Wealth Management Associate Jobs in USA with Visa Sponsorship
Wealth management associates help high-net-worth clients with investment portfolios, financial planning, and estate strategies. Most positions require H-1B visa sponsorship for international candidates, with employers needing to demonstrate the role requires specialized knowledge in finance, economics, or related fields. For detailed occupation requirements, see the O*NET profile.
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Get Access To All JobsINTRODUCTION
Multi-Asset Solutions, “MAS” is an investing group within the Asset Management Division at Goldman Sachs. MAS is responsible for managing customized multi-asset class portfolios and funds, including discretionary mandates for US and international public pension plans, sovereign wealth funds and insurance companies and providing outsourced CIO services. The team is comprised of professionals with deep and varied investment backgrounds who specialize in designing and implementing customized multi-asset class portfolios. The team applies rigorous techniques to strategic and tactical asset allocation, asset-liability analysis, portfolio design and implementation, risk management, and portfolio reporting and analytics. The team has been managing customized multi-asset class mandates since 1995 as a committed partner to corporate pensions, sovereign wealth funds, healthcare organizations, endowments, foundations, and government institutions.
ROLE:
As a member of the Multi-Asset Solutions Portfolio Management team, this role sits at the intersection of data, AI, and PM Infrastructure—driving the MAS data strategy while partnering directly with the Head of PM Infrastructure & AI Strategy to deliver core platform builds. Working day-to-day with Portfolio Managers, Traders, and Risk, you’ll profile and map positions, risk, performance, and reference data to close gaps, improve reliability, and prototype scalable AI-enabled automation that improves investment workflows and client outcomes.
The ideal candidate is genuinely energized by the transformative potential of AI and emerging technology—driven to self-experiment, prototype, and push the boundaries of what’s possible with data and intelligent automation. This is a high-impact role at the intersection of data, technology, and investment management that will shape how MAS sources, governs, and leverages data across every portfolio, workflow, and AI initiative—directly enhancing investment outcomes, strengthening portfolio performance, and elevating client experience.
CORE RESPONSIBILITIES:
- Build deep domain fluency across MAS portfolio management, trading, risk, and PM Infrastructure to translate investment workflows into clear data and technology requirements.
- Own MAS data strategy and governance across structured and unstructured data (standards, definitions, lineage, controls, stewardship) to improve reliability, reuse, and auditability.
- Lead end-to-end data discovery and mapping across business functions—positions, risk, performance, and reference data—producing a prioritized roadmap to close data gaps across public and private markets.
- Define build-ready requirements and acceptance criteria for PM Infrastructure & AI initiatives, including data quality thresholds, validation rules, and rollout readiness checks.
- Design and execute rigorous testing and output validation for PM Infrastructure & AI builds (reconciliations, edge cases, regression testing) to ensure results meet business expectations and performance benchmarks.
- Identify and scale high-impact opportunities for data and intelligent automation in PM workflows, partnering daily with PMs, Traders, Risk, and Engineering from prototype through production.
- Create executive-ready reporting for the Head of PM Infrastructure & AI Strategy—recurring status updates and dashboards that translate technical progress into decisions, risks, and next steps for senior leadership.
BASIC REQUIREMENTS:
- Bachelor's degree required in a quantitative, technical, or finance-related field (e.g., Computer Science, Data Science, Statistics, Economics, Engineering, or Mathematics).
- 2–4 years of relevant experience in investment management, data science, business intelligence, project management, or a data-focused role within financial services or asset management.
- Excellent project management skills.
- Solid understanding of data concepts including data modeling, data quality frameworks.
- Experience with Python similar scripting languages for data manipulation and analysis is a plus.
- Advanced knowledge of AI/ML concepts, including how data quality and structure impact model performance.
- Strong written and verbal communication skills, with the ability to document technical processes clearly and present findings to both technical and non-technical audiences.
- Highly organized and detail-oriented, with the ability to manage multiple concurrent tasks, meet deadlines, and operate effectively in a fast-paced, collaborative environment.
- Proactive and self-motivated, comfortable taking direction while also identifying issues and opportunities independently.
- Advanced degree, CFA progress, or relevant data certifications a plus.
SALARY RANGE
The expected base salary for this New York, New York, United States-based position is $100,000-$160,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
BENEFITS
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.
WE OFFER BEST-IN-CLASS BENEFITS
Healthcare & Medical Insurance
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.
Holiday & Vacation Policies
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
Financial Wellness & Retirement
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.
Health Services
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.
Fitness
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).
Child Care & Family Care
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Benefits at Goldman Sachs
Read more about the full suite of class-leading benefits our firm has to offer.
OPPORTUNITY OVERVIEW
CORPORATE TITLE
Associate
OFFICE LOCATION(S)
New York
JOB FUNCTION
Trading
DIVISION
Asset & Wealth Management
SALARY RANGE
USD 100,000 - 160,000
INTRODUCTION
Multi-Asset Solutions, “MAS” is an investing group within the Asset Management Division at Goldman Sachs. MAS is responsible for managing customized multi-asset class portfolios and funds, including discretionary mandates for US and international public pension plans, sovereign wealth funds and insurance companies and providing outsourced CIO services. The team is comprised of professionals with deep and varied investment backgrounds who specialize in designing and implementing customized multi-asset class portfolios. The team applies rigorous techniques to strategic and tactical asset allocation, asset-liability analysis, portfolio design and implementation, risk management, and portfolio reporting and analytics. The team has been managing customized multi-asset class mandates since 1995 as a committed partner to corporate pensions, sovereign wealth funds, healthcare organizations, endowments, foundations, and government institutions.
ROLE:
As a member of the Multi-Asset Solutions Portfolio Management team, this role sits at the intersection of data, AI, and PM Infrastructure—driving the MAS data strategy while partnering directly with the Head of PM Infrastructure & AI Strategy to deliver core platform builds. Working day-to-day with Portfolio Managers, Traders, and Risk, you’ll profile and map positions, risk, performance, and reference data to close gaps, improve reliability, and prototype scalable AI-enabled automation that improves investment workflows and client outcomes.
The ideal candidate is genuinely energized by the transformative potential of AI and emerging technology—driven to self-experiment, prototype, and push the boundaries of what’s possible with data and intelligent automation. This is a high-impact role at the intersection of data, technology, and investment management that will shape how MAS sources, governs, and leverages data across every portfolio, workflow, and AI initiative—directly enhancing investment outcomes, strengthening portfolio performance, and elevating client experience.
CORE RESPONSIBILITIES:
- Build deep domain fluency across MAS portfolio management, trading, risk, and PM Infrastructure to translate investment workflows into clear data and technology requirements.
- Own MAS data strategy and governance across structured and unstructured data (standards, definitions, lineage, controls, stewardship) to improve reliability, reuse, and auditability.
- Lead end-to-end data discovery and mapping across business functions—positions, risk, performance, and reference data—producing a prioritized roadmap to close data gaps across public and private markets.
- Define build-ready requirements and acceptance criteria for PM Infrastructure & AI initiatives, including data quality thresholds, validation rules, and rollout readiness checks.
- Design and execute rigorous testing and output validation for PM Infrastructure & AI builds (reconciliations, edge cases, regression testing) to ensure results meet business expectations and performance benchmarks.
- Identify and scale high-impact opportunities for data and intelligent automation in PM workflows, partnering daily with PMs, Traders, Risk, and Engineering from prototype through production.
- Create executive-ready reporting for the Head of PM Infrastructure & AI Strategy—recurring status updates and dashboards that translate technical progress into decisions, risks, and next steps for senior leadership.
BASIC REQUIREMENTS:
- Bachelor's degree required in a quantitative, technical, or finance-related field (e.g., Computer Science, Data Science, Statistics, Economics, Engineering, or Mathematics).
- 2–4 years of relevant experience in investment management, data science, business intelligence, project management, or a data-focused role within financial services or asset management.
- Excellent project management skills.
- Solid understanding of data concepts including data modeling, data quality frameworks.
- Experience with Python similar scripting languages for data manipulation and analysis is a plus.
- Advanced knowledge of AI/ML concepts, including how data quality and structure impact model performance.
- Strong written and verbal communication skills, with the ability to document technical processes clearly and present findings to both technical and non-technical audiences.
- Highly organized and detail-oriented, with the ability to manage multiple concurrent tasks, meet deadlines, and operate effectively in a fast-paced, collaborative environment.
- Proactive and self-motivated, comfortable taking direction while also identifying issues and opportunities independently.
- Advanced degree, CFA progress, or relevant data certifications a plus.
SALARY RANGE
The expected base salary for this New York, New York, United States-based position is $100,000-$160,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
BENEFITS
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.
WE OFFER BEST-IN-CLASS BENEFITS
Healthcare & Medical Insurance
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.
Holiday & Vacation Policies
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
Financial Wellness & Retirement
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.
Health Services
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.
Fitness
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).
Child Care & Family Care
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Benefits at Goldman Sachs
Read more about the full suite of class-leading benefits our firm has to offer.
OPPORTUNITY OVERVIEW
CORPORATE TITLE
Associate
OFFICE LOCATION(S)
New York
JOB FUNCTION
Trading
DIVISION
Asset & Wealth Management
SALARY RANGE
USD 100,000 - 160,000
See all 1,187+ Wealth Management Associate jobs
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Get Access To All JobsTips for Finding Visa Sponsorship as a Wealth Management Associate
Target registered investment advisors and private wealth firms
RIAs and boutique wealth management firms often sponsor H-1B visas more readily than large banks. These firms value specialized skills in portfolio analysis, tax planning, and client relationship management for wealthy clientele.
Highlight quantitative finance and CFA credentials
Emphasize advanced knowledge in portfolio theory, risk management, and financial modeling. CFA certification or progress toward it strengthens your H-1B petition by demonstrating specialized expertise required for wealth management roles.
Focus on fiduciary responsibility and compliance expertise
Wealth management requires deep understanding of fiduciary standards, regulatory compliance, and ethical investment practices. This specialized knowledge supports the H-1B requirement that the role demands expertise beyond general business skills.
Research firms serving international clients
Wealth management firms with international clientele often value multilingual candidates and cross-border tax expertise. Your background may align well with serving expatriate clients or managing international investment portfolios and structures.
Understand the FINRA licensing timeline
Most wealth management roles require Series 7 and Series 66 licenses. Confirm with employers whether they'll sponsor your H-1B before licensing exams, as some prefer candidates who can start immediately upon visa approval.
Demonstrate estate planning and tax knowledge
Advanced knowledge of estate planning, trust structures, and tax-efficient investment strategies distinguishes wealth management from general financial advising. This specialization supports H-1B petitions requiring specific expertise for high-net-worth clients.
Wealth Management Associate jobs are hiring across the US. Find yours.
Find Wealth Management Associate JobsFrequently Asked Questions
Do wealth management associate roles qualify for H-1B sponsorship?
Yes, wealth management associate positions typically qualify for H-1B sponsorship when they require specialized knowledge in finance, economics, or related fields. The role must involve complex financial analysis, portfolio management, or advanced client advisory services that require at least a bachelor's degree in a specific field.
How to find Wealth Management Associate jobs with visa sponsorship?
To find Wealth Management Associate positions with visa sponsorship, use Migrate Mate, which specializes in connecting international candidates with sponsoring employers. Focus your search on major investment banks, private wealth management firms, and asset management companies that commonly sponsor H-1B, L-1, and other work visas for finance professionals with relevant experience in portfolio management and client advisory services.
What degree do I need for H-1B sponsorship in wealth management?
Most wealth management H-1B petitions require a bachelor's degree in finance, economics, accounting, mathematics, or a closely related field. Some employers accept business administration degrees with significant coursework in finance or economics. Advanced degrees like MBA or CFA certification strengthen the petition.
How do FINRA licensing requirements affect H-1B timing?
You'll need Series 7 and Series 66 licenses to work in wealth management, but timing varies by employer. Some sponsors will file your H-1B petition before licensing, others prefer candidates already licensed. Discuss the timeline during interviews, as licensing typically takes 2-3 months after starting employment.
Are smaller wealth management firms willing to sponsor H-1B visas?
Yes, registered investment advisors and boutique wealth management firms often sponsor H-1B visas, sometimes more readily than large banks. They value specialized skills for high-net-worth clients and may have less complex internal visa sponsorship processes than larger financial institutions.
Can I change from another visa status to work in wealth management?
Yes, you can change status from F-1 OPT, L-1, or other work-authorized statuses to H-1B for wealth management roles. The key requirement is that the position qualifies as a specialty occupation requiring your specific educational background and expertise in financial analysis or portfolio management.
What is the prevailing wage requirement for sponsored Wealth Management Associate 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.
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