TN Visa Client Relationship Manager Jobs
Client Relationship Manager roles qualify for TN visa sponsorship under the USMCA's Management Consultant category when the position involves advisory, analytical, or strategic client-facing responsibilities. Canadian citizens can enter at the port of entry; Mexican citizens apply at a U.S. consulate. No lottery, no annual cap for Canadians.
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Get Access To All JobsJOB DESCRIPTION
At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring they feel valued and delighted by our unparalleled expertise.
As a Relationship Manager in JPMorgan Private Client, you will nurture and develop high-net-worth client relationships by earning their trust, comprehensively understanding their unique aspirations, and offering bespoke solutions and tailored advice. You will empower clients to explore the vast financial possibilities their wealth affords, leveraging the formidable capabilities of JPMorgan Chase, including seamless collaboration with partners across various business lines. With an entrepreneurial spirit, you will actively acquire new clients while deepening and maintaining existing relationships, all contributing to the dynamic growth of our business.
Job responsibilities
- Cultivate meaningful and enduring relationships with clients, ensuring they receive an exceptional and personalized experience that exceeds expectations.
- Collaborate intimately with clients to discern their unique needs and aspirations, crafting bespoke solutions that support their goals at every stage—whether short-term, medium-term, or long-term—through a comprehensive and personalized planning approach.
- Foster and deepen long-term primary banking and lending relationships as well as help facilitate the introduction of wealth management services. This includes regularly engaging in in-person consultations with prospects and clients at their places of business and other locations.
- Present the full JPMorgan Private Client value proposition, attracting and nurturing client relationships while enhancing their overall experience with sophistication.
- Share insights and perspectives on the economy and financial markets with clients, fostering trust and earning their business through informed and strategic guidance.
- Build a robust pipeline through acquiring new relationships, actively seeking opportunities to connect with potential clients and partners and leveraging these connections to expand the client base and drive business growth.
- Network and establish influential connections with referral sources and esteemed contacts outside the office to generate valuable banking and investment opportunities.
- Develop internal partnerships across all business lines to effectively address and fulfill clients' unique needs with precision and expertise.
- Uphold a strong risk and controls environment by adhering to all policies, regulatory guidelines, and security measures with the utmost diligence.
Required qualifications, capabilities, and skills
- Possess 10+ years in Financial Services, including affluent or complex relationship management and business development.
- Exhibit an entrepreneurial spirit, resilience, and persistence in prospecting efforts to expand business.
- Maintain a high-net-worth referral network to develop a new book of business and demonstrate proven success in building trusted client relationships.
- Solve complex financial challenges and present innovative solutions with your astute financial acumen and familiarity with holistic financial planning.
- Demonstrate a passion for guiding clients through what matters most to them and the ability to work collaboratively in a team environment to deliver bespoke solutions and exceptional client service.
- The Securities Industry Essential (SIE) exam, FINRA Series 7, and FINRA Series 66 (or 63 and 65) are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC’s licensing program within 150 days of hire, with study materials and support provided.
Preferred qualifications, capabilities, and skills
- Hold a college degree or military equivalent.
Federal Deposit Insurance Act:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorgan Chase’s review of criminal conviction history, including pretrial diversions or program entries.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase online application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx
About us
Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
JOB DESCRIPTION
At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring they feel valued and delighted by our unparalleled expertise.
As a Relationship Manager in JPMorgan Private Client, you will nurture and develop high-net-worth client relationships by earning their trust, comprehensively understanding their unique aspirations, and offering bespoke solutions and tailored advice. You will empower clients to explore the vast financial possibilities their wealth affords, leveraging the formidable capabilities of JPMorgan Chase, including seamless collaboration with partners across various business lines. With an entrepreneurial spirit, you will actively acquire new clients while deepening and maintaining existing relationships, all contributing to the dynamic growth of our business.
Job responsibilities
- Cultivate meaningful and enduring relationships with clients, ensuring they receive an exceptional and personalized experience that exceeds expectations.
- Collaborate intimately with clients to discern their unique needs and aspirations, crafting bespoke solutions that support their goals at every stage—whether short-term, medium-term, or long-term—through a comprehensive and personalized planning approach.
- Foster and deepen long-term primary banking and lending relationships as well as help facilitate the introduction of wealth management services. This includes regularly engaging in in-person consultations with prospects and clients at their places of business and other locations.
- Present the full JPMorgan Private Client value proposition, attracting and nurturing client relationships while enhancing their overall experience with sophistication.
- Share insights and perspectives on the economy and financial markets with clients, fostering trust and earning their business through informed and strategic guidance.
- Build a robust pipeline through acquiring new relationships, actively seeking opportunities to connect with potential clients and partners and leveraging these connections to expand the client base and drive business growth.
- Network and establish influential connections with referral sources and esteemed contacts outside the office to generate valuable banking and investment opportunities.
- Develop internal partnerships across all business lines to effectively address and fulfill clients' unique needs with precision and expertise.
- Uphold a strong risk and controls environment by adhering to all policies, regulatory guidelines, and security measures with the utmost diligence.
Required qualifications, capabilities, and skills
- Possess 10+ years in Financial Services, including affluent or complex relationship management and business development.
- Exhibit an entrepreneurial spirit, resilience, and persistence in prospecting efforts to expand business.
- Maintain a high-net-worth referral network to develop a new book of business and demonstrate proven success in building trusted client relationships.
- Solve complex financial challenges and present innovative solutions with your astute financial acumen and familiarity with holistic financial planning.
- Demonstrate a passion for guiding clients through what matters most to them and the ability to work collaboratively in a team environment to deliver bespoke solutions and exceptional client service.
- The Securities Industry Essential (SIE) exam, FINRA Series 7, and FINRA Series 66 (or 63 and 65) are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC’s licensing program within 150 days of hire, with study materials and support provided.
Preferred qualifications, capabilities, and skills
- Hold a college degree or military equivalent.
Federal Deposit Insurance Act:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorgan Chase’s review of criminal conviction history, including pretrial diversions or program entries.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase online application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx
About us
Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
See all 53+ Client Relationship Manager jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Client Relationship Manager roles.
Get Access To All JobsTips for Finding TN Visa Sponsorship as a Client Relationship Manager
Frame your credentials around advisory functions
TN approval for Client Relationship Managers depends on demonstrating that your role involves consultative or analytical work, not just account maintenance. Highlight deliverables like client strategy development, needs assessments, or revenue optimization in your credential package.
Target employers experienced with visa sponsorship
Companies experienced with visa sponsorship understand the TN process and won't mistake it for H-1B complexity. Search Migrate Mate to filter Client Relationship Manager roles by employers with recent visa filings, which indicates familiarity with work visa sponsorship.
Get your offer letter to cover TN-required elements
Your offer letter must specify the professional category, job duties, anticipated length of employment, and your credentials. A letter that only states your title and salary is likely to cause a secondary review or denial at the port of entry.
Prepare for the management consultant category challenge
CBP officers sometimes question whether Client Relationship Manager roles qualify under Management Consultant. Carry documentation showing the role requires a bachelor's degree in a related field and that the work involves client-specific analysis or advisory output.
Understand how Mexican applicants access the TN differently
If you hold Mexican citizenship, you apply through a U.S. consulate rather than at a port of entry. The process requires a DS-160, a visa fee, and a scheduled interview appointment, so build that timeline into your start date negotiation with the employer.
Align your degree field with the job description before applying
TN status requires a direct nexus between your degree field and the role. A business administration or marketing degree supports most Client Relationship Manager positions, but a mismatch between your transcript and the job duties is a common cause of denial.
Client Relationship Manager jobs are hiring across the US. Find yours.
Find Client Relationship Manager JobsClient Relationship Manager TN Visa: Frequently Asked Questions
Does a Client Relationship Manager role qualify for TN visa status?
It can, but the classification depends on how the role is defined. CBP evaluates Client Relationship Manager positions under the Management Consultant TN category. The role must involve advisory, analytical, or strategic functions rather than routine account servicing. Positions that require a relevant bachelor's degree and include client-specific analysis or recommendations have the strongest TN eligibility profile.
How does TN visa sponsorship for Client Relationship Managers compare to H-1B?
TN has no annual lottery and no cap for Canadian citizens, so you aren't competing for a limited number of slots the way H-1B applicants are. Employers also face a lighter administrative burden under TN, which makes many mid-size companies more willing to sponsor. The trade-off is that TN is limited to Canadian and Mexican citizens under USMCA, and the role must fit a defined professional category.
Where can I find Client Relationship Manager jobs that offer TN visa sponsorship?
Migrate Mate is built specifically for Canadian and Mexican professionals searching for TN-eligible roles in the United States. You can filter by job title and see which employers have a history of sponsoring TN workers, so you're not applying blind to companies that may not understand the process.
What documents do I need to bring to a port of entry as a Canadian applicant?
Canadian citizens applying for TN status at a port of entry should carry a valid passport, a detailed employer offer letter covering the professional category and job duties, proof of academic credentials such as a diploma or official transcripts, and any supporting documents that tie your degree field to the role. CBP officers adjudicate TN applications on the spot, so a complete package reduces the risk of a secondary review.
Can my employer file for TN status on my behalf before I arrive in the United States?
Yes. Employers can file Form I-129 with USCIS to obtain TN status through a consular or change-of-status process, though Canadian citizens most commonly self-petition at the port of entry. Filing through USCIS gives the employer and employee a paper record of the approved petition before any travel occurs, which some employers and candidates prefer for planning certainty.
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