Director Of Client Experience Jobs in USA with Visa Sponsorship
Director of Client Experience roles attract H-1B and O-1 visa sponsorship from mid-size and enterprise companies. Employers typically require a bachelor's degree in business, communications, or a related field, with demonstrated leadership in customer success or service operations. For detailed occupation requirements, see the O*NET profile.
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Get Access To All JobsAbout Savvy Wealth
Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work. Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients. We’ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more. Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $5.1 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale!
The Role
Savvy is looking for a Director of Client Experience to own, scale, and evolve one of the company’s most critical value drivers as we enter our next phase of growth. This leader will be responsible for building a high-performance, tech-enabled Client Servicing function that delivers exceptional experience to Savvy Advisors while driving meaningful improvements in efficiency and cost-to-serve. The Director of Client Experience will have end-to-end ownership of the Client Servicing organization, including team structure, performance management, workflow design, tooling & automation, and service strategy. This role will partner closely with Product, Engineering, and Operations to modernize how Client Servicing is delivered and ensure the function can scale sustainably alongside Savvy’s rapid growth. This role reports into the Head of Advisor Success and is ideal for a well-rounded operator who combines strong people leadership with a deep instinct for operational excellence, measurement, and technology-enabled service delivery.
Responsibilities
- Own and lead the Client Experience function, including hiring, training, performance management, and organizational design for a rapidly scaling service team.
- Define and execute a Client Experience strategy that balances advisor satisfaction, end-client outcomes, and Savvy’s business goals.
- Design, standardize, and continuously improve core client servicing workflows to reduce cycle time, rework, and operational cost while maintaining high service quality.
- Establish and own service-level KPIs and OKRs, including CSAT, SLA adherence, reassignments, churn, and cost-to-serve metrics.
- Drive adoption of tooling, automation, and AI-enabled solutions to improve Client Servicing effectiveness and service scalability, in close partnership with Product and Engineering.
- Partner cross-functionally with Product, Engineering, Operations, and advisors to influence roadmaps, prioritize initiatives, and ensure smooth rollout and adoption of new tools and processes.
- Foster a high-performance, low-churn team culture that emphasizes accountability, continuous improvement, and customer-centric decision-making.
- Serve as the senior escalation point for complex client servicing issues, ensuring issues are resolved effectively while improving underlying systems and processes.
Must Have
- 8-12+ years in business operations, customer success & support, consulting, investment banking, or a similarly rigorous generalist role with experience leading support teams in a high-growth environment.
- Proven experience building and scaling multi-layer service teams, including managing managers and senior ICs.
- Strong track record of designing and optimizing service workflows, with demonstrated impact on efficiency, quality, and cost-to-serve.
- Deep experience owning and operating against service metrics such as CSAT, SLAs, and operational efficiency.
- Tech-forward operator comfortable owning the execution and adoption of tech-enabled solutions to help drive team efficiency and service quality.
- Track record of working closely with cross-function teams to implement new tools, systems, and automation.
- Strong judgment and comfort operating in ambiguous, fast-paced environments while making trade-offs across speed, quality, and cost.
- Excellent communication and stakeholder management skills. Comfort interacting directly with our customers to help them achieve their goals.
Nice To Have
- Prior experience in wealth management, fintech, or other regulated financial services environments.
- Experience leading or partnering on AI-enabled or automation-driven service transformations.
- Familiarity with CRM systems, service tooling, and data-driven CX platforms.
- Experience scaling service organizations through periods of rapid growth and change.
- Background working closely with operations, product, or platform teams to modernize service delivery models.
Benefits
- Competitive salary and equity package
- Unlimited PTO + paid company holidays
- Access to holistic medical, dental, and vision plans
- Company 401(k), Commuter, and HSA/FSA plans
- NYC office in the heart of Manhattan
- Lunch and snacks provided in the office
- Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care
- Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)
Compensation Range: $180K - $210K
About Savvy Wealth
Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work. Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients. We’ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more. Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $5.1 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale!
The Role
Savvy is looking for a Director of Client Experience to own, scale, and evolve one of the company’s most critical value drivers as we enter our next phase of growth. This leader will be responsible for building a high-performance, tech-enabled Client Servicing function that delivers exceptional experience to Savvy Advisors while driving meaningful improvements in efficiency and cost-to-serve. The Director of Client Experience will have end-to-end ownership of the Client Servicing organization, including team structure, performance management, workflow design, tooling & automation, and service strategy. This role will partner closely with Product, Engineering, and Operations to modernize how Client Servicing is delivered and ensure the function can scale sustainably alongside Savvy’s rapid growth. This role reports into the Head of Advisor Success and is ideal for a well-rounded operator who combines strong people leadership with a deep instinct for operational excellence, measurement, and technology-enabled service delivery.
Responsibilities
- Own and lead the Client Experience function, including hiring, training, performance management, and organizational design for a rapidly scaling service team.
- Define and execute a Client Experience strategy that balances advisor satisfaction, end-client outcomes, and Savvy’s business goals.
- Design, standardize, and continuously improve core client servicing workflows to reduce cycle time, rework, and operational cost while maintaining high service quality.
- Establish and own service-level KPIs and OKRs, including CSAT, SLA adherence, reassignments, churn, and cost-to-serve metrics.
- Drive adoption of tooling, automation, and AI-enabled solutions to improve Client Servicing effectiveness and service scalability, in close partnership with Product and Engineering.
- Partner cross-functionally with Product, Engineering, Operations, and advisors to influence roadmaps, prioritize initiatives, and ensure smooth rollout and adoption of new tools and processes.
- Foster a high-performance, low-churn team culture that emphasizes accountability, continuous improvement, and customer-centric decision-making.
- Serve as the senior escalation point for complex client servicing issues, ensuring issues are resolved effectively while improving underlying systems and processes.
Must Have
- 8-12+ years in business operations, customer success & support, consulting, investment banking, or a similarly rigorous generalist role with experience leading support teams in a high-growth environment.
- Proven experience building and scaling multi-layer service teams, including managing managers and senior ICs.
- Strong track record of designing and optimizing service workflows, with demonstrated impact on efficiency, quality, and cost-to-serve.
- Deep experience owning and operating against service metrics such as CSAT, SLAs, and operational efficiency.
- Tech-forward operator comfortable owning the execution and adoption of tech-enabled solutions to help drive team efficiency and service quality.
- Track record of working closely with cross-function teams to implement new tools, systems, and automation.
- Strong judgment and comfort operating in ambiguous, fast-paced environments while making trade-offs across speed, quality, and cost.
- Excellent communication and stakeholder management skills. Comfort interacting directly with our customers to help them achieve their goals.
Nice To Have
- Prior experience in wealth management, fintech, or other regulated financial services environments.
- Experience leading or partnering on AI-enabled or automation-driven service transformations.
- Familiarity with CRM systems, service tooling, and data-driven CX platforms.
- Experience scaling service organizations through periods of rapid growth and change.
- Background working closely with operations, product, or platform teams to modernize service delivery models.
Benefits
- Competitive salary and equity package
- Unlimited PTO + paid company holidays
- Access to holistic medical, dental, and vision plans
- Company 401(k), Commuter, and HSA/FSA plans
- NYC office in the heart of Manhattan
- Lunch and snacks provided in the office
- Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care
- Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)
Compensation Range: $180K - $210K
How to Get Visa Sponsorship in Director Of Client Experience
Frame your degree as a direct qualification
H-1B sponsorship for this role requires a specialty occupation showing a direct connection between your degree field and the position. Highlight coursework in business administration, organizational behavior, or communications to strengthen that link.
Target companies with dedicated CX functions
Enterprise SaaS, financial services, and healthcare technology companies are most likely to sponsor visas for this role. These industries have established immigration programs and regularly file H-1B petitions for senior client-facing leadership positions.
Lead with measurable outcomes in your application
Sponsoring employers want evidence of business impact, not just tenure. Quantify retention improvements, NPS gains, and team growth to demonstrate the specialized value that justifies the cost and effort of visa sponsorship for your candidacy.
Understand the LCA wage requirement before negotiating
Your employer must file a Labor Condition Application certifying your compensation meets the prevailing wage for the role and location. Research DOL prevailing wage levels for Director-level positions in your target city before entering any offer negotiation.
O-1A is a realistic alternative if H-1B selection fails
Directors with speaking engagements, published thought leadership, industry awards, or recognized contributions to CX strategy may qualify for the O-1A extraordinary ability visa, which has no lottery and no annual cap.
Engage HR and legal early in the process
Many companies will sponsor but lack an established process for Director-level hires. Raising visa requirements during initial screening rather than after an offer prevents late-stage complications and signals that you understand how sponsorship works operationally.
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Get Access To All JobsFrequently Asked Questions
Can a Director of Client Experience role qualify for H-1B sponsorship?
Yes, but the job description matters significantly. The role must qualify as a specialty occupation requiring a bachelor's degree or higher in a specific field such as business administration, communications, or a related discipline. Generic director titles with broad, non-degree-specific requirements can face USCIS scrutiny, so the employer's petition needs to clearly articulate the specialized knowledge the position demands.
What degree do I need for an employer to sponsor my H-1B in this role?
Most H-1B petitions for Director of Client Experience positions are supported by degrees in business administration, marketing, communications, psychology, or management. The degree field must connect logically to the duties described in the job. If your degree is in an unrelated field, documented work experience and a strong employer attestation can sometimes bridge the gap, though approval is less predictable.
How do I find Director of Client Experience jobs that offer visa sponsorship?
Migrate Mate lists verified sponsorship-open roles specifically for international candidates, including Director of Client Experience positions at companies with established H-1B filing histories. Filtering by sponsorship willingness upfront saves considerable time compared to applying broadly and discovering late that an employer won't support the process.
Is the O-1A visa a realistic path for someone in a senior CX leadership role?
It can be, particularly for candidates with a strong public profile in the CX field. Published articles, keynote speaking appearances, industry award recognition, membership on CX advisory boards, or a high compensation level relative to peers are all criteria USCIS weighs. You need to satisfy at least three of the regulatory criteria, and a strong body of evidence matters more than checking boxes minimally.
Do employers commonly sponsor visas for Director-level client experience roles, or is sponsorship rare?
Sponsorship at the Director level is less common than at individual contributor levels but more available than many candidates assume. Companies in SaaS, fintech, and enterprise technology sponsor regularly for senior CX hires when the candidate is strong. The most reliable signal is checking a company's public H-1B filing history through Department of Labor disclosure data before investing time in their process.
What is the prevailing wage requirement for sponsored Director Of Client Experience 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.
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