OPT Manager Client Experience Jobs
Manager Client Experience jobs on OPT require employers willing to file an H-1B visa or extend your OPT authorization. These roles sit at the intersection of operations, team leadership, and customer strategy, making them eligible for STEM OPT extensions when housed within qualifying business or management degree programs.
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Get Access To All JobsAt Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.
Job Description
Who We Are
Glades Wealth Partners is an award-winning wealth management team recognized by Forbes Best-in-State Wealth Management Teams (2025-2026) and the Ameriprise Client Experience Award (2021-2025). We are guided by our values of Community, Integrity, Clarity, and Teamwork and believe serious financial work can still be enjoyable.
We take our work seriously, but not ourselves. Around here, exceptional client service, smart systems, and the occasional office-dog cameo all matter.
About the Role
We're looking for someone who appreciates strong processes, notices opportunities to make them even better, asks thoughtful questions, and helps turn good ideas into practical improvements.
Glades Wealth Partners is often selected for Ameriprise pilot programs and new technology initiatives. The right candidate will help evaluate new tools, drive adoption, and identify practical ways to make our team more efficient and effective. We're looking for someone who doesn't just follow processes. We're looking for someone who improves them. If you're naturally curious and frequently find yourself saying, "I know how we can improve this.” you'll fit right in!
- Coordinate client meeting preparation and follow-up
- Manage client service requests from start to finish
- Maintain accurate CRM records and workflows
- Serve as a key point of contact for client communications
- Assist with marketing campaigns, events, and communications
- Support the evaluation, rollout, and adoption of new technology tools and Ameriprise pilot programs
- Spot process gaps, workflow misses, and inefficiencies—and help build practical solutions
- Support team training and technology adoption efforts
What Success Looks Like
- Clients receive an elevated experience, worthy of telling their friends about
- CRM records are accurate and up to date
- Identifies gaps, misses, and inefficiencies—and helps create practical solutions
- Stays current on new technology releases, evaluates their usefulness for our practice, and helps integrate the right tools into our workflow
- Processes become clearer, smoother, and easier for the team to follow
- Team members view you as reliable, proactive, and solutions-oriented
What You Bring
- Bachelor's degree
- 2+ years of professional experience
- Strong organizational and communication skills
- Brings a solution-oriented mindset and a sharp eye for details others may miss
- A work-smarter-not-harder mindset, with a natural drive to simplify and improve how work gets done
- Confidence learning new technology, evaluating how it fits the practice, and helping others adopt it
- Comfortable asking thoughtful questions, identifying what may have been missed, and following through on solutions
- Experience with CRM systems and Microsoft 365
Preferred
- Financial services experience
- Salesforce experience
- Microsoft Copilot Premium or Claude experience
- Canva or marketing experience
- Process improvement or project coordination experience
Why Join Us?
- Award-winning, client-focused team
- Direct impact on how our business grows and evolves
- Opportunities to work with emerging technology and innovation pilots
- Training, mentorship, and professional development
- Collaborative culture with high standards and a sense of humor
- Quarterly team outings
- Dog-friendly, animal-loving team culture
Benefits
- Medical, dental, and vision insurance
- SIMPLE IRA with employer contribution
- Paid time off and paid holidays
- Short- and long-term disability insurance
- Continuing education and licensing support
- On-site workout room and shower
Full-Time/Part-Time
Full time
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.
Job Description
Who We Are
Glades Wealth Partners is an award-winning wealth management team recognized by Forbes Best-in-State Wealth Management Teams (2025-2026) and the Ameriprise Client Experience Award (2021-2025). We are guided by our values of Community, Integrity, Clarity, and Teamwork and believe serious financial work can still be enjoyable.
We take our work seriously, but not ourselves. Around here, exceptional client service, smart systems, and the occasional office-dog cameo all matter.
About the Role
We're looking for someone who appreciates strong processes, notices opportunities to make them even better, asks thoughtful questions, and helps turn good ideas into practical improvements.
Glades Wealth Partners is often selected for Ameriprise pilot programs and new technology initiatives. The right candidate will help evaluate new tools, drive adoption, and identify practical ways to make our team more efficient and effective. We're looking for someone who doesn't just follow processes. We're looking for someone who improves them. If you're naturally curious and frequently find yourself saying, "I know how we can improve this.” you'll fit right in!
- Coordinate client meeting preparation and follow-up
- Manage client service requests from start to finish
- Maintain accurate CRM records and workflows
- Serve as a key point of contact for client communications
- Assist with marketing campaigns, events, and communications
- Support the evaluation, rollout, and adoption of new technology tools and Ameriprise pilot programs
- Spot process gaps, workflow misses, and inefficiencies—and help build practical solutions
- Support team training and technology adoption efforts
What Success Looks Like
- Clients receive an elevated experience, worthy of telling their friends about
- CRM records are accurate and up to date
- Identifies gaps, misses, and inefficiencies—and helps create practical solutions
- Stays current on new technology releases, evaluates their usefulness for our practice, and helps integrate the right tools into our workflow
- Processes become clearer, smoother, and easier for the team to follow
- Team members view you as reliable, proactive, and solutions-oriented
What You Bring
- Bachelor's degree
- 2+ years of professional experience
- Strong organizational and communication skills
- Brings a solution-oriented mindset and a sharp eye for details others may miss
- A work-smarter-not-harder mindset, with a natural drive to simplify and improve how work gets done
- Confidence learning new technology, evaluating how it fits the practice, and helping others adopt it
- Comfortable asking thoughtful questions, identifying what may have been missed, and following through on solutions
- Experience with CRM systems and Microsoft 365
Preferred
- Financial services experience
- Salesforce experience
- Microsoft Copilot Premium or Claude experience
- Canva or marketing experience
- Process improvement or project coordination experience
Why Join Us?
- Award-winning, client-focused team
- Direct impact on how our business grows and evolves
- Opportunities to work with emerging technology and innovation pilots
- Training, mentorship, and professional development
- Collaborative culture with high standards and a sense of humor
- Quarterly team outings
- Dog-friendly, animal-loving team culture
Benefits
- Medical, dental, and vision insurance
- SIMPLE IRA with employer contribution
- Paid time off and paid holidays
- Short- and long-term disability insurance
- Continuing education and licensing support
- On-site workout room and shower
Full-Time/Part-Time
Full time
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
See all 150+ OPT Manager Client Experience Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new OPT Manager Client Experience Jobs.
Get Access To All JobsTips for Finding OPT Sponsorship in Manager Client Experience
Target companies with H-1B filing history
Companies that have sponsored H-1B visas before are far more likely to do it again. Search USCIS disclosure data for employers who have filed for client experience or customer success management roles in the past two to three years.
Clarify your OPT timeline upfront
Recruiters need to know your exact OPT end date and whether you qualify for a STEM extension. Presenting this clearly in early conversations prevents late-stage surprises and signals that you understand the sponsorship process, which builds employer confidence.
Frame your degree as a business asset
Manager Client Experience roles often require a business, communications, or operations degree. Connect your academic background directly to the role requirements in your resume and cover letter to reinforce that your qualifications align with what specialty occupation standards require.
Prioritize mid-market and enterprise employers
Larger companies have dedicated HR and immigration teams that handle sponsorship routinely. Mid-market to enterprise employers in SaaS, financial services, and consulting are the most active sponsors for client-facing management roles requiring a bachelor's degree.
Lead with client outcomes, not just responsibilities
Hiring managers in this space want to see measurable impact. Quantify retention improvements, NPS score gains, or team performance metrics you have driven. Concrete results make your profile stand out and justify the additional effort of sponsorship.
Apply early in your OPT window
Sponsorship processes take time. Starting your job search in the first three months of your OPT period gives employers enough runway to evaluate you, extend an offer, and file the necessary paperwork before your authorization expires or the H-1B cap deadline arrives.
Manager Client Experience OPT: Frequently Asked Questions
Does a Manager Client Experience role qualify for OPT work authorization?
Yes, as long as the role is directly related to your degree field. Client experience management roles typically qualify under business, communications, marketing, or information systems degrees. You will need to confirm the connection with your DSO, who must authorize each employer on your SEVIS record before you begin working.
Can I qualify for a STEM OPT extension in a Manager Client Experience role?
It depends on your degree. If your undergraduate or graduate degree is in a STEM-designated field such as management information systems, applied statistics, or certain business analytics programs, your Manager Client Experience role may qualify for the 24-month STEM extension, giving you up to three years of total OPT work authorization.
How do I find Manager Client Experience jobs that sponsor OPT or H-1B visas?
Migrate Mate lists client experience and customer success management roles from employers with verified sponsorship history. Filtering for OPT-friendly employers saves significant time compared to applying broadly and discovering late in the process that a company does not sponsor. Start your search on Migrate Mate to focus your applications where they are most likely to convert.
Is a Manager Client Experience role considered a specialty occupation for H-1B purposes?
Generally yes, provided the role requires a specific bachelor's degree in a relevant field such as business administration, communications, or a related discipline. Roles that accept any degree regardless of field can face scrutiny. Employers strengthen the petition by writing job descriptions that tie responsibilities directly to a specific degree requirement.
What happens to my OPT authorization if I get promoted or change teams within the same company?
If the new role remains directly related to your authorized degree field and you are still within your approved OPT period, you can generally continue working. However, any material change in job duties should be reviewed with your DSO. If the role changes significantly, your DSO may need to update your SEVIS record to reflect the new position.