TN Visa Director Of Client Services Jobs
Director of Client Services roles qualify for TN visa sponsorship under the Management Consultant category when the position requires a bachelor's degree and involves strategic client oversight. Canadian citizens can apply at the border or a U.S. consulate without a cap; Mexican citizens require consular processing under the annual allocation.
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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 5+ Director Of Client Services jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Director Of Client Services roles.
Get Access To All JobsTips for Finding TN Visa Sponsorship as a Director Of Client Services
Frame your degree against management consulting criteria
TN classification for this role depends on your credentials mapping to Management Consultant requirements. A degree in business, communications, or a related field strengthens your case. Gaps between your title and USCIS specialty occupation criteria are the most common filing stumbling block.
Target employers with cross-border client portfolios
Companies managing clients across Canada, Mexico, and the U.S. are already structured for TN sponsorship workflows. Prioritize organizations with Canadian or Mexican parent companies, their HR teams have processed TN petitions before and won't need convincing on the mechanism.
Verify employer E-Verify enrollment before accepting
Not every company offering TN sponsorship is enrolled in E-Verify, which affects your Form I-9 completion and onboarding timeline. Confirm enrollment status before signing an offer, gaps here can delay your start date by weeks.
Negotiate offer letter language before visa sponsorship begins
The job duties listed in your offer letter must align with the role requirements presented at your port of entry or consulate. Vague titles like 'Director of Client Services' need precise duty descriptions that tie back to management consulting activities and demonstrate how the role qualifies for TN classification—address this during the offer stage to strengthen your application.
Use Migrate Mate to find active TN sponsors
Search Migrate Mate to identify Director of Client Services openings at employers already sponsoring TN visas. Filtering by active sponsorship history cuts the time spent on companies that will stall at the HR approval stage.
As a Mexican citizen, account for consulate processing in your timeline
Mexican nationals cannot use the Canadian border entry shortcut and must schedule a U.S. consular interview. Build at least four to six weeks into your start date negotiation to account for appointment availability and document preparation under the annual TN allocation.
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Find Director Of Client Services JobsDirector Of Client Services TN Visa: Frequently Asked Questions
Does a Director of Client Services role qualify for TN visa status?
Yes, if the position is structured under the Management Consultant category. USCIS requires that the role involve providing consulting services to clients, that a bachelor's degree in a relevant field is a genuine requirement, and that your credentials match. Roles focused purely on account management without a strategic advisory component can face closer scrutiny during adjudication.
How does the TN visa compare to H-1B for Director of Client Services positions?
TN has no lottery, no annual cap for Canadians, and can be obtained at the border the same day for qualifying applicants. H-1B requires employer sponsorship months in advance, lottery selection, and a lengthy USCIS adjudication period. For Canadian and Mexican professionals, TN is a faster, more predictable path to starting a Director of Client Services role in the U.S.
What documents does my employer need to file for my TN visa?
Your employer must provide a detailed support letter describing the Director of Client Services role, your specific duties, your required qualifications, and the intended period of employment. This letter will be presented at your U.S. port of entry (for Canadians) or at a U.S. consulate (for Mexicans) as part of your TN application. You'll need to supply your degree credentials and, if applicable, professional license documentation.
Where can I find Director of Client Services jobs with TN visa sponsorship?
Migrate Mate lets you search Director of Client Services openings filtered by employers with active TN visa sponsorship history. This removes the guesswork of cold-applying to companies that haven't sponsored TN status before and connects you directly with roles where the HR and legal infrastructure for your visa filing already exists.
Can I switch employers on a TN visa without losing status?
Yes, but your TN status is tied to the specific employer named in your petition. Before starting with a new company, that employer must file a new TN petition on your behalf. If you're Canadian, this can be done at the border. If you're Mexican, it requires a new consular appointment. Don't resign until the new petition is approved or you have a clear filing plan in place.
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