than ever to expand our capabilities, modernize platforms, and elevate the experiences we deliver to employers and their employees. Our teams work at the intersection of technology, service, and financial expertise—supporting workplace clients with solutions that scale, adapt, and deliver meaningful outcomes. Here, your ideas help shape what’s next for workplace financial services. If you’re energized by solving complex problems, collaborating across disciplines, and making a real difference in the workplace services industry, you’ll find your place here.
As we expand our capabilities and modernize our platforms, we’re seeking a skilled and collaborative Software Development Engineer in Test (SDET). If you’re energized by solving complex challenges, improving quality through engineering excellence, and contributing to an inclusive, cross-functional team where every voice is valued, this role offers a high-impact opportunity.
KEY RESPONSIBILITIES
- Design, develop, and maintain scalable UI and API automation frameworks using Selenium, Java, REST Assured, and related tools.
- Collaborate with engineers and architects early in the development cycle to ensure testability, automation coverage, and quality built in from the start.
- Accelerate modernization efforts by delivering automated API and service-level testing that supports faster and safer integration.
- Identify and communicate risks, quality concerns, and performance gaps to strengthen system reliability and prevent production issues.
- Support the modernization of legacy components while ensuring compliance and maintaining industry-leading quality standards.
- Leverage AI-assisted testing techniques to expand test coverage, enhance defect detection, and improve team efficiency.
- Serve as the SDET for a scrum team, participating actively in ceremonies and championing quality throughout each sprint.
BASIC QUALIFICATIONS
- 3+ years of related experience required; BS/MS degree preferred or equivalent experience.
- 2+ years of hands-on test automation experience within Agile teams.
- Strong proficiency in Java and object-oriented programming principles.
- Experience building test automation frameworks with Selenium and REST Assured (or similar tools).
- Experience using API testing tools such as Postman, Insomnia, or Bruno.
- Familiarity with load/performance testing tools such as JMeter, BlazeMeter, or LoadRunner, and performance concepts like P95.
- Experience working with relational databases (Oracle, MS-SQL); exposure to document databases is a plus.
- Experience with cloud technologies such as PCF, GCP, or AWS.
- Understanding of Clean Code principles (DRY, SOLID) and common test automation design patterns like Page Object Model, proxy, factory, and data objects.
- Proficiency with Git-based source control.
PREFERRED QUALIFICATIONS
- Experience leveraging AI tools to improve code quality, accelerate testing, or enhance automation.
- Experience with parallel test execution and cloud-based test infrastructure (e.g., Sauce Labs).
- Background in data modeling and test data management best practices.
- Strong communication and collaboration skills with the ability to work effectively across technical and business teams.
- Experience with Atlassian tools (Jira, Confluence, Zephyr, Bamboo, Bitbucket).
- Familiarity with IaaS concepts as they relate to application testing.
- Experience with MongoDB or other non-relational data stores.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
WHAT’S IN IT FOR YOU
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Eligible Schwabbies receive
Medical, dental and vision benefits
401(k) and employee stock purchase plans
Tuition reimbursement to keep developing your career
Paid parental leave and adoption/family building benefits
Sabbatical leave available after five years of employment

LOCATION
Southlake, TX ; Austin, TX
Requisition ID 2026-120241
Category Engineering & Software Development
Position type Regular
Pay range USD $100,900.00 - $130,100.00 / Year
Application deadline 2026-04-07
INTRODUCTION
At Schwab, you will build a rewarding career while making a difference in the lives of our millions of clients. Here, innovative thinking meets creative problem solving as we work together to challenge the status quo. We believe in the power of collaboration and the value of working together in person. As a result, this role is based on-site in either our Southlake or Austin office.
Workplace Services Engineering (WSE) is an organization within Schwab Technology Services that is embarking on a major transformation. We support Workplace Services, and we’re shaping the future of how people experience financial well-being at work. We partner with leading employers to deliver innovative retirement, equity, and workplace financial solutions that help millions of participants build stronger financial futures. This is a fast-growing, high-impact business where scale meets purpose—where your work directly influences how people plan, save, invest, and succeed.
As a key growth engine for the firm, we’re investing more than ever to expand our capabilities, modernize platforms, and elevate the experiences we deliver to employers and their employees. Our teams work at the intersection of technology, service, and financial expertise—supporting workplace clients with solutions that scale, adapt, and deliver meaningful outcomes. Here, your ideas help shape what’s next for workplace financial services. If you’re energized by solving complex problems, collaborating across disciplines, and making a real difference in the workplace services industry, you’ll find your place here.
As we expand our capabilities and modernize our platforms, we’re seeking a skilled and collaborative Software Development Engineer in Test (SDET). If you’re energized by solving complex challenges, improving quality through engineering excellence, and contributing to an inclusive, cross-functional team where every voice is valued, this role offers a high-impact opportunity.
KEY RESPONSIBILITIES
- Design, develop, and maintain scalable UI and API automation frameworks using Selenium, Java, REST Assured, and related tools.
- Collaborate with engineers and architects early in the development cycle to ensure testability, automation coverage, and quality built in from the start.
- Accelerate modernization efforts by delivering automated API and service-level testing that supports faster and safer integration.
- Identify and communicate risks, quality concerns, and performance gaps to strengthen system reliability and prevent production issues.
- Support the modernization of legacy components while ensuring compliance and maintaining industry-leading quality standards.
- Leverage AI-assisted testing techniques to expand test coverage, enhance defect detection, and improve team efficiency.
- Serve as the SDET for a scrum team, participating actively in ceremonies and championing quality throughout each sprint.
BASIC QUALIFICATIONS
- 3+ years of related experience required; BS/MS degree preferred or equivalent experience.
- 2+ years of hands-on test automation experience within Agile teams.
- Strong proficiency in Java and object-oriented programming principles.
- Experience building test automation frameworks with Selenium and REST Assured (or similar tools).
- Experience using API testing tools such as Postman, Insomnia, or Bruno.
- Familiarity with load/performance testing tools such as JMeter, BlazeMeter, or LoadRunner, and performance concepts like P95.
- Experience working with relational databases (Oracle, MS-SQL); exposure to document databases is a plus.
- Experience with cloud technologies such as PCF, GCP, or AWS.
- Understanding of Clean Code principles (DRY, SOLID) and common test automation design patterns like Page Object Model, proxy, factory, and data objects.
- Proficiency with Git-based source control.
PREFERRED QUALIFICATIONS
- Experience leveraging AI tools to improve code quality, accelerate testing, or enhance automation.
- Experience with parallel test execution and cloud-based test infrastructure (e.g., Sauce Labs).
- Background in data modeling and test data management best practices.
- Strong communication and collaboration skills with the ability to work effectively across technical and business teams.
- Experience with Atlassian tools (Jira, Confluence, Zephyr, Bamboo, Bitbucket).
- Familiarity with IaaS concepts as they relate to application testing.
- Experience with MongoDB or other non-relational data stores.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
WHAT’S IN IT FOR YOU
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Eligible Schwabbies receive
Medical, dental and vision benefits
401(k) and employee stock purchase plans
Tuition reimbursement to keep developing your career
Paid parental leave and adoption/family building benefits
Sabbatical leave available after five years of employment
Job Roles in Investment Management in Texas
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Get Access To All JobsFrequently Asked Questions
Which investment management companies sponsor TN visas in Texas?
Several large asset managers and financial firms with Texas offices have sponsored TN visas for investment management professionals, including Invesco (headquartered in Dallas), BlackRock, Fidelity Investments, and Charles Schwab. Regional investment firms and insurance-linked asset managers in Houston also participate in TN sponsorship. Sponsorship practices vary by employer and role, so confirming with each company's HR or legal team is essential.
Which cities in Texas have the most investment management TN sponsorship jobs?
Dallas and Fort Worth lead in investment management TN sponsorship activity, driven by the concentration of major asset managers, private equity firms, and insurance companies in the area. Houston is a strong secondary market, particularly for energy-focused investment and portfolio management roles. Austin has grown steadily as financial services firms expand there, though its investment management footprint remains smaller than Dallas.
What types of investment management roles typically qualify for TN sponsorship?
Roles that consistently qualify for TN sponsorship under the Financial Analyst category include portfolio analyst, investment analyst, equity research analyst, risk analyst, and quantitative analyst positions. These roles generally require a bachelor's degree or higher in finance, economics, mathematics, or a related field. Positions that are primarily sales-oriented or relationship management-focused may face more scrutiny, as TN eligibility is tied to the specific USMCA occupation category.
How do I find investment management TN sponsorship jobs in Texas?
Migrate Mate is built specifically for this search, letting you filter investment management jobs in Texas by TN visa sponsorship so you're only seeing roles where employers have indicated willingness to sponsor. This saves significant time compared to applying broadly and asking about sponsorship later. Canadian and Mexican nationals should also look for firms with existing TN petition history, as repeat sponsoring employers tend to move through the process more efficiently.
Are there any Texas-specific considerations for TN sponsorship in investment management?
Texas has no state income tax, which is a practical consideration for Canadian nationals comparing net compensation with home-country earnings. From an immigration standpoint, Texas-based employers follow the same federal TN process as any other state. However, Dallas and Houston have large concentrations of regulated financial firms, meaning some roles may require FINRA licensing or SEC registration, which are separate from TN status but affect day-to-day job duties and eligibility.
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