Retirement Plan Consultant Jobs in USA with Visa Sponsorship
Retirement Plan Consultant roles qualify for H-1B visa sponsorship as specialty occupations requiring a bachelor's degree in finance, accounting, or a related field. Employers in benefits administration, financial services, and consulting firms actively sponsor these positions year-round, with no lottery uncertainty for E-3 visa or TN visa holders. For detailed occupation requirements, see the O*NET profile.
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Get Access To All JobsINTRODUCTION
Northwell is seeking an experienced investment professional to join Northwell’s Investment Office as Director of Retirement Plan Defined Contribution (DC) Investments. Northwell seeks an exceptional individual who will be a key member of the Investment Office, working closely with the Health System’s Investment Committee and external consultants reviewing Defined Contribution (DC) investment offerings, fees, target date funds, retirement income solutions, investment policy statements and selecting & monitoring investment managers for the defined contribution plans.
ROLE AND RESPONSIBILITIES
Principal Accountabilities
-
Defined Contribution (DC) Asset Management:
-
Works as a key member of the Investment Office reporting to VP Investments.
-
Oversees DC investments:
- Monitors all DC managers, holds update calls, provides summaries to senior management.
- Analyzes investment drivers of performance results, attribution and risks, identifies issues.
- Identifies and monitors portfolio risks at manager, portfolio and system levels.
- Evaluates and recommends DC plan structure and investment lineup design.
- Conducts periodic recordkeeper RFPs to ensure best available fees and services.
- Performs regular benchmarking of investment management and recordkeeping fees.
-
Investment Committee and Subcommittee Participation:
- Prepares agendas and participates in Committee/Subcommittee meetings.
- Interacts directly with Trustees, consultants, managers on investment issues.
-
Prepares reports and participates in presentations to Trustees and senior management. Provides regular communications to key stakeholders (internal and external) regarding all aspects of the DC investment programs.
- Builds strong working relationships with colleagues at all levels (internal and external).
-
Utilizes logical, fact-based analytical tools to articulate and overcome objections and solves complex problems using multiple problem-solving tools and techniques.
-
Organization & Governance
-
Upholds and communicates the mission, vision and values of the Health System.
-
Works to create a culture of integrity, quality and engagement.
-
Compliance Management
-
Ensures compliance with federal, state and local regulations and tax laws. Tracks and assesses the impact of DOL guidance and other legislative and regulatory developments on DC plan design and investments.
-
Oversees the development, review and distribution of reports and procedural statements which ensure regulatory and policy compliance.
-
Participates in investment industry conferences/educational programs. Performs related duties, as required.
BASIC QUALIFICATIONS
- Bachelor’s Degree in Finance or related field, required. MBA, CFA, CAIA preferred.
- Minimum of seven (7) to ten (10) years of experience in large fund investment management. Experience in corporate, pension, healthcare, consulting or investment management, with a fiduciary mindset required. Experience in several of these environments, preferred.
- Experience working with an involved and senior level Board Committee, preferred.
- Experience with plan mergers, consolidations, or transitions, preferred.
- Industry, Investment, Participant Knowledge:
- Knowledge of important DC industry & regulatory issues, litigation risks, QDIA-selection/target date funds, CITs, key recordkeeping issues and custodians, required.
- Knowledge of modern portfolio theory, risk controls, active versus passive management, performance attribution & benchmarking, required.
- Knowledge of key factors in evaluating manager performance across stable value, equities, fixed income, REITS and alternative investments, required. Proficiency with investment analytics and risk tools, preferred.
- Knowledge of participant demographics, behavioral finance applications & participant outcomes, custom target date funds, managed accounts and thorough understanding of retirement income solutions/decumulation, preferred.
- Experience negotiating investment management agreements, guidelines, fees, required.
- Fiduciary mindset, extremely strong analytical/intellectual skills and business acumen.
- Strong verbal and written communication skills.
PERSONAL CHARACTERISTICS
The Director of Retirement Plan (DC) Investments will possess the following characteristics:
- A highly visible, ethical and diplomatic leader with interpersonal skills and intellect.
- A dynamic and innovative individual with a strong sense of self, and the ability to be an active listener and demonstrate great respect for others.
- Empathetic; possessing the ability to be both collaborative and engaging, while interacting with diverse backgrounds.
- Energetic; with a passion for and profound commitment to the work of Northwell Health.
ADDITIONAL SALARY DETAIL
The salary range and/or hourly rate listed is a good faith determination of potential base compensation that may be offered to a successful applicant for this position at the time of this job advertisement and may be modified in the future. When determining a team member's base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity).
INTRODUCTION
Northwell is seeking an experienced investment professional to join Northwell’s Investment Office as Director of Retirement Plan Defined Contribution (DC) Investments. Northwell seeks an exceptional individual who will be a key member of the Investment Office, working closely with the Health System’s Investment Committee and external consultants reviewing Defined Contribution (DC) investment offerings, fees, target date funds, retirement income solutions, investment policy statements and selecting & monitoring investment managers for the defined contribution plans.
ROLE AND RESPONSIBILITIES
Principal Accountabilities
-
Defined Contribution (DC) Asset Management:
-
Works as a key member of the Investment Office reporting to VP Investments.
-
Oversees DC investments:
- Monitors all DC managers, holds update calls, provides summaries to senior management.
- Analyzes investment drivers of performance results, attribution and risks, identifies issues.
- Identifies and monitors portfolio risks at manager, portfolio and system levels.
- Evaluates and recommends DC plan structure and investment lineup design.
- Conducts periodic recordkeeper RFPs to ensure best available fees and services.
- Performs regular benchmarking of investment management and recordkeeping fees.
-
Investment Committee and Subcommittee Participation:
- Prepares agendas and participates in Committee/Subcommittee meetings.
- Interacts directly with Trustees, consultants, managers on investment issues.
-
Prepares reports and participates in presentations to Trustees and senior management. Provides regular communications to key stakeholders (internal and external) regarding all aspects of the DC investment programs.
- Builds strong working relationships with colleagues at all levels (internal and external).
-
Utilizes logical, fact-based analytical tools to articulate and overcome objections and solves complex problems using multiple problem-solving tools and techniques.
-
Organization & Governance
-
Upholds and communicates the mission, vision and values of the Health System.
-
Works to create a culture of integrity, quality and engagement.
-
Compliance Management
-
Ensures compliance with federal, state and local regulations and tax laws. Tracks and assesses the impact of DOL guidance and other legislative and regulatory developments on DC plan design and investments.
-
Oversees the development, review and distribution of reports and procedural statements which ensure regulatory and policy compliance.
-
Participates in investment industry conferences/educational programs. Performs related duties, as required.
BASIC QUALIFICATIONS
- Bachelor’s Degree in Finance or related field, required. MBA, CFA, CAIA preferred.
- Minimum of seven (7) to ten (10) years of experience in large fund investment management. Experience in corporate, pension, healthcare, consulting or investment management, with a fiduciary mindset required. Experience in several of these environments, preferred.
- Experience working with an involved and senior level Board Committee, preferred.
- Experience with plan mergers, consolidations, or transitions, preferred.
- Industry, Investment, Participant Knowledge:
- Knowledge of important DC industry & regulatory issues, litigation risks, QDIA-selection/target date funds, CITs, key recordkeeping issues and custodians, required.
- Knowledge of modern portfolio theory, risk controls, active versus passive management, performance attribution & benchmarking, required.
- Knowledge of key factors in evaluating manager performance across stable value, equities, fixed income, REITS and alternative investments, required. Proficiency with investment analytics and risk tools, preferred.
- Knowledge of participant demographics, behavioral finance applications & participant outcomes, custom target date funds, managed accounts and thorough understanding of retirement income solutions/decumulation, preferred.
- Experience negotiating investment management agreements, guidelines, fees, required.
- Fiduciary mindset, extremely strong analytical/intellectual skills and business acumen.
- Strong verbal and written communication skills.
PERSONAL CHARACTERISTICS
The Director of Retirement Plan (DC) Investments will possess the following characteristics:
- A highly visible, ethical and diplomatic leader with interpersonal skills and intellect.
- A dynamic and innovative individual with a strong sense of self, and the ability to be an active listener and demonstrate great respect for others.
- Empathetic; possessing the ability to be both collaborative and engaging, while interacting with diverse backgrounds.
- Energetic; with a passion for and profound commitment to the work of Northwell Health.
ADDITIONAL SALARY DETAIL
The salary range and/or hourly rate listed is a good faith determination of potential base compensation that may be offered to a successful applicant for this position at the time of this job advertisement and may be modified in the future. When determining a team member's base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity).
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Get Access To All JobsTips for Finding Visa Sponsorship as a Retirement Plan Consultant
Target ERISA-focused employers
Third-party administrators, recordkeepers, and actuarial consulting firms, like Fidelity, Vanguard, and regional TPA shops, regularly sponsor Retirement Plan Consultants because qualified candidates with ERISA knowledge are genuinely hard to find domestically.
Highlight your compliance and regulatory knowledge
Employers sponsor visas when the role requires specialized expertise they can't easily fill. Demonstrating deep knowledge of ERISA, IRS plan qualification rules, and DOL reporting requirements strengthens the specialty occupation argument for your H-1B petition.
Pursue relevant credentials before applying
Certifications like the QKA, QPA, or ASPPA designations signal genuine expertise to sponsors. They also reinforce the specialty occupation case USCIS scrutinizes during H-1B adjudication, making your petition less likely to receive a Request for Evidence.
Australians and Canadians have a faster path
Australian citizens can apply for the E-3 visa without entering the H-1B lottery, and Canadian citizens qualify for TN status under USMCA. Both allow year-round applications, making Retirement Plan Consultant roles accessible without waiting for April registration windows.
Understand the LCA before negotiating your offer
Your employer must file a Labor Condition Application certifying your wage meets the prevailing level for your location and role. The LCA is certified before your visa petition, so understand how it affects your offer letter and what wage level the employer designates.
Browse sponsoring employers on Migrate Mate
Migrate Mate filters job listings by visa sponsorship type, so you can find Retirement Plan Consultant roles where employers have confirmed willingness to sponsor H-1B, E-3, or TN candidates, saving time you'd otherwise spend screening postings manually.
Frequently Asked Questions
Does a Retirement Plan Consultant role qualify as a specialty occupation for the H-1B?
Yes, Retirement Plan Consultant roles generally qualify as specialty occupations because they require at minimum a bachelor's degree in finance, accounting, economics, or a closely related field. USCIS looks for a direct relationship between the degree and the job duties. Roles focused on ERISA compliance, plan design, and actuarial analysis have a strong specialty occupation argument. Positions described more broadly, such as general financial advisor roles, may face more scrutiny.
Which visa types do employers typically use to sponsor Retirement Plan Consultants?
H-1B visa is the most common path for candidates from most countries, though it requires winning the annual lottery. Australian citizens can pursue the E-3 visa, which has no lottery and allows year-round applications. Canadian and Mexican nationals may qualify for TN visa status under the USMCA. Some senior or uniquely accomplished consultants may also qualify for O-1A classification if they can document extraordinary achievement in the benefits or financial planning field.
What degree do I need to get H-1B sponsorship as a Retirement Plan Consultant?
A bachelor's degree in finance, accounting, economics, actuarial science, or business administration is the standard minimum. Your degree field should logically connect to the specific duties of the role, plan design, compliance testing, fiduciary advisory work, or participant education. If your degree is in an unrelated field, three years of highly specialized work experience can substitute for each year of missing education under USCIS equivalency rules, though this route invites additional scrutiny.
How hard is it for employers to sponsor a Retirement Plan Consultant on an H-1B?
The specialty occupation determination is straightforward for this role when the job description specifically requires a degree in a relevant field. The bigger challenge is the lottery: in recent fiscal years, selection rates have hovered around 20 to 25 percent for regular cap registrations. Employers who are cap-exempt, such as nonprofits, government entities, or universities, can file outside the lottery entirely. Australian and Canadian candidates avoid the lottery altogether through E-3 or TN status.
Where can I find Retirement Plan Consultant jobs that offer visa sponsorship?
Migrate Mate lists Retirement Plan Consultant roles specifically filtered by visa sponsorship type, so you can see which employers are open to sponsoring H-1B, E-3, or TN candidates without sifting through postings that don't apply to your situation. This is the most direct way to identify employers already familiar with the sponsorship process for this role type, which matters because working with a sponsor who understands ERISA hiring adds efficiency to an already complex process.
What is the prevailing wage requirement for sponsored Retirement Plan Consultant 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.