Manager Client Experience Jobs in USA with Visa Sponsorship
Manager Client Experience roles are regularly sponsored under the H-1B visa, typically requiring a bachelor's degree in business, communications, or a related field. Employers treat this as a specialty occupation when the role involves managing complex client relationships, service strategy, or cross-functional teams. For detailed occupation requirements, see the O*NET profile.
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Get Access To All JobsLead with Purpose, Unlock Your Team’s Passion
At LPL, people leaders hold the key to the employee experience — shaping culture, driving performance, and guiding individuals to new heights. Because when that happens, we all win – clients, LPL, and most importantly our employees.
If you're ready to lead with intention and discover what’s possible, LPL Financial invites you to apply today. Are you a team player with a growth mindset? Are you interested in working on meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!
Job Overview:
As the leader in delivering an elite and differentiated service experience, the role will be responsible for leading one of our Summit Level Client Success Pods. The Client Success Pod brings together Service, Case Management, Supervision and Success Management functions into one team dedicated to our largest Summit level clients.
Responsibilities:
- Lead a pod of dedicated service professionals, service manager, and case management, relationship management and supervision professionals who support our top/elite financial advisor practices. Includes day-to-day oversight, coaching and management of the Client Success Pod team members.
- There will be a dotted line leadership for many of the roles in the pod. Lead through pod related activities and responsibilities, but also partner with some pod members’ departmental leadership.
- Serve as primary point of contact for all complex cases, escalated questions and friction items.
- Coordinate with other client experience managers to ensure consistency in leading the pods.
- Ensure connectivity and communication between roles via regular team meetings and status updates.
- Utilize and maintain a client-level performance dashboard, including Net Promoter Score, Pod optimization metrics, case resolutions and response times, continuous improvement opportunities identified for the firm, and overall retention.
- Coordinate and host routine meetings with individual offices to discuss service needs, outstanding escalations, and/or check-in on overall service experience. Deliver performance dashboard summaries to enhance utilization of the pod, reduce NIGOs and share key learnings. Solicit feedback from clients, use data analysis to identify root causes of issues.
- Relationship building and collaboration with internal partners and clients to overcome obstacles and find solutions and explain/understand the “why”.
- Maintain and coordinate distribution of survey to clients.
- Prepare regular status updates to key stakeholders, including key learnings, metrics and survey responses.
- Resolve performance and staffing issues and quickly escalate any risks and concerns to leadership.
- Participate in town halls, webinars and client engagement strategies as needed as it relates to the Client Success Pod’s deliverables that influence our client’s firm-wide experience with LPL.
What are we looking for?
We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
Requirements
- Series 7 (required)
- Minimum of 5 years of experience in the finance industry with strong background in service, operations or compliance
- Bachelor’s degree or 2+ years of college level courses with commensurate financial services work experience
- 1 plus year people leadership experience
- Ft Mill, Tempe or San Diego preferred. Office Independent role.
Core Competencies:
- An entrepreneurial mindset that supports continuous improvement and innovation.
Preferences:
- Series 24 (Preferred)
- Finance industry experience required, with focus on customer facing roles and organizations
- Experience working in, or leading, service and/or supervisory teams within a broker-dealer or custodian
Pay Range:
$97,541.00 - $162,534.00
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.
Lead with Purpose, Unlock Your Team’s Passion
At LPL, people leaders hold the key to the employee experience — shaping culture, driving performance, and guiding individuals to new heights. Because when that happens, we all win – clients, LPL, and most importantly our employees.
If you're ready to lead with intention and discover what’s possible, LPL Financial invites you to apply today. Are you a team player with a growth mindset? Are you interested in working on meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!
Job Overview:
As the leader in delivering an elite and differentiated service experience, the role will be responsible for leading one of our Summit Level Client Success Pods. The Client Success Pod brings together Service, Case Management, Supervision and Success Management functions into one team dedicated to our largest Summit level clients.
Responsibilities:
- Lead a pod of dedicated service professionals, service manager, and case management, relationship management and supervision professionals who support our top/elite financial advisor practices. Includes day-to-day oversight, coaching and management of the Client Success Pod team members.
- There will be a dotted line leadership for many of the roles in the pod. Lead through pod related activities and responsibilities, but also partner with some pod members’ departmental leadership.
- Serve as primary point of contact for all complex cases, escalated questions and friction items.
- Coordinate with other client experience managers to ensure consistency in leading the pods.
- Ensure connectivity and communication between roles via regular team meetings and status updates.
- Utilize and maintain a client-level performance dashboard, including Net Promoter Score, Pod optimization metrics, case resolutions and response times, continuous improvement opportunities identified for the firm, and overall retention.
- Coordinate and host routine meetings with individual offices to discuss service needs, outstanding escalations, and/or check-in on overall service experience. Deliver performance dashboard summaries to enhance utilization of the pod, reduce NIGOs and share key learnings. Solicit feedback from clients, use data analysis to identify root causes of issues.
- Relationship building and collaboration with internal partners and clients to overcome obstacles and find solutions and explain/understand the “why”.
- Maintain and coordinate distribution of survey to clients.
- Prepare regular status updates to key stakeholders, including key learnings, metrics and survey responses.
- Resolve performance and staffing issues and quickly escalate any risks and concerns to leadership.
- Participate in town halls, webinars and client engagement strategies as needed as it relates to the Client Success Pod’s deliverables that influence our client’s firm-wide experience with LPL.
What are we looking for?
We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
Requirements
- Series 7 (required)
- Minimum of 5 years of experience in the finance industry with strong background in service, operations or compliance
- Bachelor’s degree or 2+ years of college level courses with commensurate financial services work experience
- 1 plus year people leadership experience
- Ft Mill, Tempe or San Diego preferred. Office Independent role.
Core Competencies:
- An entrepreneurial mindset that supports continuous improvement and innovation.
Preferences:
- Series 24 (Preferred)
- Finance industry experience required, with focus on customer facing roles and organizations
- Experience working in, or leading, service and/or supervisory teams within a broker-dealer or custodian
Pay Range:
$97,541.00 - $162,534.00
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.
See all 1,340+ Manager Client Experience Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Manager Client Experience roles.
Get Access To All JobsTips for Finding Manager Client Experience Jobs
Frame your degree as a match for the role
Client experience management typically requires a degree in business administration, marketing, or communications. If your degree is in a related field, draw explicit connections to CX strategy, client retention, or service operations in your resume and cover letter.
Target companies with a history of H-1B sponsorship
Large enterprises in financial services, technology, and healthcare sponsor Client Experience Managers at higher rates than small businesses. Filtering by employer sponsorship history before applying saves time and improves your odds of clearing the initial screening process.
Document your impact with measurable outcomes
USCIS scrutinizes whether a role genuinely requires a specialized degree. Quantified achievements, like retention rates improved or NPS scores increased, demonstrate the complexity of your work and support the specialty occupation argument your employer will need to make.
Clarify sponsorship early, but strategically
Raise visa sponsorship after demonstrating value in early interviews, not in the first screening call. Hiring managers in this field respond better when sponsorship comes up alongside concrete examples of your client management experience and measurable results.
Understand the LCA before your offer is finalized
Your employer must file a Labor Condition Application with the Department of Labor before the H-1B petition. Knowing this process exists helps you ask informed questions during negotiations and signals to employers that you understand the sponsorship process, which reduces perceived friction.
Build a portfolio of client programs you have led
Sponsorship approvals for experience management roles strengthen when petitions include evidence of specialized work. Prepare a concise summary of client programs, onboarding frameworks, or escalation strategies you have owned, which your employer's immigration attorney can draw on when drafting the petition.
Frequently Asked Questions
Can a Manager Client Experience role qualify as a specialty occupation for H-1B sponsorship?
Yes, but the employer must demonstrate the role normally requires at least a bachelor's degree in a specific field. Generic management titles can face scrutiny, so the job description needs to emphasize specialized functions like CX strategy, client lifecycle management, or service design rather than general supervisory duties. Roles with vague requirements are more likely to receive a Request for Evidence.
What degree does USCIS typically expect for a Manager Client Experience petition?
USCIS looks for a degree in business administration, marketing, communications, or a directly related field. A degree in an unrelated discipline, such as fine arts or engineering without a business component, can weaken the petition unless your employer's attorney provides additional documentation showing the field connects to the specific job duties. A related master's degree strengthens the case considerably.
How do I find Client Experience Manager roles that offer H-1B sponsorship?
Browse Migrate Mate to find Manager Client Experience roles at employers with verified sponsorship histories. Filtering by companies that have filed H-1B visa petitions in this job category significantly narrows your search to realistic opportunities and avoids wasting applications on employers who have no infrastructure for international hiring.
Are Client Experience Manager roles commonly denied at the H-1B specialty occupation stage?
Denial risk is higher for broadly defined management titles than for technical roles. USCIS has issued Requests for Evidence for client-facing management positions where the job posting did not explicitly require a degree in a specific field. Employers who include detailed duty lists tied to a specific academic discipline in the petition see significantly better outcomes.
Can I transfer my H-1B to a new employer if I switch Client Experience Manager roles?
Yes. H-1B portability allows you to begin working for a new employer as soon as they file a transfer petition, without waiting for approval, provided your current H-1B was approved and you have maintained valid status. The new employer must file their own I-129 and LCA, and the role must still qualify as a specialty occupation.
What is the prevailing wage requirement for sponsored Manager 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.