TN Visa Relationship Manager Jobs
Relationship Manager roles qualify for TN visa sponsorship under the USMCA's economist and management consultant categories, depending on how your employer defines the position. Canadian citizens can apply at the port of entry with same-day processing. Mexican citizens follow the consular route. A qualifying bachelor's degree in finance, business, or economics is required.
See All Relationship Manager JobsOverview
Showing 5 of 557+ Relationship Manager jobs
Have you applied for this role?
Have you applied for this role?
Have you applied for this role?
Have you applied for this role?
Have you applied for this role?
See all 557+ Relationship Manager jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Relationship Manager roles.
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 557+ Relationship Manager jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Relationship Manager roles.
Get Access To All JobsTips for Finding TN Visa Sponsorship as a Relationship Manager
Match your degree to the listed category
TN approval hinges on your degree field aligning with the specific USMCA category your employer selects. A finance or economics degree supports an economist classification; a business degree maps better to management consultant. Confirm this match before submitting anything.
Request a support letter before accepting
Ask your employer to draft the TN support letter during offer negotiation, not after. It must specify your USMCA category, job duties, and the professional nature of the role. Vague duty descriptions are the most common reason CBP officers push back at the border.
Search TN-specific listings through Migrate Mate
Generic job boards don't filter by visa type, so you spend hours screening out employers who won't sponsor. Migrate Mate surfaces Relationship Manager roles where employers are already open to TN sponsorship, cutting out that qualification step entirely.
Target banks and credit unions with compliance teams
Financial institutions with dedicated HR compliance teams process TN sponsorships faster than smaller firms. They understand the support letter requirements and are less likely to confuse TN with H-1B, which means fewer delays between your offer and your start date.
Prepare credential documentation for mixed-experience cases
If your degree is in a tangentially related field, gather evidence showing how your coursework directly supports the Relationship Manager function. Transcripts alone rarely satisfy a skeptical CBP officer. A credential evaluation from a NACES-recognized service strengthens the package.
Clarify your USMCA category if the role title shifts
Employers sometimes reclassify Relationship Manager roles after filing, changing your title to account manager or client advisor. Any change in duties or title requires re-evaluation of your TN category to stay in valid status. Confirm in writing that the approved category still fits.
Relationship Manager jobs are hiring across the US. Find yours.
Find Relationship Manager JobsRelationship Manager TN Visa: Frequently Asked Questions
Does a Relationship Manager role actually qualify for a TN visa?
It depends on how the employer categorizes the position. Relationship Manager roles typically qualify under the management consultant or economist USMCA categories, provided the duties are primarily professional and analytical in nature. Roles that are heavily sales-focused with no analytical or advisory component are harder to classify. Your employer's support letter needs to map the actual job duties to a recognized USMCA category, not just use the job title.
How does the TN visa compare to H-1B for Relationship Manager positions?
TN is significantly more accessible for this role. There's no annual lottery, no cap for Canadian citizens, and Canadians can get approved at a port of entry on the same day. H-1B requires employer sponsorship months in advance, subjects you to a random selection process, and carries a filing fee burden that many smaller financial employers want to avoid. TN is also renewable indefinitely in three-year increments, making it a stable long-term option.
Can Mexican citizens get TN sponsorship for Relationship Manager jobs?
Yes, but the process differs from Canada. Mexican TN applicants must apply at a U.S. consulate rather than at the border, and Mexico has a separate annual allocation of 5,500 TN visas. Because consular appointments can take weeks to schedule, you and your employer should plan for a longer lead time between your offer letter and your actual start date. Your employer's support letter requirements are identical to those for Canadian applicants.
Where can I find Relationship Manager jobs that explicitly offer TN visa sponsorship?
Migrate Mate is built specifically for this search. Most job listings don't advertise TN sponsorship by name, which means you often spend time applying and reaching the offer stage before discovering an employer won't sponsor. Migrate Mate filters roles by visa type so you only see Relationship Manager positions where TN sponsorship is already on the table, saving time on both sides of the conversation.
What happens to my TN status if my employer changes my job title or duties?
A material change in your job duties or title requires a new TN approval. If your role shifts from client advisory work toward pure sales management, the original USMCA category may no longer apply. You and your employer should document any role changes promptly and assess whether a new TN petition is needed. Continuing to work under an outdated TN approval for a substantially different role puts your status at risk.
See which Relationship Manager employers are hiring and sponsoring visas right now.
Search Relationship Manager Jobs