Director Of Client Services Green Card Jobs
Director of Client Services roles qualify for EB-2 or EB-3 green card sponsorship when the position requires a bachelor's degree or higher and meets PERM labor certification standards. Employers file on your behalf, and sponsorship leads to permanent residency rather than a renewable temporary status.
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Get Access To All JobsINTRODUCTION
At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs.
Come join us in delivering better outcomes for our clients around the world!
ROLE AND RESPONSIBILITIES
Franklin Templeton’s Goals-based Optimization Engine (GOE) group is seeking a dynamic and results-driven Director of Client Service and Operations. This role will build and lead a Client Service and Operations function GOE business across retirement and wealth channels. This leader will own post-sale client experience, operational excellence, client onboarding, billing and AUM oversight, and cross-functional execution to ensure adoption, revenue realization, and long-term client retention.
This role sits at the intersection of client service, sales, product management, technology, Investment Management, Legal and Compliance. The ideal candidate brings deep 401(k) and 403(b) industry expertise, strong knowledge of RIA and broker-dealer environments, understanding of the regulatory landscape, and a proven ability to scale service and operating models to scale the business.
What are the ongoing responsibilities?
- Lead the client service and operations function supporting advisors, recordkeepers, retirement plan sponsors, and enterprise wealth partners.
- Own the full post-sale lifecycle, including onboarding, implementation, adoption tracking, and ongoing value delivery.
- Develop scalable service models, governance standards, and operating playbooks.
- Monitor client adoption and satisfaction metrics to improve retention and growth.
- Oversee end-to-end operational workflows supporting managed accounts and advice across retirement and wealth clients and platforms.
- Drive process improvement and automation to increase efficiency and scalability.
- Own monthly and quarterly billing cycles, ensuring accurate fee application and fiduciary compliance.
- Oversee reconciliation, reporting, audit readiness, and revenue accuracy.
- Lead cross-functional initiatives tied to partner implementations and product enhancements.
- Build and develop a high-performing Client Service and Operations team.
BASIC QUALIFICATIONS
- 10+ years of experience in retirement services, wealth management, or financial services operations.
- 10+ years in client-facing roles within retirement, managed accounts, RIA, broker-dealer, or financial SaaS environments.
- Familiarity with AI tools to enhance processes.
- Strong expertise in 401(k), 403(b), and managed accounts solutions.
- Proven ability to lead cross-functional initiatives and influence senior stakeholders.
- Experience building and managing high-performing teams.
- Strong experience in retirement and wealth operations and fee structures.
- Bachelor’s degree in business, Finance, Accounting, or related field preferred.
- CFA or advanced degree is preferred.
- Expertise in various asset classes and investment management styles, asset allocation techniques and investment products.
- Highly motivated and self-starter capable of initiating and cultivating new client relationships.
- Strong oral and written communication skills, for effective technical and interpersonal interaction with clients, intermediaries, and colleagues.
PREFERRED QUALIFICATIONS
Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary — designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the annual salary for this position to range between $155,000 - $212,000, depending on location and level of relevant experience, plus discretionary bonus.
BENEFITS
Highlights of our benefits include:
- Three weeks paid time off the first year
- Medical, dental and vision insurance
- 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits
- Employee Stock Investment Program
- Tuition Assistance Program
- Purchase of company funds with no sales charge
- Onsite fitness center and recreation center*
- Onsite cafeteria*
*Only applicable at certain locations
Experience our welcoming culture and reach your professional and personal potential!
Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.
By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton.
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.
If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.
INTRODUCTION
At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs.
Come join us in delivering better outcomes for our clients around the world!
ROLE AND RESPONSIBILITIES
Franklin Templeton’s Goals-based Optimization Engine (GOE) group is seeking a dynamic and results-driven Director of Client Service and Operations. This role will build and lead a Client Service and Operations function GOE business across retirement and wealth channels. This leader will own post-sale client experience, operational excellence, client onboarding, billing and AUM oversight, and cross-functional execution to ensure adoption, revenue realization, and long-term client retention.
This role sits at the intersection of client service, sales, product management, technology, Investment Management, Legal and Compliance. The ideal candidate brings deep 401(k) and 403(b) industry expertise, strong knowledge of RIA and broker-dealer environments, understanding of the regulatory landscape, and a proven ability to scale service and operating models to scale the business.
What are the ongoing responsibilities?
- Lead the client service and operations function supporting advisors, recordkeepers, retirement plan sponsors, and enterprise wealth partners.
- Own the full post-sale lifecycle, including onboarding, implementation, adoption tracking, and ongoing value delivery.
- Develop scalable service models, governance standards, and operating playbooks.
- Monitor client adoption and satisfaction metrics to improve retention and growth.
- Oversee end-to-end operational workflows supporting managed accounts and advice across retirement and wealth clients and platforms.
- Drive process improvement and automation to increase efficiency and scalability.
- Own monthly and quarterly billing cycles, ensuring accurate fee application and fiduciary compliance.
- Oversee reconciliation, reporting, audit readiness, and revenue accuracy.
- Lead cross-functional initiatives tied to partner implementations and product enhancements.
- Build and develop a high-performing Client Service and Operations team.
BASIC QUALIFICATIONS
- 10+ years of experience in retirement services, wealth management, or financial services operations.
- 10+ years in client-facing roles within retirement, managed accounts, RIA, broker-dealer, or financial SaaS environments.
- Familiarity with AI tools to enhance processes.
- Strong expertise in 401(k), 403(b), and managed accounts solutions.
- Proven ability to lead cross-functional initiatives and influence senior stakeholders.
- Experience building and managing high-performing teams.
- Strong experience in retirement and wealth operations and fee structures.
- Bachelor’s degree in business, Finance, Accounting, or related field preferred.
- CFA or advanced degree is preferred.
- Expertise in various asset classes and investment management styles, asset allocation techniques and investment products.
- Highly motivated and self-starter capable of initiating and cultivating new client relationships.
- Strong oral and written communication skills, for effective technical and interpersonal interaction with clients, intermediaries, and colleagues.
PREFERRED QUALIFICATIONS
Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary — designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the annual salary for this position to range between $155,000 - $212,000, depending on location and level of relevant experience, plus discretionary bonus.
BENEFITS
Highlights of our benefits include:
- Three weeks paid time off the first year
- Medical, dental and vision insurance
- 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits
- Employee Stock Investment Program
- Tuition Assistance Program
- Purchase of company funds with no sales charge
- Onsite fitness center and recreation center*
- Onsite cafeteria*
*Only applicable at certain locations
Experience our welcoming culture and reach your professional and personal potential!
Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.
By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton.
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.
If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.
See all 5+ Director Of Client Services jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Director Of Client Services roles.
Get Access To All JobsTips for Finding Green Card Sponsorship in Director Of Client Services
Document your advanced degree alignment
PERM requires the employer to prove the role genuinely needs your degree field, not just any bachelor's. Gather transcripts, job descriptions from prior roles, and any credentials that tie your education directly to client services leadership functions.
Target employers with active PERM history
Large professional services firms, consulting companies, and enterprise SaaS businesses file PERM most frequently for Director-level client roles. Search DOL disclosure data through OFLC Wage Search to verify which employers have certified similar positions recently.
Understand EB-2 versus EB-3 placement for your profile
If your offer requires only a bachelor's degree, EB-3 typically applies. If the employer specifies an advanced degree or you have an MBA with substantial specialized experience, push for EB-2 classification during offer negotiation since priority date backlogs differ significantly.
Use Migrate Mate to find sponsoring employers
Search Director of Client Services roles filtered by green card sponsorship history on Migrate Mate. Targeting employers with documented PERM filings saves months of outreach to companies that won't sponsor foreign nationals at the director level.
Negotiate PERM filing timeline into your offer letter
PERM labor certification can take 12 to 18 months before USCIS even receives your I-140. Ask your employer to commit to a PERM start date in writing before you accept, especially if you're transitioning from a time-limited status like H-1B or OPT.
Prepare for the prevailing wage determination stage
DOL sets the prevailing wage for your exact role, location, and experience level before PERM advertising begins. Review the OFLC Wage Search for Director of Client Services wages in your target metro so you can spot offers that fall below the certified threshold.
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Find Director Of Client Services JobsDirector Of Client Services Green Card Sponsorship: Frequently Asked Questions
Does a Director of Client Services role qualify for EB-2 or EB-3 sponsorship?
Most Director of Client Services positions qualify for EB-3 sponsorship when the employer's minimum requirement is a bachelor's degree. EB-2 applies if the role genuinely requires an advanced degree, which some enterprise or strategy-focused director positions do. Your employer's job description and the degree requirement they certify to DOL determine the classification, not your personal credentials alone.
How does green card sponsorship differ from H-1B for this role?
H-1B is a temporary, renewable status with an annual lottery cap that creates real uncertainty at the director level. PERM-based green card sponsorship has no annual cap at the EB-3 category for most nationalities, and approval leads to permanent residency rather than a status you have to keep renewing. The process takes longer overall, typically three to five years from PERM filing to green card, but the outcome is permanent.
What does the PERM labor certification process look like for a director-level role?
Your employer files a prevailing wage request with DOL, then runs a mandatory recruitment period showing no qualified U.S. workers were available. That recruitment record goes into the PERM application, which DOL adjudicates. Director roles sometimes face closer scrutiny because DOL checks whether the advertised job duties and degree requirements are genuinely necessary rather than tailored to a specific foreign national.
How do I find Director of Client Services jobs where employers will sponsor a green card?
The fastest approach is filtering job searches specifically for employers with documented PERM filing history in this role category. Migrate Mate lets you search Director of Client Services positions by green card sponsorship history, so you're not wasting time applying to employers who routinely decline to sponsor at the director level or for foreign nationals generally.
Can I start a new job while my green card is in process?
Once your I-140 petition has been approved and your priority date is current for 180 days, portability rules under AC21 allow you to change to a same or similar occupational role without restarting the green card process. Director of Client Services roles generally port well to other management or client-facing positions, but you should confirm the occupational similarity with your employer's immigration team before switching.
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