Relationship Manager Jobs in USA with Visa Sponsorship
Relationship managers in banking, investment management, and financial services regularly secure H-1B visa and other work visa sponsorship. The role's client advisory focus and bachelor's degree requirement in finance, business, or economics align well with specialty occupation standards that USCIS evaluates. For detailed occupation requirements, see the O*NET profile.
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Get Access To All JobsJob Description Summary
Contacts assigned customer accounts or prospects to sell company products within a designated geography or industry. Focuses on meeting personal sales targets, new business development, maintaining customer relationships, and troubleshooting specific customer problems. Has a solid knowledge of products, their characteristics, and market. Typically requires a good general education, excellent interpersonal skills and sales experience.
Job Description
Clark Capital is searching for a motivated individual with proven organizational and sales skills to support the external sales team in acquiring, developing, and maintaining relationships with successful Financial Advisors. The ideal candidate is a self-starter who is comfortable managing complex and evolving situations. The successful candidate is a team player, resourceful and selfless in the execution of all tasks.
Job Responsibilities:
- Manages territory to attain both sales and revenue goals.
- Conducts consultative, relationship-building sales calls by phone with Financial Advisors.
- Develops and executes sales plan strategies with members of both external & internal Sales teams.
- Articulates investment solution strategies and discusses financial markets (domestic and international).
- Identifies sales opportunities and advisor needs, advances relationships, and introduces new concepts.
- Analyzes regional/product sales trends within partner firms and among individual financial advisors.
- Works with various departments/individuals within the organization to provide exceptional service to our Financial Advisors.
- Handles daily territory management tasks to ensure maximum business efficiency (e.g., updates and maintains CRM, provides supplemental scheduling).
- Ensures compliance with industry and legal regulations and best practices and adherence to company processes and procedures.
- Performs other duties as required.
Competencies for Success
- Thorough understanding of the financial/capital markets, mutual funds, ETFs, group and individual retirement plan products, separately managed accounts, hedge strategies, and other investment vehicles.
- Ability to view business on a macro and micro level.
- Motivated to achieve success.
- Strong work ethic, high integrity, and strong values.
- Sound communication and interpersonal skills.
- Strong consultative sales skills – probing, listening and closing.
- Exceptional verbal and writing skills.
- Ability to learn and adapt to new technologies.
- Experience in financial services industry preferred.
- Series 7 preferred.
- College degree preferred.
Education
Bachelor’s: Finance
Work Experience
General Experience - 13 months to 3 years
Certifications
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel
Workstyle
Hybrid
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Job Description Summary
Contacts assigned customer accounts or prospects to sell company products within a designated geography or industry. Focuses on meeting personal sales targets, new business development, maintaining customer relationships, and troubleshooting specific customer problems. Has a solid knowledge of products, their characteristics, and market. Typically requires a good general education, excellent interpersonal skills and sales experience.
Job Description
Clark Capital is searching for a motivated individual with proven organizational and sales skills to support the external sales team in acquiring, developing, and maintaining relationships with successful Financial Advisors. The ideal candidate is a self-starter who is comfortable managing complex and evolving situations. The successful candidate is a team player, resourceful and selfless in the execution of all tasks.
Job Responsibilities:
- Manages territory to attain both sales and revenue goals.
- Conducts consultative, relationship-building sales calls by phone with Financial Advisors.
- Develops and executes sales plan strategies with members of both external & internal Sales teams.
- Articulates investment solution strategies and discusses financial markets (domestic and international).
- Identifies sales opportunities and advisor needs, advances relationships, and introduces new concepts.
- Analyzes regional/product sales trends within partner firms and among individual financial advisors.
- Works with various departments/individuals within the organization to provide exceptional service to our Financial Advisors.
- Handles daily territory management tasks to ensure maximum business efficiency (e.g., updates and maintains CRM, provides supplemental scheduling).
- Ensures compliance with industry and legal regulations and best practices and adherence to company processes and procedures.
- Performs other duties as required.
Competencies for Success
- Thorough understanding of the financial/capital markets, mutual funds, ETFs, group and individual retirement plan products, separately managed accounts, hedge strategies, and other investment vehicles.
- Ability to view business on a macro and micro level.
- Motivated to achieve success.
- Strong work ethic, high integrity, and strong values.
- Sound communication and interpersonal skills.
- Strong consultative sales skills – probing, listening and closing.
- Exceptional verbal and writing skills.
- Ability to learn and adapt to new technologies.
- Experience in financial services industry preferred.
- Series 7 preferred.
- College degree preferred.
Education
Bachelor’s: Finance
Work Experience
General Experience - 13 months to 3 years
Certifications
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel
Workstyle
Hybrid
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
See all 2,491+ 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 Visa Sponsorship as a Relationship Manager
Target financial services firms with established visa programs
Major banks, investment firms, and wealth management companies frequently sponsor relationship managers. Check their H-1B filing history through DOL disclosure data to identify consistent sponsors in your target markets.
Emphasize client portfolio management in your application
Position your role around portfolio strategy, risk assessment, and financial planning rather than general sales. This strengthens the specialty occupation argument by highlighting analytical and advisory responsibilities requiring specialized knowledge.
Align your degree with the position requirements
Finance, economics, business administration, or accounting degrees directly support relationship manager visa applications. If your degree is in another field, emphasize relevant coursework in financial analysis or investment principles.
Document your client relationship expertise
Highlight experience managing high-net-worth clients, institutional accounts, or complex financial portfolios. Specific examples of client retention rates, portfolio growth, or relationship development strengthen your specialty occupation case.
Consider regional banks and credit unions
Smaller financial institutions often have less competition for relationship manager positions while still maintaining visa sponsorship programs. They may offer faster hiring processes and more personalized sponsorship support than large banks.
Prepare for nonimmigrant intent scrutiny in banking
Financial sector visa applications face additional review due to regulatory oversight. Be ready to demonstrate temporary work intent and explain how your role supports U.S. business operations without conflicting with banking regulations.
Frequently Asked Questions
Do relationship managers qualify for H-1B specialty occupation status?
Yes, relationship manager positions typically qualify when they require a bachelor's degree in finance, business, economics, or related field and involve client advisory responsibilities. The role's focus on financial analysis, portfolio management, and investment strategy meets USCIS specialty occupation criteria. Generic sales positions without degree requirements may not qualify.
Which financial institutions sponsor relationship managers most frequently?
Major banks like JPMorgan Chase, Bank of America, and Wells Fargo, along with investment firms like Morgan Stanley and UBS, regularly sponsor relationship managers. Regional banks and credit unions also sponsor these roles, often with less competition. Check DOL LCA disclosure data to verify an employer's sponsorship history before applying.
Can relationship managers get L-1 visas for internal transfers?
Yes, if you've worked for a multinational financial institution for at least one year abroad, you may qualify for L-1A (managerial) or L-1B (specialized knowledge) status. The role must involve similar responsibilities and require specialized knowledge of the company's financial products, client base, or proprietary systems to qualify for L-1B.
How to find Relationship Manager jobs with visa sponsorship?
To find Relationship Manager jobs with visa sponsorship, use Migrate Mate, which specializes in connecting international candidates with sponsoring employers. Focus your search on financial services firms, banks, and wealth management companies that commonly hire Relationship Managers and offer H-1B visa, L-1 visa, or other work visas. These employers typically have established sponsorship programs for client-facing finance professionals.
What degree requirements do visa applications need for relationship manager roles?
Most successful applications require a bachelor's degree in finance, business administration, economics, accounting, or related field. Some positions accept degrees in mathematics, statistics, or other analytical fields if combined with relevant financial services experience. The job posting must specify degree requirements to support the specialty occupation argument.
How do securities licenses affect relationship manager visa applications?
Securities licenses like Series 7, Series 66, or CFA certification strengthen specialty occupation arguments by demonstrating specialized knowledge requirements. However, licenses alone don't substitute for degree requirements. FINRA licensing requirements can actually support the case that the position demands specialized training and expertise beyond general business knowledge.
What is the prevailing wage requirement for sponsored 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.