Investment Specialist Jobs in USA with Visa Sponsorship
Investment Specialist roles qualify for H-1B visa sponsorship as a specialty occupation requiring a finance, economics, or related bachelor's degree. Employers file a Labor Condition Application before your visa petition, and many firms with active portfolio management or wealth advisory teams sponsor regularly.
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Job Summary:
The Sales Incentives Specialist fosters relationships with internal stakeholders and partners to develop, deliver and manage incentive investment programs to drive mutual business objectives and desired outcomes. The role is responsible for articulating the unique value proposition of CDW’s Sales Incentives program to align with partner and CDW sales segment strategies. The Sales Incentives Specialist is also responsible for coordinating program effectiveness reporting and making strategic recommendations. This role works directly with CDW’s PPM, Sales, and Finance organizations as well as with partners.
What you’ll do:
- Meet or exceed financial results specific to the role’s function and area of responsibility.
- Be the subject matter expert relative to sales incentive strategy to maximize Partner sales incentives investment.
- Be the subject matter expert on CDW’s Achieve More Portal (AMP) incentive platform for both internal and external stakeholders.
- Engage regularly with assigned partners to ensure CDW and partner stakeholders are up to date on all issues and initiatives related to a partner's incentive investment at CDW.
- Proficiently position CDW investment opportunities to both internal and external customers.
- Uncover, qualify, position, negotiate, and close investment opportunities to achieve CDW’s financial goals.
- Communicate program results tied to CDW’s incentive performance to both internal and external customers.
- Deliver a bi-quarterly forecast of gross spiff investment for assigned book of business.
- Track, analyze, and provide regular updates on assigned book of business to leadership.
- Deliver excellent experiences for both internal and external incentive program stakeholders.
- Develop a knowledge of CDW’s category and partner go to market strategies and funding sources.
- Conduct trainings on Sales Incentive program guidelines, processes, and tools to both internal and external stakeholders.
- Analyze data to make business decisions.
- Identify challenges or risk in the business and escalate to leadership for review.
What we expect of you:
- Bachelor’s degree and 2 years sales/marketing experience OR 6 years’ experience in sales, marketing
Preferred skills, experience and qualities needed:
- Proficient communication, project management, and organizational skills.
- Ability to effectively interact and present to all levels of stakeholders.
- Ability to conduct and favorably close negotiations.
- Self-motivated with a history of working independently.
- Ability to build and maintain working relationships.
- Proven record of multitasking and identifying priorities.
- Demonstrated financial and analytical skills.
- Exceptional attention to detail.
- Proficient in Microsoft Office applications, particularly Excel.
- Previous experience in the technology industry.
- Sales incentives experience.
Pay range: $71,000 - $100,000 depending on experience and skill set
Benefits overview: https://cdw.benefit-info.com/
Salary ranges may be subject to geographic differentials
CDW is committed to being an AI-fluent organization
We’re looking for people who bring curiosity, a learner’s mindset, and a willingness to engage with ever-evolving technology and tools. We value adopting AI as a partner, openness to experimentation, and a shared interest in learning together on AI. Our goal is to create a culture where AI enhances—not replaces—human creativity and decision-making. You don’t need to be an expert today; what matters is your readiness to explore, adapt, and grow with us as we integrate AI responsibly and effectively into our work. Additionally, CDW is committed to fostering an equitable, transparent, and respectful hiring process for all applicants. During our application process, our goal is to understand your experience, strengths, skills, and qualifications. As an AI forward company, we see AI not just as a tool, but as a catalyst for new ways of thinking, creating, and communicating. We encourage candidates to embrace an AI mindset, one that’s curious, adaptive, and ready to explore what’s possible. We welcome thoughtful use of AI to expand your perspective and elevate how you share your story, while ensuring your application remains rooted in your own background, judgment, and voice.
About us
CDW is a Fortune 500 technology solutions provider that helps businesses, government, education, and healthcare organizations achieve what’s possible through technology. What makes CDW different isn’t just what we do—it’s how we do it. At CDW we act as one—building trust, speaking candidly, and working together to achieve more. We play to win—focusing on what matters most and delivering for our customers. And we think forward—staying curious, moving fast, and continuously learning. We believe meaningful work happens when people feel supported, heard, and empowered to contribute. That’s why we think of ourselves as coworkers, not just employees—working together to solve complex challenges and deliver real impact for our customers and communities.
As a full-stack, full-lifecycle technology partner, CDW brings deep expertise, strong relationships, and broad industry knowledge to help turn ideas into outcomes. When you join CDW, you become part of a collaborative environment where your work matters, your growth is supported, and your contributions help shape what’s next.
Together, we deliver the full promise of what technology can do. Together, we Make Amazing Happen.
CDW is an equal opportunity employer. All qualified applicants will receive consideration for employment without regards to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status or any other basis prohibited by state and local law.
Description
Job Summary:
The Sales Incentives Specialist fosters relationships with internal stakeholders and partners to develop, deliver and manage incentive investment programs to drive mutual business objectives and desired outcomes. The role is responsible for articulating the unique value proposition of CDW’s Sales Incentives program to align with partner and CDW sales segment strategies. The Sales Incentives Specialist is also responsible for coordinating program effectiveness reporting and making strategic recommendations. This role works directly with CDW’s PPM, Sales, and Finance organizations as well as with partners.
What you’ll do:
- Meet or exceed financial results specific to the role’s function and area of responsibility.
- Be the subject matter expert relative to sales incentive strategy to maximize Partner sales incentives investment.
- Be the subject matter expert on CDW’s Achieve More Portal (AMP) incentive platform for both internal and external stakeholders.
- Engage regularly with assigned partners to ensure CDW and partner stakeholders are up to date on all issues and initiatives related to a partner's incentive investment at CDW.
- Proficiently position CDW investment opportunities to both internal and external customers.
- Uncover, qualify, position, negotiate, and close investment opportunities to achieve CDW’s financial goals.
- Communicate program results tied to CDW’s incentive performance to both internal and external customers.
- Deliver a bi-quarterly forecast of gross spiff investment for assigned book of business.
- Track, analyze, and provide regular updates on assigned book of business to leadership.
- Deliver excellent experiences for both internal and external incentive program stakeholders.
- Develop a knowledge of CDW’s category and partner go to market strategies and funding sources.
- Conduct trainings on Sales Incentive program guidelines, processes, and tools to both internal and external stakeholders.
- Analyze data to make business decisions.
- Identify challenges or risk in the business and escalate to leadership for review.
What we expect of you:
- Bachelor’s degree and 2 years sales/marketing experience OR 6 years’ experience in sales, marketing
Preferred skills, experience and qualities needed:
- Proficient communication, project management, and organizational skills.
- Ability to effectively interact and present to all levels of stakeholders.
- Ability to conduct and favorably close negotiations.
- Self-motivated with a history of working independently.
- Ability to build and maintain working relationships.
- Proven record of multitasking and identifying priorities.
- Demonstrated financial and analytical skills.
- Exceptional attention to detail.
- Proficient in Microsoft Office applications, particularly Excel.
- Previous experience in the technology industry.
- Sales incentives experience.
Pay range: $71,000 - $100,000 depending on experience and skill set
Benefits overview: https://cdw.benefit-info.com/
Salary ranges may be subject to geographic differentials
CDW is committed to being an AI-fluent organization
We’re looking for people who bring curiosity, a learner’s mindset, and a willingness to engage with ever-evolving technology and tools. We value adopting AI as a partner, openness to experimentation, and a shared interest in learning together on AI. Our goal is to create a culture where AI enhances—not replaces—human creativity and decision-making. You don’t need to be an expert today; what matters is your readiness to explore, adapt, and grow with us as we integrate AI responsibly and effectively into our work. Additionally, CDW is committed to fostering an equitable, transparent, and respectful hiring process for all applicants. During our application process, our goal is to understand your experience, strengths, skills, and qualifications. As an AI forward company, we see AI not just as a tool, but as a catalyst for new ways of thinking, creating, and communicating. We encourage candidates to embrace an AI mindset, one that’s curious, adaptive, and ready to explore what’s possible. We welcome thoughtful use of AI to expand your perspective and elevate how you share your story, while ensuring your application remains rooted in your own background, judgment, and voice.
About us
CDW is a Fortune 500 technology solutions provider that helps businesses, government, education, and healthcare organizations achieve what’s possible through technology. What makes CDW different isn’t just what we do—it’s how we do it. At CDW we act as one—building trust, speaking candidly, and working together to achieve more. We play to win—focusing on what matters most and delivering for our customers. And we think forward—staying curious, moving fast, and continuously learning. We believe meaningful work happens when people feel supported, heard, and empowered to contribute. That’s why we think of ourselves as coworkers, not just employees—working together to solve complex challenges and deliver real impact for our customers and communities.
As a full-stack, full-lifecycle technology partner, CDW brings deep expertise, strong relationships, and broad industry knowledge to help turn ideas into outcomes. When you join CDW, you become part of a collaborative environment where your work matters, your growth is supported, and your contributions help shape what’s next.
Together, we deliver the full promise of what technology can do. Together, we Make Amazing Happen.
CDW is an equal opportunity employer. All qualified applicants will receive consideration for employment without regards to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status or any other basis prohibited by state and local law.
See all 257+ Investment Specialist Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Investment Specialist roles.
Get Access To All JobsTips for Finding Visa Sponsorship as an Investment Specialist
Frame your credentials around specialty occupation
Your degree field must directly relate to investment analysis or portfolio management. A finance, economics, or accounting degree maps cleanly. If yours is in a related discipline, prepare a credential evaluation that draws the connection explicitly before you apply.
Use OFLC Wage Search to benchmark your offer
Your employer's LCA must certify a wage at or above the prevailing wage for your location and role. Pull the Level I through Level IV wage ranges from OFLC Wage Search so you can spot whether an offer clears the threshold before it reaches USCIS.
Target firms with dedicated compliance infrastructure
Registered investment advisers, broker-dealers, and asset managers filing with the SEC tend to have HR and legal teams already familiar with LCA and I-129 requirements. Boutique shops without compliance staff often stall at the filing stage, not the offer stage.
Find sponsors through Migrate Mate's verified employer data
Search Migrate Mate for Investment Specialist roles at employers with confirmed LCA filing history. Seeing which firms have filed for this occupation code tells you where sponsorship is an established process, not an experiment.
Clarify PERM requirements before accepting a role
If your employer plans to sponsor you for a green card after the H-1B, they must run a PERM labor certification showing no qualified U.S. workers were available. Ask during offer negotiations whether the firm has run PERM before and whether the role is substantively similar to what you'd be doing.
Understand how the H-1B lottery affects your start date
H-1B petitions are subject to an annual cap and selection process, with rules that have changed recently. If you're not already in H-1B status, factor in that your earliest possible start date at a cap-subject employer is October 1 of the fiscal year following selection.
Frequently Asked Questions
Does an Investment Specialist role qualify as a specialty occupation for H-1B purposes?
Yes. Investment Specialist positions typically require theoretical and practical application of a body of highly specialized knowledge in finance, economics, or a directly related field, which meets USCIS's specialty occupation standard. The employer must document in the LCA and I-129 that a bachelor's degree in a specific discipline is a minimum requirement for entry into the role, not just a preference.
Which visa types are realistic for Investment Specialist candidates seeking sponsorship?
H-1B is the most common path for Investment Specialists. Australian citizens can pursue the E-3 visa, which has no lottery and renews indefinitely every two years. Canadian and Mexican nationals in qualifying finance roles may be eligible for TN visa status under the USMCA economist category, though the role title and duties must align closely with that classification.
What degree does an Investment Specialist need for visa sponsorship?
USCIS requires a U.S. bachelor's degree or its equivalent in a field directly related to the position. Finance, economics, accounting, mathematics, or business administration with a finance concentration all qualify. A general business degree without a finance specialization may draw a Request for Evidence, so having transcripts that show relevant coursework is important.
How do I find Investment Specialist roles at employers who actively sponsor visas?
Migrate Mate shows Investment Specialist positions at employers with verified LCA filing history, so you can focus your applications on firms that have already run the sponsorship process for this type of role.
Does a Series 7 or CFA designation affect my H-1B eligibility as an Investment Specialist?
Professional licenses like the Series 7 and designations like the CFA don't directly determine H-1B eligibility, but they strengthen the specialty occupation argument by demonstrating the role requires specialized knowledge. Employers can reference these credentials in the support letter to reinforce that the position demands more than a generalist degree, which helps if USCIS issues a Request for Evidence.
What is the prevailing wage requirement for sponsored Investment Specialist 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.