H-1B Visa Client Manager Jobs
Client Manager roles qualify for H-1B visa sponsorship as specialty occupations requiring a bachelor's degree in business, marketing, or a related field. Employers in financial services, SaaS, and professional services are among the most active H-1B filers for this title. Your LCA wage level and SOC code classification directly affect your petition's strength.
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Get Access To All JobsINTRODUCTION
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!
ROLE AND RESPONSIBILITIES
This job is responsible for expanding client relationships by identifying opportunities to deepen existing relationships. Key responsibilities include advising on the client’s financial needs and the full array of Private Bank's capabilities, establishing and deepening relationships with internal and external partners and Centers of Influence to identify prospects. Job expectations include executing the Client Management Process and partnering across the enterprise to provide a Branded Client Experience. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
- Drives inflows of new business across all product lines (i.e., Credit, Assets Under Management, Deposit) into existing book of business
- Leads complex credit opportunities, including structured credit deals
- Grows book balances and Year over Year revenue
- Partners with and mentors Private Client Managers on more complex products and client relationships
- Acts as Chief Operating Officer for the client team, coordinating relationship management activities and managing successful delivery of Branded Client Experience to support client satisfaction
- Encourages use and adoption of digital capabilities to enhance the client and client team experience
- Builds relationships with internal and external partners and centers of influence
BASIC QUALIFICATIONS
- Series 7, 63 and 65 (or Series 7 and 66); unlicensed candidates may be considered if willing to obtain licenses within a standard time frame of 90 days per exam after the first working day in this position
- 7+ years of successful experience in managing relationships with high-net-worth clients or equivalent financial services/business experience
- Excellent ability to work in a team environment
- Strong interpersonal and influence/partnership skills
- Significant knowledge of banking and credit: general understanding of investments, trust and wealth transfer
PREFERRED QUALIFICATIONS
- MBA or Post-Graduate Degree
- CFP, CPA, CFA, CTFA, CFM or JD a significant plus
SKILLS
- Client Management
- Client Solutions Advisory
- Loan Structuring
- Relationship Building
- Risk Management
- Active Listening
- Analytical Thinking
- Oral Communications
- Referral Management
- Underwriting
- Account Management
- Attention to Detail
- Collaboration
- Decision Making
- Financial Analysis
MINIMUM EDUCATION REQUIREMENT
High School Diploma / GED / Secondary School or equivalent
SHIFT
1st shift (United States of America)
HOURS PER WEEK
40
INTRODUCTION
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!
ROLE AND RESPONSIBILITIES
This job is responsible for expanding client relationships by identifying opportunities to deepen existing relationships. Key responsibilities include advising on the client’s financial needs and the full array of Private Bank's capabilities, establishing and deepening relationships with internal and external partners and Centers of Influence to identify prospects. Job expectations include executing the Client Management Process and partnering across the enterprise to provide a Branded Client Experience. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
- Drives inflows of new business across all product lines (i.e., Credit, Assets Under Management, Deposit) into existing book of business
- Leads complex credit opportunities, including structured credit deals
- Grows book balances and Year over Year revenue
- Partners with and mentors Private Client Managers on more complex products and client relationships
- Acts as Chief Operating Officer for the client team, coordinating relationship management activities and managing successful delivery of Branded Client Experience to support client satisfaction
- Encourages use and adoption of digital capabilities to enhance the client and client team experience
- Builds relationships with internal and external partners and centers of influence
BASIC QUALIFICATIONS
- Series 7, 63 and 65 (or Series 7 and 66); unlicensed candidates may be considered if willing to obtain licenses within a standard time frame of 90 days per exam after the first working day in this position
- 7+ years of successful experience in managing relationships with high-net-worth clients or equivalent financial services/business experience
- Excellent ability to work in a team environment
- Strong interpersonal and influence/partnership skills
- Significant knowledge of banking and credit: general understanding of investments, trust and wealth transfer
PREFERRED QUALIFICATIONS
- MBA or Post-Graduate Degree
- CFP, CPA, CFA, CTFA, CFM or JD a significant plus
SKILLS
- Client Management
- Client Solutions Advisory
- Loan Structuring
- Relationship Building
- Risk Management
- Active Listening
- Analytical Thinking
- Oral Communications
- Referral Management
- Underwriting
- Account Management
- Attention to Detail
- Collaboration
- Decision Making
- Financial Analysis
MINIMUM EDUCATION REQUIREMENT
High School Diploma / GED / Secondary School or equivalent
SHIFT
1st shift (United States of America)
HOURS PER WEEK
40
See all 858+ H-1B Visa Client Manager Jobs
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Get Access To All JobsTips for Finding H-1B Visa Sponsorship as a Client Manager
Match your SOC code before applying
Client Manager roles get filed under multiple SOC codes, most commonly 11-2022 (Sales Managers) or 13-1161 (Market Research Analysts). Pull the O*NET profile for your target title to confirm which code your employer's LCA will use, since wage level requirements differ.
Request your LCA wage level in writing
Ask your hiring contact which wage level the employer plans to certify before you reach the offer stage. Level I and II filings for client-facing roles draw more USCIS scrutiny than Level III or IV, so knowing this early lets you address it during negotiation.
Target industries with consistent H-1B filing history
Financial services, enterprise software, and management consulting firms file H-1B petitions for Client Manager roles far more consistently than agencies or small businesses. Use Migrate Mate to filter employers by verified H-1B filing history for this occupation before you apply.
Document your specialty occupation case early
USCIS scrutinizes Client Manager petitions for specialty occupation eligibility. Gather job descriptions, your degree transcript, and any professional certifications now. A direct match between your degree field and the role's analytical or strategic responsibilities strengthens the employer's petition.
Confirm E-Verify enrollment before accepting an offer
Your employer must be enrolled in E-Verify to sponsor an H-1B. Not all mid-size firms are. Ask HR to confirm enrollment status during the offer stage, not after signing, since unenrolled employers can't file your petition without first completing that registration.
Use the OFLC Wage Search to benchmark your offer
Run the OFLC Wage Search for your SOC code and work location before evaluating any offer. The DOL-certified prevailing wage on your LCA must meet the applicable level, and knowing the published figure tells you whether the compensation structure supports a defensible petition.
H-1B Visa Client Manager: Frequently Asked Questions
Does a Client Manager role qualify as a specialty occupation for H-1B purposes?
It depends on how the employer structures the role. USCIS requires that the position normally requires a bachelor's degree in a specific field, business administration, marketing, finance, or a related discipline. Generalist titles with vague degree requirements are more likely to face a Request for Evidence. Roles tied to technical account management, financial services, or enterprise software clients are easier to support because the degree-to-job connection is more direct.
Which employers sponsor H-1B visas for Client Manager positions?
Financial services firms, enterprise SaaS companies, consulting firms, and large professional services organizations are the most consistent H-1B sponsors for Client Manager roles. Smaller agencies and regional businesses sponsor far less frequently, even when willing in principle. Migrate Mate filters employers by verified H-1B filing history for this occupation so you can focus your applications on companies with a documented track record.
What SOC code does USCIS use for Client Manager H-1B petitions?
Most employers file Client Manager petitions under SOC code 11-2022 (Sales Managers) or 13-1161 (Market Research Analysts), though account-heavy or strategy-focused roles sometimes use 13-1199 (Business Operations Specialists). The SOC code determines the prevailing wage your employer must certify on the LCA. Check the O*NET profile for your specific job duties to identify which classification fits your role before your employer files.
Can my employer file my H-1B while I'm working on OPT as a Client Manager?
Yes, and the timing matters. Your employer must file during the H-1B cap registration window in March for an October 1 start date. If you're on standard OPT and it expires before October 1, you'll need a cap-gap extension, which USCIS grants automatically if your employer files before your OPT end date. If you have a STEM OPT extension, you have more buffer, but you still need the petition selected in the lottery and approved before your extension runs out.
What documentation should I prepare before my employer files my H-1B petition?
Gather your degree transcripts, diploma, any professional certifications relevant to the role, and a detailed letter from your employer explaining why the Client Manager position requires your specific degree field. If your degree is from outside the U.S., get a credential evaluation from a NACES-approved evaluator before the petition window opens. USCIS frequently issues Requests for Evidence on Client Manager petitions questioning specialty occupation status, so a strong initial record reduces that risk significantly.