Senior Implementation Specialist Jobs in USA with Visa Sponsorship
Senior Implementation Specialist roles qualify as specialty occupations under the H-1B visa, E-3 visa, and H-1B1 visas, since employers consistently require a bachelor's degree in computer science, information systems, or a related field. Many mid-to-large technology and enterprise software firms file LCAs for this title regularly, making verified sponsorship history a practical filter for your job search. For detailed occupation requirements, see the O*NET profile.
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Get Access To All JobsLocation: Austin, TX ; Westlake, TX
Requisition ID 2026-128978
Category Sales & Relationship Management
Position type Regular
Pay range USD $31.25 - $43.27 / Hour
Application deadline 2026-11-16
Your opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s). Charles Schwab Trust Bank provides trust, custody, trading, and technical services to retirement plan sponsors, investment advisors, independent recordkeepers, and third-party administrators. As a Senior Conversion and Implementation Specialist, you will lead the onboarding of employer-sponsored retirement plans and guide clients through complex transitions to Schwab as successor custodian and paying agent. You will own assigned new-account opportunities from initial inquiry through implementation, coordinating account documentation, investments, asset transfers, data, reporting, and operational setup. This visible, client-facing role requires sound judgment, clear communication, and the ability to build trusted relationships with clients, attorneys, recordkeepers, advisors, and internal partners.
What you’ll do
- Lead consultative onboarding engagements for retirement plan clients and business partners
- Guide the setup of retirement plans on the Trust Bank platform using multiple applications and workflows
- Lead client meetings and translate complex retirement plan, transfer, and account setup requirements into clear next steps
- Coordinate in-kind asset transfers from prior custodians and resolve aging transfer requests through completion
- Collect, review, and validate new-account agreements, fund attachment documentation, and supporting records
- Partner across internal teams to confirm accounts are established with the correct products, services, data, reporting, and operational requirements
- Research issues, identify root causes, document findings for quality control and audit partners, and drive timely resolution
- Monitor Salesforce queues and project deliverables to support accurate data, strong execution, and a seamless client experience
What you have
Required Qualifications
- Minimum of 4 years of progressive financial services experience in a client-facing, operations, conversion, onboarding, trust and custody, recordkeeping, or retirement plan services role
- Working knowledge of qualified retirement plans, ERISA, Department of Labor requirements, plan onboarding, and trust and custody services
- Experience leading complex client conversations and projects involving multiple accounts, transfers, documents, and cross-functional partners
- Strong analytical, research, problem-resolution, written communication, and organizational skills
- Ability to manage competing priorities, work independently, meet deadlines, and maintain accuracy in a fast-moving environment
Preferred Qualifications
- Bachelor’s degree in finance, economics, business administration, or a related field
- Understanding of investments, trading, asset transfers, and the operational considerations involved in transitioning retirement plan business
- Advanced proficiency with Microsoft Office, especially Excel, and experience using Salesforce or other CRM and database systems
- Professional presence, intellectual curiosity, emotional intelligence, and an ownership mindset, with the ability to build trust and navigate sensitive client situations
- Ability to identify process gaps, anticipate downstream impacts, and communicate practical improvements to management and leadership
Designation requirement: The selected candidate will be required to obtain an ASPPA designation if they do not already hold one.
Additional requirement: This position may require overtime during critical production periods.
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: Austin, TX ; Westlake, TX
Requisition ID 2026-128978
Category Sales & Relationship Management
Position type Regular
Pay range USD $31.25 - $43.27 / Hour
Application deadline 2026-11-16
Your opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s). Charles Schwab Trust Bank provides trust, custody, trading, and technical services to retirement plan sponsors, investment advisors, independent recordkeepers, and third-party administrators. As a Senior Conversion and Implementation Specialist, you will lead the onboarding of employer-sponsored retirement plans and guide clients through complex transitions to Schwab as successor custodian and paying agent. You will own assigned new-account opportunities from initial inquiry through implementation, coordinating account documentation, investments, asset transfers, data, reporting, and operational setup. This visible, client-facing role requires sound judgment, clear communication, and the ability to build trusted relationships with clients, attorneys, recordkeepers, advisors, and internal partners.
What you’ll do
- Lead consultative onboarding engagements for retirement plan clients and business partners
- Guide the setup of retirement plans on the Trust Bank platform using multiple applications and workflows
- Lead client meetings and translate complex retirement plan, transfer, and account setup requirements into clear next steps
- Coordinate in-kind asset transfers from prior custodians and resolve aging transfer requests through completion
- Collect, review, and validate new-account agreements, fund attachment documentation, and supporting records
- Partner across internal teams to confirm accounts are established with the correct products, services, data, reporting, and operational requirements
- Research issues, identify root causes, document findings for quality control and audit partners, and drive timely resolution
- Monitor Salesforce queues and project deliverables to support accurate data, strong execution, and a seamless client experience
What you have
Required Qualifications
- Minimum of 4 years of progressive financial services experience in a client-facing, operations, conversion, onboarding, trust and custody, recordkeeping, or retirement plan services role
- Working knowledge of qualified retirement plans, ERISA, Department of Labor requirements, plan onboarding, and trust and custody services
- Experience leading complex client conversations and projects involving multiple accounts, transfers, documents, and cross-functional partners
- Strong analytical, research, problem-resolution, written communication, and organizational skills
- Ability to manage competing priorities, work independently, meet deadlines, and maintain accuracy in a fast-moving environment
Preferred Qualifications
- Bachelor’s degree in finance, economics, business administration, or a related field
- Understanding of investments, trading, asset transfers, and the operational considerations involved in transitioning retirement plan business
- Advanced proficiency with Microsoft Office, especially Excel, and experience using Salesforce or other CRM and database systems
- Professional presence, intellectual curiosity, emotional intelligence, and an ownership mindset, with the ability to build trust and navigate sensitive client situations
- Ability to identify process gaps, anticipate downstream impacts, and communicate practical improvements to management and leadership
Designation requirement: The selected candidate will be required to obtain an ASPPA designation if they do not already hold one.
Additional requirement: This position may require overtime during critical production periods.
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
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Sign up for free to unlock all listings, filter by visa type, and get alerts for new Senior Implementation Specialist roles.
Get Access To All JobsTips for Finding Visa Sponsorship as a Senior Implementation Specialist
Frame your degree for specialty occupation
USCIS requires a direct connection between your degree field and the role. A general business degree may not satisfy the specialty occupation standard for a Senior Implementation Specialist, so document how your coursework covered systems integration, ERP platforms, or technical project delivery.
Search LCA data before applying anywhere
Use the OFLC Wage Search to confirm that a company has filed Labor Condition Applications for Implementation Specialist or related titles. Employers who have never filed for this role often aren't aware they need to, which delays offers significantly.
Target enterprise software and ERP vendors specifically
Firms deploying Salesforce, SAP, Oracle, or Workday implementations hire Senior Implementation Specialists at scale and have established LCA and I-129 workflows. Their HR and legal teams already understand the filing process, which shortens the sponsorship conversation at the offer stage.
Use Migrate Mate to find verified sponsors
Find employers with confirmed LCA filing history for implementation roles on Migrate Mate before you spend time on outreach. This cuts out companies that have no prior sponsorship track record and focuses your applications on those already familiar with the process.
Clarify work arrangement during the offer stage
Senior Implementation Specialists frequently work on-site at client locations, which creates LCA worksite compliance issues. Your employer must file an LCA for every worksite where you'll work more than a few days, so raise this with HR before accepting an offer to avoid filing gaps.
Account for PERM timing if targeting a green card
If your employer plans to sponsor you for an EB-2 or EB-3 green card, the PERM labor certification process under DOL typically takes a year or more before the I-140 is even filed. Start this conversation with your employer within your first H-1B period rather than waiting until renewal.
Frequently Asked Questions
Does a Senior Implementation Specialist role qualify as a specialty occupation for H-1B purposes?
Yes, in most cases. USCIS evaluates whether the position normally requires at least a bachelor's degree in a specific field. Senior Implementation Specialist roles at enterprise software companies typically require a degree in computer science, information systems, or business information technology. Generic titles paired with vague job duties can draw a Request for Evidence, so the employer's job description must clearly state the degree requirement and tie it to the technical duties.
Which visas can employers use to sponsor a Senior Implementation Specialist?
The H-1B is the most common path, covering any nationality but subject to an annual cap and selection process. Australian citizens can use the E-3, which has a separate cap that has never been exhausted and requires no lottery. Chilean and Singaporean nationals may qualify for the H-1B1 visa. TN visa is not an available option for this role since Implementation Specialist is not on the USMCA profession list.
How do I find employers who actively sponsor Senior Implementation Specialists?
Migrate Mate lists employers with verified LCA filing history for implementation and technical specialist roles, so you can focus your search on companies that have already navigated the sponsorship process. This is more reliable than applying broadly and discovering late in the process that a company has never filed for a similar position.
Does the client-site nature of this work affect my visa status?
It can. Senior Implementation Specialists often rotate between client locations, which creates LCA compliance requirements. Your sponsoring employer must file an LCA that covers each worksite, and placing you at a third-party client site under certain conditions can raise issues under USCIS guidance on third-party placement. Confirm with your employer's immigration counsel that the work arrangement is documented correctly before your first client engagement.
What degree does an employer need to demonstrate for the specialty occupation standard?
USCIS looks for evidence that the role normally requires a specific bachelor's degree, not just any degree. For Senior Implementation Specialists, employers typically cite degrees in computer science, management information systems, or software engineering. If the employer's own job postings for the same title list only a general degree as acceptable, that inconsistency can be used against the petition in an RFE, so the job description and LCA need to be drafted carefully.
What is the prevailing wage requirement for sponsored Senior Implementation 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.