Client Relationship Manager Jobs in USA with Visa Sponsorship
Client Relationship Manager roles regularly appear on H-1B visa and E-3 visa sponsorship lists, particularly at financial services firms, consulting companies, and enterprise software providers. Most employers require a bachelor's degree in business, finance, or a related field, and USCIS consistently classifies the role as a specialty occupation. For detailed occupation requirements, see the O*NET profile.
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Get Access To All JobsINTRODUCTION
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
ROLE AND RESPONSIBILITIES
This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks.
Responsibilities:
- Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth
- Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service
- Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit
- Oversees the client service experience and reviews the approval of new client accounts
- Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals
Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
- Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals.
- Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
- Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
- Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
- People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
- Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
- Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
- Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.
BASIC QUALIFICATIONS
- Currently hold FINRA Securities Industry Essentials (SIE), Series 7 and Series 66 (or Series 63 and 65), Series 9 and 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted
- Minimum of five years of professional experience
PREFERRED QUALIFICATIONS
- Compensation Analysis
- Performance Management
- Process Performance Management
- Referral Management
- Workforce Planning
- Due Diligence
- Internal Audit Review
- Leadership Development
- Recruiting
- Risk Management
- Client Management
- Customer Service Management
- Employee Counseling
- Succession Planning
- Trade Operations Management
MINIMUM EDUCATION REQUIREMENT
High School Diploma / GED / Secondary School or equivalent
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.
Shift:
1st shift (United States of America)
Hours Per Week:
40
INTRODUCTION
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
ROLE AND RESPONSIBILITIES
This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks.
Responsibilities:
- Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth
- Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service
- Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit
- Oversees the client service experience and reviews the approval of new client accounts
- Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals
Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
- Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals.
- Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
- Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
- Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
- People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
- Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
- Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
- Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.
BASIC QUALIFICATIONS
- Currently hold FINRA Securities Industry Essentials (SIE), Series 7 and Series 66 (or Series 63 and 65), Series 9 and 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted
- Minimum of five years of professional experience
PREFERRED QUALIFICATIONS
- Compensation Analysis
- Performance Management
- Process Performance Management
- Referral Management
- Workforce Planning
- Due Diligence
- Internal Audit Review
- Leadership Development
- Recruiting
- Risk Management
- Client Management
- Customer Service Management
- Employee Counseling
- Succession Planning
- Trade Operations Management
MINIMUM EDUCATION REQUIREMENT
High School Diploma / GED / Secondary School or equivalent
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.
Shift:
1st shift (United States of America)
Hours Per Week:
40
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Get Access To All JobsTips for Finding Visa Sponsorship as a Client Relationship Manager
Target industries with established sponsorship track records
Financial services, management consulting, and enterprise technology firms sponsor Client Relationship Managers most consistently. These industries have dedicated HR and legal infrastructure for visa filings, making them far more likely to navigate the process confidently than smaller employers.
Emphasize your degree-to-role alignment in applications
USCIS scrutinizes whether your degree directly supports the specialty occupation claim. A background in business administration, finance, marketing, or communications strengthens your petition. Highlight coursework and experience that maps explicitly to client strategy, account management, and business development.
Understand that LCA filing is the employer's first step
Before your H-1B petition is filed, your employer must obtain a certified Labor Condition Application from the Department of Labor. This confirms the offered role meets prevailing wage requirements. Ask your employer early whether they have prior LCA experience to gauge their readiness.
Prepare for specialty occupation documentation scrutiny
USCIS occasionally issues Requests for Evidence for relationship management roles, questioning whether a degree is truly required. Counter this by collecting job postings from peer employers that list a bachelor's degree as required, not merely preferred, and include them in your petition.
Australian nationals should evaluate the E-3 visa seriously
The E-3 visa is available only to Australian citizens and has no lottery. Client Relationship Manager roles qualify as specialty occupations under E-3, and the 10,500 annual cap has never been reached, meaning qualified applicants can apply at any time of year.
Browse sponsorship-verified listings on Migrate Mate
Not every employer advertising a Client Relationship Manager role will sponsor a visa. Migrate Mate filters listings to surface employers who have an active sponsorship history, saving you from applying to roles where immigration support was never on the table.
Frequently Asked Questions
Does the Client Relationship Manager role qualify as a specialty occupation for H-1B purposes?
Yes, provided the employer can demonstrate that a specific bachelor's degree is a minimum requirement for the position. Roles at financial services firms, consulting companies, and enterprise software providers typically meet this standard. Generic sales or account management roles where any degree qualifies are more vulnerable to USCIS scrutiny, so the job description and offer letter both matter.
What degree do I need to get visa sponsorship as a Client Relationship Manager?
A bachelor's degree in business administration, finance, marketing, communications, or a closely related field is the most defensible educational background for this role. Degrees in unrelated fields can still qualify if your coursework or work experience directly supports the client strategy and financial analysis components of the position. Immigration attorneys often recommend documenting this connection explicitly in the petition.
How can I find Client Relationship Manager jobs that offer visa sponsorship?
Migrate Mate is the most efficient way to find these roles. The platform surfaces listings from employers with verified sponsorship history, so you're not wasting applications on companies that list the role but have no infrastructure to support an H-1B visa or E-3 visa filing. Filtering by sponsorship track record saves significant time during a job search.
Are H-1B petitions for Client Relationship Manager roles commonly approved?
Approval rates for this occupation are generally solid when the petition establishes a clear specialty occupation argument, but Requests for Evidence are not uncommon. USCIS looks for evidence that the role requires a degree in a specific field rather than any degree. Petitions supported by strong employer documentation, industry comparators, and a detailed job description perform significantly better than bare-minimum filings.
Can I transfer my H-1B to a new employer if I switch Client Relationship Manager roles?
Yes. H-1B portability allows you to begin working for a new employer as soon as they file a new H-1B petition on your behalf, without waiting for approval, as long as your prior H-1B was approved and you've maintained valid status. The new employer must file a new Labor Condition Application and I-129 petition. There's no need to restart the lottery if you're already in H-1B status.
What is the prevailing wage requirement for sponsored Client Relationship Manager jobs?
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.