Investment Director Jobs in USA with Visa Sponsorship
Investment Director roles qualify as H-1B visa specialty occupations, requiring at least a bachelor's degree in finance, economics, or a related field. Employers file a Labor Condition Application before sponsoring, and most large asset managers and private equity firms have active LCA filing histories to verify before you apply.
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Get Access To All JobsINTRODUCTION
CLA is a top 10 national professional services firm whose purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.
CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.
CLA is currently seeking a Managing Director of Investment Banking to join our team. The Managing Director leads and oversees the generation and execution of a variety of M&A transactions and drives strategic initiatives. They are responsible for initiating new client relationships and leading sub-sector and/or geographic coverage initiatives. They manage deal pipeline and provide marketing to existing and new potential clients while overseeing preparation and delivery of presentations. They are responsible for all aspects of a transaction life cycle: client sourcing, due diligence, negotiations, valuation analyses, and transaction closings.
How you'll create opportunities in this role:
- Serve as the head representative in client interactions by offering strategic guidance
- Proactively move processes forward and oversee day-to-day deal execution on behalf of the client and the firm.
- Focus on business development, long term coverage and deal origination with an established pipeline and demonstrated traction.
- Communicate regulatory, financial information and complex strategic issues in a clear, concise and relevant manner to assist and guide decision-makers in corporate finance transactions.
- Lead and win pitches through confident delivery and strategic thought leadership.
- Develop, maintain, and manage positive client, internal CLA family member, and external professional service partner relationships through travel, regular presentations, and timely communication.
- Leverage and coordinate industry knowledge and expertise to ensure exceptional service for clients.
Collaborate with leadership to align the investment banking strategy with the overall business objectives.
Develop deep industry expertise and implement sub-sector related coverage strategy directly with business owners and with professional service partners.
Participate in the recruitment, development and training of junior team members.
BASIC QUALIFICATIONS
- 10 years of relevant experience required.
- Experience with leading M&A Transactions for middle-market companies preferred.
- Bachelor’s degree in Business, Finance, or a related field required.
- SIE and Series 79 license required (or equivalent); Series 63 if required by state law. Series 82 preferred.
Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact the position of pay within the range.
The compensation range for this position in Washington is: $150,000 - $400,000.
WELLNESS AT CLA
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
INTRODUCTION
CLA is a top 10 national professional services firm whose purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.
CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.
CLA is currently seeking a Managing Director of Investment Banking to join our team. The Managing Director leads and oversees the generation and execution of a variety of M&A transactions and drives strategic initiatives. They are responsible for initiating new client relationships and leading sub-sector and/or geographic coverage initiatives. They manage deal pipeline and provide marketing to existing and new potential clients while overseeing preparation and delivery of presentations. They are responsible for all aspects of a transaction life cycle: client sourcing, due diligence, negotiations, valuation analyses, and transaction closings.
How you'll create opportunities in this role:
- Serve as the head representative in client interactions by offering strategic guidance
- Proactively move processes forward and oversee day-to-day deal execution on behalf of the client and the firm.
- Focus on business development, long term coverage and deal origination with an established pipeline and demonstrated traction.
- Communicate regulatory, financial information and complex strategic issues in a clear, concise and relevant manner to assist and guide decision-makers in corporate finance transactions.
- Lead and win pitches through confident delivery and strategic thought leadership.
- Develop, maintain, and manage positive client, internal CLA family member, and external professional service partner relationships through travel, regular presentations, and timely communication.
- Leverage and coordinate industry knowledge and expertise to ensure exceptional service for clients.
Collaborate with leadership to align the investment banking strategy with the overall business objectives.
Develop deep industry expertise and implement sub-sector related coverage strategy directly with business owners and with professional service partners.
Participate in the recruitment, development and training of junior team members.
BASIC QUALIFICATIONS
- 10 years of relevant experience required.
- Experience with leading M&A Transactions for middle-market companies preferred.
- Bachelor’s degree in Business, Finance, or a related field required.
- SIE and Series 79 license required (or equivalent); Series 63 if required by state law. Series 82 preferred.
Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact the position of pay within the range.
The compensation range for this position in Washington is: $150,000 - $400,000.
WELLNESS AT CLA
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
See all 389+ Investment Director Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Investment Director roles.
Get Access To All JobsTips for Finding Investment Director Jobs
Frame your credentials around specialty occupation
Your degree must directly relate to investment management, not just business broadly. A finance, economics, or quantitative analysis degree strengthens your H-1B specialty occupation case. Document any CFA, CAIA, or FRM designations, as they reinforce the specialized knowledge argument USCIS scrutinizes at this level.
Verify LCA filings before targeting firms
Use the OFLC Wage Search to confirm a firm has filed Labor Condition Applications for investment management roles. Firms that have never filed an LCA for your occupation are unlikely to build that infrastructure for one candidate, no matter how strong your background is.
Search verified sponsors on Migrate Mate
Migrate Mate shows employers with confirmed LCA sponsorship history filtered to roles matching Investment Director. This saves you from applying to firms that list senior finance titles but have no history of sponsoring foreign nationals at the director level.
Align your compensation expectation with prevailing wage
Your employer's LCA must certify your offered wage meets or exceeds the DOL prevailing wage for your location and occupation level. At the Director level, this typically lands in Wage Level III or IV. Misalignment between your offer and prevailing wage is a common H-1B RFE trigger.
Anticipate the EB-2 PERM path early
Many Investment Directors pursue an EB-2 green card, which requires PERM labor certification. Your employer must demonstrate no qualified U.S. workers are available for the role. Starting PERM discussions before your H-1B hits the six-year cap keeps your options open without a gap in status.
Prepare for nonimmigrant intent questions at renewal
Unlike H-1B, E-3 visa and TN visas require demonstrating nonimmigrant intent at every renewal. If you're a Canadian or Mexican national using a TN, your Investment Director role must appear on the USMCA profession list under an eligible category, and you can't simultaneously pursue a green card.
Frequently Asked Questions
Does an Investment Director role qualify for H-1B sponsorship?
Yes, Investment Director is a specialty occupation under USCIS criteria because it typically requires at least a bachelor's degree in finance, economics, or a directly related field. USCIS will expect the employer to demonstrate the role's complexity and that the degree requirement is standard for the position, not simply preferred.
Which visa types can employers use to sponsor an Investment Director?
H-1B is the most common path and covers the broadest range of employers. Australian nationals can use the E-3 visa, which has no lottery and renews indefinitely every two years. Canadian and Mexican nationals may qualify under TN visa if the role maps cleanly to an eligible USMCA profession. Each visa has distinct employer filing requirements.
How do I find Investment Director jobs where employers will sponsor a visa?
Search on Migrate Mate, which lists employers with verified LCA sponsorship history for roles at this level. Sponsorship at the director level is more selective than at junior grades, so targeting firms with a documented track record of filing for senior investment management positions significantly improves your chances of a productive application.
Does a CFA or other professional designation help my sponsorship case?
Designations like the CFA strengthen your H-1B petition by reinforcing the specialized nature of the role. USCIS looks for evidence that the position requires theoretical and practical application of highly specialized knowledge. A CFA or CAIA, combined with a relevant degree, helps counter any RFE arguing the role doesn't meet specialty occupation standards.
Can an employer sponsor an Investment Director for a green card instead of a work visa?
Yes. Most Investment Director candidates pursue an EB-2 green card through PERM labor certification, which requires the employer to conduct a formal recruitment process and demonstrate no qualified U.S. workers are available. Some candidates with exceptional track records in portfolio management or fund strategy may qualify for EB-1A extraordinary ability or EB-2 National Interest Waiver without employer sponsorship.
What is the prevailing wage requirement for sponsored Investment Director 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.