E-3 Visa Director Of Strategic Accounts Jobs
Director of Strategic Accounts roles qualify for E-3 visa sponsorship as specialty occupations requiring a bachelor's degree in business, sales, or a related field. The E-3 has no lottery and no annual cap, giving Australian professionals a predictable path to U.S. employment with unlimited two-year renewals tied to your employer.
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Get Access To All JobsPosition Summary
The Team Director of Business Strategy/Relationship Manager provides exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams. The Director of Business Strategy is a senior service level position for a Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams who is responsible for enhancing and maintaining deep relationships with new and existing clients. This industry professional leads the development, implementation, and management of the team’s overall business strategy.
A Relationship Manager on a Financial Advisor team is responsible for the development, maintenance, and oversight of relationships with new and existing clients. The Relationship Manager combines personal skills with all the resources of Morgan Stanley Smith Barney for the purpose of helping clients realize their financial goals. In collaboration with the Financial Advisor Team, Relationship Managers are responsible for assessing a client's circumstances and objectives, and based on those, go on to provide individualized, highly strategic Investment consulting. Relationship Managers have access to a full range of wealth building, managing, and preserving services throughout the Firm that they will offer to the clients of the Financial Advisor team they join.
DUTIES and RESPONSIBILITIES:
- Oversee team Support Professionals to ensure alignment on team priorities and business goals
- Cultivating relationships with business partners and colleagues internally and externally
- Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships through an exceptional client experience
- Plays a leadership role in assisting the FA/PWA/team in developing and delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups
- Assisting the FA/PWA/team in developing and executing against their business plan and strategies to support it, partnering closely with other market stakeholders such as Practice Strategy Consultants, Business Development Managers and Market Management
- At the direction of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients
- At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens
- Focusing with the FA/PWA/team and other business partners to optimize business practice efficiencies
- May allocate work among a team of Support Professionals
- Advise clients in accordance with the Team's agreed upon strategy
- Analyze investment opportunities and client needs, and appropriate strategies
- Maintain and develop client relationships by developing strategies to meet their financial goals through the use of financial planning and wealth management
- Prepare and deliver presentations/seminars to clients and prospects for business development purposes, as needed
- Comply with all industry rules and regulations
- Additional tasks as needed
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
- 10+ years of experience in a field relevant to the position required
- College degree or professional certification required, CFA, CFP or MBA
- Advanced degree or professional certification or prior industry experience required
- Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
- If required, obtain, and maintain CFP or CFA designation
- Additional product licenses may be required
Knowledge/Skills
- Financial industry and product knowledge
- Excellent written and verbal communication skills
- Knowledge of applicable compliance rules and regulations and firm policies
- Ability to interact and communicate effectively with colleagues and clients
- Evidence of strong leadership skills or previous supervisory experience
- Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
- Technically proficient and quick learner of new and updated platforms
- Detail oriented with superior organizational skills and ability to prioritize
- Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications
- Exceptional writing, interpersonal and client service skills
- Strong time management skills
- Team player with the ability to collaborate with others
- Ability to work in a fast-paced, evolving environment
- Adaptable and ability to multi-task
- Goal oriented, self-motivated and results driven
Reports to:
- Market Business Service Officer and/or Business Service Officer
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
Expected base pay rates for the role will be between $68,000 and $120,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
Position Summary
The Team Director of Business Strategy/Relationship Manager provides exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams. The Director of Business Strategy is a senior service level position for a Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams who is responsible for enhancing and maintaining deep relationships with new and existing clients. This industry professional leads the development, implementation, and management of the team’s overall business strategy.
A Relationship Manager on a Financial Advisor team is responsible for the development, maintenance, and oversight of relationships with new and existing clients. The Relationship Manager combines personal skills with all the resources of Morgan Stanley Smith Barney for the purpose of helping clients realize their financial goals. In collaboration with the Financial Advisor Team, Relationship Managers are responsible for assessing a client's circumstances and objectives, and based on those, go on to provide individualized, highly strategic Investment consulting. Relationship Managers have access to a full range of wealth building, managing, and preserving services throughout the Firm that they will offer to the clients of the Financial Advisor team they join.
DUTIES and RESPONSIBILITIES:
- Oversee team Support Professionals to ensure alignment on team priorities and business goals
- Cultivating relationships with business partners and colleagues internally and externally
- Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships through an exceptional client experience
- Plays a leadership role in assisting the FA/PWA/team in developing and delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups
- Assisting the FA/PWA/team in developing and executing against their business plan and strategies to support it, partnering closely with other market stakeholders such as Practice Strategy Consultants, Business Development Managers and Market Management
- At the direction of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients
- At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens
- Focusing with the FA/PWA/team and other business partners to optimize business practice efficiencies
- May allocate work among a team of Support Professionals
- Advise clients in accordance with the Team's agreed upon strategy
- Analyze investment opportunities and client needs, and appropriate strategies
- Maintain and develop client relationships by developing strategies to meet their financial goals through the use of financial planning and wealth management
- Prepare and deliver presentations/seminars to clients and prospects for business development purposes, as needed
- Comply with all industry rules and regulations
- Additional tasks as needed
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
- 10+ years of experience in a field relevant to the position required
- College degree or professional certification required, CFA, CFP or MBA
- Advanced degree or professional certification or prior industry experience required
- Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
- If required, obtain, and maintain CFP or CFA designation
- Additional product licenses may be required
Knowledge/Skills
- Financial industry and product knowledge
- Excellent written and verbal communication skills
- Knowledge of applicable compliance rules and regulations and firm policies
- Ability to interact and communicate effectively with colleagues and clients
- Evidence of strong leadership skills or previous supervisory experience
- Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
- Technically proficient and quick learner of new and updated platforms
- Detail oriented with superior organizational skills and ability to prioritize
- Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications
- Exceptional writing, interpersonal and client service skills
- Strong time management skills
- Team player with the ability to collaborate with others
- Ability to work in a fast-paced, evolving environment
- Adaptable and ability to multi-task
- Goal oriented, self-motivated and results driven
Reports to:
- Market Business Service Officer and/or Business Service Officer
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
Expected base pay rates for the role will be between $68,000 and $120,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
See all 19+ Director Of Strategic Accounts jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Director Of Strategic Accounts roles.
Get Access To All JobsTips for Finding E-3 Visa Sponsorship as a Director Of Strategic Accounts
Frame your Australian credentials for U.S. employers
A three-year Australian bachelor's degree is accepted as equivalent to a U.S. four-year degree for E-3 purposes. Prepare a credential evaluation from a NACES-approved evaluator before you start applying so employers aren't left guessing.
Target companies with active LCA filing history
Search the DOL's OFLC disclosure database for employers who have filed Labor Condition Applications for strategic accounts or enterprise sales roles. Prior LCA filings signal that a company already understands the E-3 process and won't treat sponsorship as a dealbreaker.
Search for E-3 sponsorship jobs on Migrate Mate
Migrate Mate filters Director of Strategic Accounts roles by employers with E-3 filing history, so you're not cold-applying to companies unfamiliar with Australian visa sponsorship. Use Migrate Mate's E-3 filing service to handle your LCA and visa paperwork once you have an offer.
Address sponsorship early in recruiter conversations
Enterprise sales roles often move through multiple interview rounds before compensation discussions. Mention your E-3 eligibility in your first recruiter call so hiring managers don't discover visa requirements after investing weeks in the process.
Confirm your role meets specialty occupation criteria
The E-3 requires your position to normally demand at least a bachelor's degree in a specific field. For Director of Strategic Accounts roles, a degree in business, marketing, or a closely related discipline is the standard justification. Generic management experience alone won't satisfy USCIS requirements.
Prepare your LCA before your consulate appointment
Your employer must file and receive a certified LCA from the DOL before you can attend your visa interview in Australia. Build at least two to three weeks of LCA processing time into your start-date negotiation so there's no gap between your offer and your consulate booking.
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Find Director Of Strategic Accounts JobsDirector Of Strategic Accounts E-3 Visa: Frequently Asked Questions
How do I find Director of Strategic Accounts jobs with E-3 visa sponsorship?
Migrate Mate is the most direct way to find Director of Strategic Accounts roles with employers who already sponsor E-3 visas. It surfaces positions filtered by companies with active LCA filing history, so you're not starting conversations about sponsorship from scratch. Look for enterprise and SaaS employers in particular, as they hire for this role most frequently and often have established international hiring processes.
How much does it cost to get an E-3 visa?
Migrate Mate's E-3 filing service covers the entire process for $499, including the Labor Condition Application, visa document preparation, and consulate appointment guidance. Traditional immigration lawyers charge $2,000–$5,000+ for the same work. The E-3 has less paperwork than most work visas, so paying thousands for legal help is usually unnecessary.
Does a Director of Strategic Accounts role qualify as a specialty occupation for the E-3?
Yes, in most cases. USCIS requires that the position normally demands a bachelor's degree or higher in a specific field. For Director of Strategic Accounts roles, a degree in business administration, marketing, or a related discipline supports the specialty occupation classification. If the job description accepts any bachelor's degree regardless of field, that can weaken the case, so the offer letter and job duties should specify the relevant field clearly.
How does the E-3 compare to the H-1B for Australian professionals in this role?
The E-3 has a significant structural advantage for Australians. There's no annual cap lottery, so you don't need to wait for a random selection event. You can apply any time of year, and your employer can file directly with the consulate rather than waiting for USCIS petition approval. For a Director of Strategic Accounts role where the employer wants to move quickly on a candidate, the E-3 is typically much faster and more predictable than the H-1B process.
What happens to my E-3 status if I change employers?
Your E-3 visa is tied to your sponsoring employer, not your status category. If you change companies, your new employer must file a fresh LCA and you'll need a new E-3 visa stamp. You can't transfer the existing visa like an H-1B portability situation. Plan for a gap in your timeline and negotiate start dates with the new employer that account for LCA processing and, if required, a new consulate appointment in Australia.
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