Client Manager Visa Sponsorship Jobs in Florida
Florida's client manager roles span financial services in Miami, technology firms in Tampa and Orlando, and healthcare companies in Jacksonville. Major employers like Citigroup, Microsoft, and UnitedHealth Group have hired internationally for client-facing positions here. With Florida's growing international business sector, visa sponsorship opportunities for client managers are active across multiple industries.
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Get Access To All JobsINTRODUCTION
The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services to corporations. We pride ourselves in being a high touch organization that is highly competent, proactive, and responsive.
Due to our continued growth, the Retirement Plan Consulting division currently has an opening for a Client Manager. This role would be assisting with departmental objectives while maintaining relationships with key retirement plan sponsors (governmental and 401k) with a focus on client satisfaction and retention.
As a Retirement Plan Client Manager at The Baldwin Group, you will use advanced skills gained through training and experience to provide pro-active support to the Retirement Plan Consultant and Plan Sponsors, and assist with efficient, quality client service. You will serve not only as a key member of the Financial Services team but also as the initial point of contact for clients to identify, research, and resolve their problems while providing the highest level of customer service.
PRIMARY RESPONSIBILITIES:
- Provide advice and support to plan fiduciaries via committee meetings in the areas of investment selection, plan provisions, and strategic recommendations to improve the plan.
- Respond promptly to client inquiries and troubleshoot in conjunction with the Provider, TPA, DCIO, or other subject matter experts.
- Conduct participant education meetings and seminars, including one-on-one consultations.
- Meticulously update CRM on a real time basis, and generate periodic departmental reports.
- Generate and coordinate client deliverables such as investment and plan reviews with a high emphasis on accuracy and meeting stringent deadlines. Quarter end is typically fast paced.
- Offer additional support in facilitating RFP’s from various vendors.
- Update and generate weekly reports utilizing the CRM and MS Office, adhering to departmental protocols.
- Assist in generating pitch decks and compiling competitive intelligence on upcoming prospect meetings.
- Special projects as needed.
KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:
- Working knowledge of investment analytics (i.e. mutual funds, CIT’s, subaccounts, etc.)
- Polished written and oral communication skills.
- Familiarity with RPAG investment analysis software helpful but not required.
- Prior experience with CRM software (Redtail and Salesforce a plus).
- A proven track record of excellent customer service.
- Intermediate level knowledge of MS Office – Word, Excel, PowerPoint, Outlook.
- Extremely detail oriented, proactive, and reliable in all aspects.
- Working knowledge of facilitating virtual meetings via Microsoft Teams.
EDUCATION AND EXPERIENCE REQUIREMENTS:
- 1-3 years of experience in the financial services industry required. Experience with institutional retirement plans a plus but not required.
- Bachelor’s degree preferred.
- Advanced industry designations such as CPFA, AIF, QKA, CFP preferred.
- Holds Series 65 or 66 (or equivalent) and maintains all required registrations and continuing education.
OTHER REQUIREMENTS:
This role can be hybrid from Jacksonville, Tampa or Orlando, Florida.
SPECIAL WORKING CONDITIONS:
Fast paced multi-tasking environment.
IMPORTANT NOTICE:
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons.
EEOC (STATEMENT):
The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.
INTRODUCTION
The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services to corporations. We pride ourselves in being a high touch organization that is highly competent, proactive, and responsive.
Due to our continued growth, the Retirement Plan Consulting division currently has an opening for a Client Manager. This role would be assisting with departmental objectives while maintaining relationships with key retirement plan sponsors (governmental and 401k) with a focus on client satisfaction and retention.
As a Retirement Plan Client Manager at The Baldwin Group, you will use advanced skills gained through training and experience to provide pro-active support to the Retirement Plan Consultant and Plan Sponsors, and assist with efficient, quality client service. You will serve not only as a key member of the Financial Services team but also as the initial point of contact for clients to identify, research, and resolve their problems while providing the highest level of customer service.
PRIMARY RESPONSIBILITIES:
- Provide advice and support to plan fiduciaries via committee meetings in the areas of investment selection, plan provisions, and strategic recommendations to improve the plan.
- Respond promptly to client inquiries and troubleshoot in conjunction with the Provider, TPA, DCIO, or other subject matter experts.
- Conduct participant education meetings and seminars, including one-on-one consultations.
- Meticulously update CRM on a real time basis, and generate periodic departmental reports.
- Generate and coordinate client deliverables such as investment and plan reviews with a high emphasis on accuracy and meeting stringent deadlines. Quarter end is typically fast paced.
- Offer additional support in facilitating RFP’s from various vendors.
- Update and generate weekly reports utilizing the CRM and MS Office, adhering to departmental protocols.
- Assist in generating pitch decks and compiling competitive intelligence on upcoming prospect meetings.
- Special projects as needed.
KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:
- Working knowledge of investment analytics (i.e. mutual funds, CIT’s, subaccounts, etc.)
- Polished written and oral communication skills.
- Familiarity with RPAG investment analysis software helpful but not required.
- Prior experience with CRM software (Redtail and Salesforce a plus).
- A proven track record of excellent customer service.
- Intermediate level knowledge of MS Office – Word, Excel, PowerPoint, Outlook.
- Extremely detail oriented, proactive, and reliable in all aspects.
- Working knowledge of facilitating virtual meetings via Microsoft Teams.
EDUCATION AND EXPERIENCE REQUIREMENTS:
- 1-3 years of experience in the financial services industry required. Experience with institutional retirement plans a plus but not required.
- Bachelor’s degree preferred.
- Advanced industry designations such as CPFA, AIF, QKA, CFP preferred.
- Holds Series 65 or 66 (or equivalent) and maintains all required registrations and continuing education.
OTHER REQUIREMENTS:
This role can be hybrid from Jacksonville, Tampa or Orlando, Florida.
SPECIAL WORKING CONDITIONS:
Fast paced multi-tasking environment.
IMPORTANT NOTICE:
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons.
EEOC (STATEMENT):
The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.
Client Manager Job Roles in Florida
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Search Client Manager Jobs in FloridaClient Manager Jobs in Florida: Frequently Asked Questions
Which companies sponsor visas for client managers in Florida?
Large financial services firms in Miami such as Citigroup, Santander, and Banco Santander, along with technology companies like Microsoft and Salesforce in Tampa and Orlando, have sponsored visas for client manager roles in Florida. Healthcare organizations including UnitedHealth Group and HCA Healthcare are also active sponsors. Multinational firms with Florida headquarters or large regional offices tend to have established HR processes for international hires.
Which visa types are most common for client manager roles in Florida?
The H-1B visa is the most common visa for client manager roles in Florida, provided the position qualifies as a specialty occupation requiring a bachelor's degree or higher in a directly related field such as business, finance, or marketing. L-1B visas are another option for international employees transferring within a multinational company to a Florida office. Candidates with TN visa eligibility (Canadian or Mexican nationals) may also find opportunities in client management roles that meet the TN occupation list.
Which cities in Florida have the most client manager sponsorship jobs?
Miami leads Florida for client manager sponsorship activity, driven by its concentration of international banks, financial services firms, and Latin American headquarters. Tampa and Orlando follow closely, with growing technology, healthcare, and professional services sectors actively recruiting internationally. Jacksonville has a notable presence in financial services and insurance. Fort Lauderdale also sees sponsorship activity connected to its maritime, logistics, and international trade industries.
How to find client manager visa sponsorship jobs in Florida?
Migrate Mate is specifically built for international job seekers and filters client manager roles in Florida by visa sponsorship availability. You can browse current openings without sorting through listings that don't offer sponsorship. Focusing your search on Miami's financial sector, Tampa's tech industry, and Orlando's growing professional services market will surface the strongest opportunities. Migrate Mate's board is updated regularly, so checking back frequently helps you stay ahead of new postings.
Are there state-specific or role-specific factors that affect client manager sponsorship in Florida?
Florida has no state income tax, which can make compensation packages competitive compared to other major markets, though employers must still meet H-1B prevailing wage requirements as determined by the Department of Labor for the specific metro area. Florida's large international business community, particularly in Miami, means many employers are experienced with sponsoring foreign nationals. Client manager roles that involve relationship management for global clients tend to have a stronger business case for sponsorship, as international candidates often bring directly relevant language skills and regional market knowledge.
What is the prevailing wage for sponsored client manager jobs in Florida?
U.S. employers sponsoring a visa must pay at least the prevailing wage, which is what workers in the same role, area, and experience level typically earn. The Department of Labor sets this rate to make sure companies aren't hiring foreign workers simply because they'd accept lower pay than a U.S. worker. It varies by job title, location, and experience. You can look up current prevailing wage rates for any occupation and location using the OFLC Wage Search page.