E-3 Visa Relationship Manager Jobs
Relationship Manager roles in U.S. banking, wealth management, and commercial lending qualify as E-3 specialty occupations when the position requires a relevant bachelor's degree. Australian professionals can secure E-3 visa sponsorship without entering a lottery, making the path to U.S. client-facing finance roles significantly more direct than for most other nationalities.
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At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
This role is responsible for helping clients with complex trading, servicing and relationship needs. Key responsibilities include managing a book of high-net-worth, self-directed clients, serving as their primary point of contact for all trading needs, operating autonomously to constantly search for opportunities to enhance client delight and advancing our standing as the client's sole financial institution. Licensing requirements are as follows: Series 7 and 66 or their equivalent. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
- Manages a book of high net worth, active self-directed clients and serves as primary point of contact for all of the clients' trading and servicing needs
- Delivers on performance goals, such as driving asset growth and expanding the breadth and depth of client relationships through product penetration
- Takes a client-focused approach by being a reliable expert on the client's most complex trading, servicing, and relationship needs and elevating to the status of a trusted counterpart, ultimately winning wallet share
- Demonstrates knowledge of trading mechanics, fixed income, options, margin, and margin regulations
- Executes a disciplined approach to all business development strategies and goals to achieve business growth, while focusing on the client experience
- Develops knowledge of internal policies, procedures, and processes to ensure the most flawless and seamless execution of the most complex trading strategies
- Works seamlessly across all enterprise business lines, including Global Wealth and Investment Management (GWIM), US Trust and Preferred Banking, as well as internal partners within Merrill Edge to deliver a world-class relationship model and improve processes
Required Qualifications:
- Minimum 3 - 5 years of investment, trading and brokerage experience required
- Experience with advanced trading strategies, options, fixed income, and margin required
- Series 7 and 66 licensing required
- Confident and engaging presence
- Sound decision making skills with ability to manage risk and overall client experience
- Strong analytical and organizational skills
- Strong interpersonal skills and the ability to work in a team environment
- Ability to handle multiple tasks in a dynamic environment
- For internal employees; participation in a work from home posture does not make you ineligible to post
Desired Qualifications:
- Wealth management and private client experience
- Knowledge of the Enterprise platforms (US Trust, BAC, Advisory)
Additional Skills Used:
- Account Management
- Advisory
- Client Experience Branding
- Customer and Client Focus
- Oral Communications
- Active Listening
- Attention to Detail
- Client Solutions Advisory
- Issue Management
- Pipeline Management
- Causation Analysis
- Client Management
- Risk Management
- Trading
- Written Communications
Shift:
1st shift (United States of America)
Hours Per Week:
40
Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
This role is responsible for helping clients with complex trading, servicing and relationship needs. Key responsibilities include managing a book of high-net-worth, self-directed clients, serving as their primary point of contact for all trading needs, operating autonomously to constantly search for opportunities to enhance client delight and advancing our standing as the client's sole financial institution. Licensing requirements are as follows: Series 7 and 66 or their equivalent. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
- Manages a book of high net worth, active self-directed clients and serves as primary point of contact for all of the clients' trading and servicing needs
- Delivers on performance goals, such as driving asset growth and expanding the breadth and depth of client relationships through product penetration
- Takes a client-focused approach by being a reliable expert on the client's most complex trading, servicing, and relationship needs and elevating to the status of a trusted counterpart, ultimately winning wallet share
- Demonstrates knowledge of trading mechanics, fixed income, options, margin, and margin regulations
- Executes a disciplined approach to all business development strategies and goals to achieve business growth, while focusing on the client experience
- Develops knowledge of internal policies, procedures, and processes to ensure the most flawless and seamless execution of the most complex trading strategies
- Works seamlessly across all enterprise business lines, including Global Wealth and Investment Management (GWIM), US Trust and Preferred Banking, as well as internal partners within Merrill Edge to deliver a world-class relationship model and improve processes
Required Qualifications:
- Minimum 3 - 5 years of investment, trading and brokerage experience required
- Experience with advanced trading strategies, options, fixed income, and margin required
- Series 7 and 66 licensing required
- Confident and engaging presence
- Sound decision making skills with ability to manage risk and overall client experience
- Strong analytical and organizational skills
- Strong interpersonal skills and the ability to work in a team environment
- Ability to handle multiple tasks in a dynamic environment
- For internal employees; participation in a work from home posture does not make you ineligible to post
Desired Qualifications:
- Wealth management and private client experience
- Knowledge of the Enterprise platforms (US Trust, BAC, Advisory)
Additional Skills Used:
- Account Management
- Advisory
- Client Experience Branding
- Customer and Client Focus
- Oral Communications
- Active Listening
- Attention to Detail
- Client Solutions Advisory
- Issue Management
- Pipeline Management
- Causation Analysis
- Client Management
- Risk Management
- Trading
- Written Communications
Shift:
1st shift (United States of America)
Hours Per Week:
40
See all 235+ E-3 Visa Relationship Manager Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new E-3 Visa Relationship Manager Jobs.
Get Access To All JobsTips for Finding E-3 Visa Sponsorship as a Relationship Manager
Frame your credentials for U.S. specialty occupation
Australian three-year bachelor's degrees in finance, economics, or business are accepted as equivalent to U.S. four-year degrees for E-3 visa purposes. Get a credential evaluation letter prepared before applying so employers don't stall on sponsorship over degree format questions.
Target banks with established LCA filing history
U.S. commercial banks, private wealth firms, and credit unions file Labor Condition Applications regularly for client-facing roles. Prioritize employers whose HR teams already understand the DOL certification process rather than those encountering E-3 for the first time.
Clarify the E-3 advantage during offer negotiations
When an employer raises visa sponsorship concerns, clarify that the E-3 has no annual cap and no lottery. Processing typically takes two to four weeks at a U.S. consulate in Australia, which removes the 12-month wait that makes H-1B visa sponsorship daunting for hiring managers.
Use Migrate Mate's E-3 filing service for the LCA step
The DOL's LCA certification is the step most likely to delay your start date if handled informally. Use Migrate Mate's E-3 filing service to manage the LCA filing and consulate paperwork so your employer can focus on the onboarding timeline, not immigration logistics.
Address nonimmigrant intent proactively at your interview
Consular officers scrutinize Relationship Manager applicants who are married to U.S. citizens or who mention long-term residency plans. Prepare a clear, documented statement of your intent to return to Australia or maintain ties abroad, even if you plan to renew the E-3 indefinitely.
Verify your role description meets DOL prevailing wage criteria
DOL requires your employer to certify your offered salary meets the prevailing wage for your specific Relationship Manager SOC code and metro area. Confirm the job description accurately reflects your actual duties before the LCA is filed to avoid a mismatch that triggers DOL review.
E-3 Visa Relationship Manager: Frequently Asked Questions
Where can I find Relationship Manager jobs with E-3 visa sponsorship?
Migrate Mate is built specifically for Australian professionals searching for U.S. roles with E-3 sponsorship. It filters Relationship Manager positions by employers who are open to E-3 sponsorship, so you're not cold-applying to companies unfamiliar with the visa. Standard job boards don't filter by visa type or nationality, which wastes significant time for E-3 applicants.
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 Relationship Manager role qualify as a specialty occupation for the E-3?
Yes, in most cases. The E-3 requires the role to normally require at least a bachelor's degree in a specific field. Relationship Manager positions at banks, wealth management firms, and commercial lenders typically require degrees in finance, economics, or business administration, which satisfies the specialty occupation standard. Roles where any degree field is accepted regardless of subject may face more scrutiny.
How does the E-3 visa compare to the H-1B for Relationship Manager roles?
The E-3 is available only to Australian citizens but has no lottery and no annual cap, so you can apply any time a role is offered. The H-1B has an 85,000-slot annual cap with a randomized lottery, meaning most applicants wait over a year for a chance at selection. For Relationship Manager roles, the E-3 is a far more predictable path to starting work in the U.S.
Can I change employers while on an E-3 as a Relationship Manager?
Yes, but you need a new LCA certified by DOL and a new E-3 visa stamp before starting with the new employer. Unlike H-1B portability, the E-3 doesn't have a formal transfer mechanism that lets you start work immediately on filing. Coordinate your resignation timing carefully to avoid a gap between the old visa's validity and your new consulate appointment.