H-1B Visa Client Relationship Manager Jobs
Client Relationship Manager roles qualify for H-1B visa sponsorship when the position requires a bachelor's degree or higher in business, marketing, finance, or a related field. Many financial services, consulting, and enterprise software firms have active LCA filing histories for this occupation, making it a viable target for H-1B holders.
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Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.
Position Overview:
The Associate Client Relationship Manager (ACRM) supports the Firms business objectives and contributes to the Markets profitability and revenue growth by ensuring the service expectations of our clients are met and exceeded, while also balancing risk and exposure to the firm. Ultimately, the CRM serves the client, protects the firm, and grows the business by proactively managing the client experience across the Market. A training role to learn and understand the role before taking over a full CRM role.
The ACRM is a direct report to the Division Client Relationship Manager (DCRM) with dual reporting to the Merrill Wealth Management Market Executive (ME). The ACRM functions as a member of the Market leadership team. The ACRM partners with the Market Client Relationship Manager in managing the Client Associates, Service Support Staff, and the Market's Operations functions where responsibilities include Funds/Securities Receipt & Processing, Wire & Order and Document Control where the review and approval of all Client Financial transactions takes place. Additionally, the ACRM role will participate in the overall delivery and management of the client service experience for the Market.
Specific responsibilities include, but are not limited to:
- Promote the satisfaction of client service expectations while balancing the risk and exposure for Merrill
- Once licensed, review and approve client documents and transactions as delegated by the Office Management Team (OMT)
- Participate in the management and training & development of the Market's Client Associates and Service Support Staff
- Develop an understanding of and exposure to a variety of topics including Merrill Products & Services, trend analysis, risk assessment, Human Resources, and broad Industry Knowledge.
Key Qualifications for the role:
- The ideal candidate is a self-motivated, client centric individual who has or is able to obtain the following in a specified timeframe: Series 7 (SIE, 7 Top-Off) AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses
- SIE strongly preferred
- If unlicensed, must pass the AP Reasoning Assessment
- Strong client service and communication skills
- Minimum 3 - 5 years financial services experience preferred
- Knowledge of regulatory, supervisory, and corporate policies and procedures
- Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
- Good organizational skills, including the ability to effectively plan, organize and prioritize tasks
- Previous experience managing a team of at least 10 including the ability to monitor, influence, negotiate, supervise, and delegate a plus
Desired Qualifications:
- Bachelor’s degree or equivalent work experience
Shift:
1st shift (United States of America)
Hours Per Week:
40
Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.
Position Overview:
The Associate Client Relationship Manager (ACRM) supports the Firms business objectives and contributes to the Markets profitability and revenue growth by ensuring the service expectations of our clients are met and exceeded, while also balancing risk and exposure to the firm. Ultimately, the CRM serves the client, protects the firm, and grows the business by proactively managing the client experience across the Market. A training role to learn and understand the role before taking over a full CRM role.
The ACRM is a direct report to the Division Client Relationship Manager (DCRM) with dual reporting to the Merrill Wealth Management Market Executive (ME). The ACRM functions as a member of the Market leadership team. The ACRM partners with the Market Client Relationship Manager in managing the Client Associates, Service Support Staff, and the Market's Operations functions where responsibilities include Funds/Securities Receipt & Processing, Wire & Order and Document Control where the review and approval of all Client Financial transactions takes place. Additionally, the ACRM role will participate in the overall delivery and management of the client service experience for the Market.
Specific responsibilities include, but are not limited to:
- Promote the satisfaction of client service expectations while balancing the risk and exposure for Merrill
- Once licensed, review and approve client documents and transactions as delegated by the Office Management Team (OMT)
- Participate in the management and training & development of the Market's Client Associates and Service Support Staff
- Develop an understanding of and exposure to a variety of topics including Merrill Products & Services, trend analysis, risk assessment, Human Resources, and broad Industry Knowledge.
Key Qualifications for the role:
- The ideal candidate is a self-motivated, client centric individual who has or is able to obtain the following in a specified timeframe: Series 7 (SIE, 7 Top-Off) AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses
- SIE strongly preferred
- If unlicensed, must pass the AP Reasoning Assessment
- Strong client service and communication skills
- Minimum 3 - 5 years financial services experience preferred
- Knowledge of regulatory, supervisory, and corporate policies and procedures
- Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
- Good organizational skills, including the ability to effectively plan, organize and prioritize tasks
- Previous experience managing a team of at least 10 including the ability to monitor, influence, negotiate, supervise, and delegate a plus
Desired Qualifications:
- Bachelor’s degree or equivalent work experience
Shift:
1st shift (United States of America)
Hours Per Week:
40
See all 76+ H-1B Visa Client Relationship Manager Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new H-1B Visa Client Relationship Manager Jobs.
Get Access To All JobsTips for Finding H-1B Visa Sponsorship as a Client Relationship Manager
Map your degree to the specialty occupation standard
USCIS requires your degree field to align directly with the Client Relationship Manager role. A degree in marketing, finance, or business administration maps cleanly. A humanities or unrelated degree requires additional documentation showing how it connects to the specific position.
Search DOL LCA filings by occupation code
Client Relationship Manager filings appear under SOC code 11-2021 (Marketing Managers) or 13-1161 (Market Research Analysts) depending on how employers classify the role. Use the OFLC Wage Search to see which companies have filed LCAs for this title in your target metro.
Find verified H-1B sponsors on Migrate Mate
Filter by Client Relationship Manager roles on Migrate Mate to see employers with confirmed H-1B LCA filing history for this occupation. That filing history signals genuine sponsorship willingness, not just a job listing with sponsorship mentioned in the description.
Clarify the SOC code before your employer files
Ask your employer which SOC code they plan to use on the LCA before filing. The code affects the prevailing wage tier USCIS benchmarks your salary against. A misclassified code can trigger a Request for Evidence after the petition is submitted.
Prepare a specialty occupation justification memo
Client Relationship Manager is a borderline specialty occupation title because some employers fill it without requiring a degree. Document how your role requires specialized knowledge, and get your employer to confirm the degree requirement in the job description before the LCA is filed.
Time your offer acceptance around the H-1B cap calendar
H-1B cap-subject petitions must be filed in April for an October 1 start date. If you receive an offer in May or June, your employer can file for the following April lottery. Confirm your employer understands this 11-month gap before you resign from your current position.
H-1B Visa Client Relationship Manager: Frequently Asked Questions
Does a Client Relationship Manager role qualify as a specialty occupation for H-1B purposes?
It qualifies when the employer requires a bachelor's degree or higher in a specific field such as business, finance, marketing, or a related discipline. Roles where any bachelor's degree is accepted regardless of field are harder to defend as specialty occupations. Your employer's job description must explicitly state the degree requirement and field to support the H-1B petition.
Which industries most commonly sponsor H-1B visas for Client Relationship Manager positions?
Financial services, enterprise software, management consulting, and investment banking firms file the most LCAs for relationship management roles. These industries typically require finance or business degrees and have established H-1B sponsorship processes. You can verify which specific employers have filed LCAs for this occupation by browsing Client Relationship Manager roles on Migrate Mate.
Can I transfer my H-1B to a new Client Relationship Manager role at a different company?
Yes. Under H-1B portability, you can start working for a new employer once they file a new petition, as long as your current H-1B has been approved for at least 180 days and the new role is in the same or a similar specialty occupation. The new employer must file a new LCA and I-129 petition before your start date.
How does the prevailing wage requirement affect H-1B sponsorship for this role?
Your employer must certify on the LCA that your salary meets the prevailing wage for the Client Relationship Manager occupation in your work location. The prevailing wage is determined by the DOL using wage surveys. If the employer's internal pay band falls below the prevailing wage for your metro area, they must adjust your compensation before the LCA can be certified.
What happens to my H-1B status if my Client Relationship Manager role changes significantly after the petition is approved?
Material changes to your job duties, location, or employer entity can require an amended H-1B petition. Moving to a new worksite in a different metro area or taking on responsibilities outside the original scope of the approved petition triggers an amendment filing. Failing to file an amendment when required can jeopardize your status.