H-1B Visa Director Of Client Services Jobs
Director of Client Services roles qualify for H-1B sponsorship as specialty occupations requiring a bachelor's degree in business, communications, or a related field. Many employers in consulting, SaaS, and professional services sponsor H-1B visas for this title, particularly for candidates with demonstrated client retention and revenue accountability.
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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 Director Of Client Services jobs
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Get Access To All JobsTips for Finding H-1B Visa Sponsorship in Director Of Client Services
Document your specialty occupation credentials early
Pull together degree transcripts, job descriptions from prior roles, and any certifications that tie your education directly to client services leadership. USCIS scrutinizes specialty occupation status for management titles, so a clear degree-to-role connection is non-negotiable.
Use O*NET to frame your job duties
The O*NET occupation profile for Client Services managers defines the degree requirements and core tasks USCIS expects. Align your offer letter's job description to that language before your employer files the I-129, so the petition reflects the specialty occupation standard.
Target employers with active LCA filing history
Search Migrate Mate to filter Director of Client Services roles by employers who have filed Labor Condition Applications for this title. Past LCA activity signals an employer understands the H-1B process and has infrastructure to sponsor without a lengthy internal approval cycle.
Verify the prevailing wage tier before negotiating
Run the DOL's OFLC Wage Search for your target metro and SOC code before accepting an offer. Your employer's LCA must certify a wage at or above the prevailing rate, and a low initial offer may need renegotiation once the DOL wage determination comes back.
Confirm E-Verify enrollment during the interview stage
Ask whether the company is enrolled in E-Verify before your recruiter submits an offer. Employers who aren't enrolled can still sponsor H-1B visas, but E-Verify participation is required if you'll need STEM OPT or cap-gap authorization while the petition is pending.
Plan your timeline around the cap and premium processing
H-1B cap petitions must be filed in April for an October 1 start date. If your current status expires before October, work with your employer to file with premium processing, which USCIS adjudicates within 15 business days, to close the gap.
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Find Director Of Client Services JobsDirector Of Client Services H-1B Visa: Frequently Asked Questions
Does a Director of Client Services role qualify as a specialty occupation for H-1B purposes?
Yes, provided the position requires at least a bachelor's degree in a specific field such as business administration, communications, or marketing. Generic management roles without a defined degree requirement can face H-1B denials, so your employer's job description should explicitly state the required field of study and how it relates to the day-to-day duties of the role.
Which industries are most likely to sponsor H-1B visas for this role?
Consulting firms, enterprise SaaS companies, financial services, and professional services organizations are the most consistent H-1B sponsors for Director of Client Services titles. These employers regularly file LCAs for client-facing leadership roles and tend to have internal immigration counsel or HR processes already set up. You can browse employers with verified filing history on Migrate Mate.
How does the H-1B prevailing wage requirement affect this role?
The DOL requires your employer to pay at least the prevailing wage for the Director of Client Services occupation in your work location, based on the relevant SOC code. Wage levels vary significantly by metro area. You can look up the applicable wage tier using the OFLC Wage Search before entering salary negotiations, so you know the floor your employer must meet.
Can I switch employers mid-H-1B while in a Director of Client Services role?
Yes, H-1B portability allows you to change employers after your initial petition has been approved and you've maintained valid status. Your new employer must file an H-1B transfer petition before your start date with them. The new petition must also meet specialty occupation and prevailing wage requirements for the role at their location.
What documentation should I provide to help my employer file my H-1B petition?
You'll need academic transcripts confirming your degree, a detailed resume showing your client services experience, and any professional certifications relevant to the role. If your degree is from outside the U.S., a credential evaluation from a NACES-approved agency is typically required. Your employer's immigration attorney or filing service will use these to build the specialty occupation argument in the I-129 petition.
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