And Operations Planning Jobs in USA with Visa Sponsorship
Demand planning and operations roles qualify for H-1B visa and E-3 visa sponsorship when tied to a specific analytical or engineering degree. Employers in manufacturing, retail, and tech sponsor these positions regularly, and cap-exempt organizations can hire outside the lottery. For detailed occupation requirements, see the O*NET profile.
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Get Access To All JobsABOUT ROCKEFELLER CAPITAL MANAGEMENT:
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 35 markets throughout the United States, as well as an office in London. The Firm oversees $237 billion in client assets as of August 31, 2026.
POSITION:
The Wealth Planning Operations role will sit on the Investment Reporting team and support the firm's financial planning technology ecosystem. This individual will serve as the primary operational contact for eMoney, ensuring advisors have the platform support, reliable data, and tools needed to deliver financial planning services to clients. The role partners with advisors, technology teams, project managers, and vendors to maintain platform health, improve the user experience, and drive adoption. Over time, the analyst will cross-train on Solovis Risk Pro (formerly Venn by Two Sigma), the firm's portfolio analytics and risk platform, expanding their expertise across financial planning, reporting, and investment technology solutions. The ideal candidate is detail-oriented, highly organized, and an effective communicator with a strong interest in financial technology. Success in this role requires sound judgment, a commitment to data integrity, and the ability to work independently while building strong relationships across internal and external stakeholders.
Responsibilities:
- Serve as the primary administrator and operational support partner for eMoney, including user provisioning, permissions, platform configuration, integrations, and production issue triage.
- Act as the first point of contact for advisor questions, troubleshooting, and escalations related to eMoney functionality, plan-building, and client data setup.
- Monitor data quality and system integrations across eMoney and connected platforms, identifying and resolving reconciliation breaks, sync failures, and other data issues.
- Manage the relationship with eMoney support and account management teams by logging tickets, tracking resolutions, and staying current on platform releases and known issues.
- Partner with technology, project management, vendors, and business stakeholders to evaluate enhancements, support upgrades, and improve platform capabilities.
- Develop and deliver training, documentation, and best-practice resources to increase advisor proficiency, adoption, and self-service.
- Produce operational reporting on platform usage, ticket activity, resolution times, and data quality exceptions, and support ad hoc analysis requests.
- Identify opportunities to streamline workflows, reduce manual data entry, and improve the advisor and client experience.
- Maintain standard operating procedures and ensure platform configuration and client data handling align with firm policies and applicable regulatory requirements.
- Cross-train to provide secondary support for Solovis Risk Pro, including user access, integration monitoring, issue triage, documentation, and advisor assistance.
QUALIFICATIONS
- Bachelor's degree in Finance, Mathematics, Accounting, Economics, Statistics, Data Analytics, Business, or a related field; candidates with other degrees and relevant experience are welcome to apply.
- 3-8+ years of experience in financial services, ideally in wealth management, investment operations, financial planning support, or a client-servicing technology role.
- Direct experience supporting eMoney or a comparable financial planning platform, such as MoneyGuidePro or RightCapital, is strongly preferred.
- Experience supporting a business application or software platform operationally, including system administration, ticketing, user provisioning, or issue tracking.
- Familiarity with custodial platforms such as Fidelity or Schwab and CRM systems such as Microsoft Dynamics 365 or Salesforce.
- Exposure to portfolio analytics or risk platforms such as Solovis, Venn, or BlackRock Aladdin is a plus; willingness to cross-train is required.
SKILLS:
- Strong analytical, problem-solving, troubleshooting, and Excel skills.
- Understanding of financial planning concepts, reporting, and data management platforms.
- Ability to perform reconciliations, manage exceptions, and maintain data accuracy across multiple systems.
- Excellent attention to detail, organizational skills, and commitment to data integrity.
- Strong written and verbal communication skills with the ability to collaborate across teams and stakeholders.
- Self-motivated, intellectually curious, and able to manage multiple priorities in a team-oriented environment.
- Comfort learning and supporting multiple technology platforms concurrently.
COMPENSATION RANGE:
The anticipated base salary range for this role is $85,000 to $125,000. Base salary for the role will depend on several factors, including a candidate’s qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for a discretionary bonus. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more.
DISCLOSURE:
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (“protected characteristics”).
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.
ABOUT ROCKEFELLER CAPITAL MANAGEMENT:
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 35 markets throughout the United States, as well as an office in London. The Firm oversees $237 billion in client assets as of August 31, 2026.
POSITION:
The Wealth Planning Operations role will sit on the Investment Reporting team and support the firm's financial planning technology ecosystem. This individual will serve as the primary operational contact for eMoney, ensuring advisors have the platform support, reliable data, and tools needed to deliver financial planning services to clients. The role partners with advisors, technology teams, project managers, and vendors to maintain platform health, improve the user experience, and drive adoption. Over time, the analyst will cross-train on Solovis Risk Pro (formerly Venn by Two Sigma), the firm's portfolio analytics and risk platform, expanding their expertise across financial planning, reporting, and investment technology solutions. The ideal candidate is detail-oriented, highly organized, and an effective communicator with a strong interest in financial technology. Success in this role requires sound judgment, a commitment to data integrity, and the ability to work independently while building strong relationships across internal and external stakeholders.
Responsibilities:
- Serve as the primary administrator and operational support partner for eMoney, including user provisioning, permissions, platform configuration, integrations, and production issue triage.
- Act as the first point of contact for advisor questions, troubleshooting, and escalations related to eMoney functionality, plan-building, and client data setup.
- Monitor data quality and system integrations across eMoney and connected platforms, identifying and resolving reconciliation breaks, sync failures, and other data issues.
- Manage the relationship with eMoney support and account management teams by logging tickets, tracking resolutions, and staying current on platform releases and known issues.
- Partner with technology, project management, vendors, and business stakeholders to evaluate enhancements, support upgrades, and improve platform capabilities.
- Develop and deliver training, documentation, and best-practice resources to increase advisor proficiency, adoption, and self-service.
- Produce operational reporting on platform usage, ticket activity, resolution times, and data quality exceptions, and support ad hoc analysis requests.
- Identify opportunities to streamline workflows, reduce manual data entry, and improve the advisor and client experience.
- Maintain standard operating procedures and ensure platform configuration and client data handling align with firm policies and applicable regulatory requirements.
- Cross-train to provide secondary support for Solovis Risk Pro, including user access, integration monitoring, issue triage, documentation, and advisor assistance.
QUALIFICATIONS
- Bachelor's degree in Finance, Mathematics, Accounting, Economics, Statistics, Data Analytics, Business, or a related field; candidates with other degrees and relevant experience are welcome to apply.
- 3-8+ years of experience in financial services, ideally in wealth management, investment operations, financial planning support, or a client-servicing technology role.
- Direct experience supporting eMoney or a comparable financial planning platform, such as MoneyGuidePro or RightCapital, is strongly preferred.
- Experience supporting a business application or software platform operationally, including system administration, ticketing, user provisioning, or issue tracking.
- Familiarity with custodial platforms such as Fidelity or Schwab and CRM systems such as Microsoft Dynamics 365 or Salesforce.
- Exposure to portfolio analytics or risk platforms such as Solovis, Venn, or BlackRock Aladdin is a plus; willingness to cross-train is required.
SKILLS:
- Strong analytical, problem-solving, troubleshooting, and Excel skills.
- Understanding of financial planning concepts, reporting, and data management platforms.
- Ability to perform reconciliations, manage exceptions, and maintain data accuracy across multiple systems.
- Excellent attention to detail, organizational skills, and commitment to data integrity.
- Strong written and verbal communication skills with the ability to collaborate across teams and stakeholders.
- Self-motivated, intellectually curious, and able to manage multiple priorities in a team-oriented environment.
- Comfort learning and supporting multiple technology platforms concurrently.
COMPENSATION RANGE:
The anticipated base salary range for this role is $85,000 to $125,000. Base salary for the role will depend on several factors, including a candidate’s qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for a discretionary bonus. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more.
DISCLOSURE:
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (“protected characteristics”).
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.
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Get Access To All JobsTips for Finding And Operations Planning Jobs
Frame your degree as a direct match
Operations planning roles qualify as specialty occupations when the employer requires a degree in supply chain, industrial engineering, or operations research. A general business degree may not satisfy USCIS unless the job posting specifies a field-specific requirement.
Target industries with high sponsorship rates
Manufacturing, semiconductor, consumer goods, and logistics companies file the most LCAs for planning roles. These industries have established immigration infrastructure and regularly sponsor analysts and planners rather than treating it as a one-off exception.
Understand the LCA before your interview
Your employer must file a Labor Condition Application with the Department of Labor before your H-1B petition. It certifies the offered wage meets prevailing levels for your location. Knowing this signals genuine preparation and builds credibility with hiring managers.
Cap-exempt employers remove the lottery risk entirely
Universities, nonprofit research organizations, and government-affiliated entities are exempt from the H-1B cap. If you have a relevant degree, an operations or planning role at a university system or research institute can bypass the lottery completely.
Highlight quantifiable planning outcomes on your resume
Sponsoring employers need to justify the specialty occupation designation to USCIS. Resumes that connect your degree directly to technical forecasting, ERP systems, or statistical modeling give immigration counsel a stronger foundation to build the petition.
Check whether your employer has sponsored similar roles before
Prior H-1B filings for the same or similar job titles at a company are public record via DOL disclosure data. A history of approved planning or operations petitions signals the employer understands the process and is unlikely to withdraw sponsorship midway.
Frequently Asked Questions
Does an operations planning role qualify as an H-1B specialty occupation?
It depends on how the employer defines the position. If the job requires a bachelor's degree or higher in a specific field such as supply chain management, industrial engineering, or operations research, it qualifies. Roles where any bachelor's degree is acceptable regardless of field are harder to approve because USCIS looks for a direct nexus between the degree and the duties.
Which visa types are most commonly used to sponsor operations planning professionals?
H-1B visa is the most common path for non-Australian nationals, though it requires winning the annual lottery. Australian citizens can use the E-3 visa, which has a separate 10,500-slot annual allocation that has never been exhausted. TN visa status covers Canadian and Mexican nationals in specific engineering and analyst categories. L-1 visa is available for intracompany transfers at the same employer.
How can I find employers that have sponsored operations planning roles before?
Migrate Mate is built specifically for this search. It surfaces jobs from employers with a verified sponsorship history, so you can focus applications on companies that have already navigated the process for similar roles rather than hoping a company will sponsor for the first time.
Does a three-year bachelor's degree qualify for H-1B sponsorship in an operations planning role?
USCIS evaluates equivalency on a case-by-case basis. A three-year degree from Australia, India, or the UK may be accepted if combined with relevant work experience or a postgraduate qualification that brings the total to the equivalent of a U.S. four-year degree. Your employer's immigration attorney will typically commission a credentials evaluation from a recognized agency to support the petition.
What is the H-1B approval rate for operations and planning job titles?
USCIS does not publish approval rates by job title, but operations and supply chain roles in manufacturing and technology have historically seen strong approval rates when the specialty occupation argument is well-supported. Denials most often occur when the job description is too broad or the degree requirement is not clearly stated in the offer letter and petition. Working with an experienced immigration attorney and an employer that has prior approvals in similar roles reduces risk significantly.
What is the prevailing wage requirement for sponsored And Operations Planning jobs?
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.