Broker Visa Sponsorship Jobs in Ohio
Broker visa sponsorship jobs in Ohio are concentrated in Columbus, Cleveland, and Cincinnati, where financial services firms, insurance carriers, and commodity trading operations actively hire international candidates. Major employers include Nationwide, Progressive, and Fifth Third Bank. International brokers pursuing U.S. opportunities can enter through H-1B visa, green card, or other qualifying pathways depending on their background and nationality.
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Get Access To All JobsLocation: 4900 Tiedeman Road, Brooklyn Ohio
During training one will be required to work onsite. Once training is completed the role will be a hybrid opportunity requiring 2 days on-site each week.
Hours: Monday- Friday from 8:00am-5:00pm
ABOUT THE JOB:
This role involves working closely with brokers and external investment managers who handle mutual fund trades for trust clients. You’ll be responsible for entering trade instructions into the bank’s system, managing the movement of funds related to those trades, and ensuring all transactions are accurately recorded and balanced. You’ll also handle special events like fund mergers or liquidations, and perform quality checks to ensure everything is processed correctly and on time.
In addition, you’ll monitor and confirm trades through industry platforms, resolve any issues with trade settlements or system errors, and maintain accurate records by comparing internal data with broker statements. You’ll support daily departmental operations by managing shared mailboxes, updating procedures, testing system upgrades, and providing backup for other desks within the department. This position requires strong attention to detail, the ability to work independently, and a solid understanding of financial systems and workflows.
ESSENTIAL JOB FUNCTIONS:
-
Broker Communication & Trade Processing: Handle phone calls from brokers and external managers trading mutual funds for trust clients. Post their trade instructions into the Global Plus custody system and manage related wire transfers.
-
Cash & Account Reconciliation: Balance daily cash activity tied to broker trades and reconcile account records with brokerage statements to ensure accuracy.
-
Corporate Actions & Quality Control: Process mutual fund corporate actions (e.g., mergers, liquidations) and perform quality checks on receipts and distribution transfers within required service timelines.
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Trade Monitoring & Issue Resolution: Confirm trades via Fund/SERV for EB Collective Funds, monitor large liquidations, ensure proper settlement through NSCC, and resolve any transmission or system issues.
-
Data Validation & Reporting: Validate and post mutual fund activity from brokerage statements, research discrepancies, complete annual audits, and maintain up-to-date broker information.
-
Operational Support & System Testing: Monitor department and digital mailboxes, cross-train for coverage, participate in system upgrade testing, maintain procedures, and support specialized retirement fund processes (401A, 403B, 457).
REQUIRED QUALIFICATIONS:
- High School Diploma or GED.
- Excellent verbal and written communication skills, with the ability to convey information clearly and professionally.
- Experience working in an operations or office environment.
- Strong attention to detail and commitment to accuracy.
- Self-motivated with the ability to work independently and manage tasks with minimal supervision.
- Demonstrated success in collaborative, team-oriented environments.
- Proven ability to identify and resolve problems effectively.
- Excellent organizational and time management skills.
- Skilled in managing multiple priorities and meeting deadlines in a fast-paced setting.
- Quick learner with the ability to grasp complex processes and systems.
- Consistent demonstration of Key’s core values in daily work.
PREFERRED QUALIFICATIONS:
- Knowledge of Key systems: Global Plus, Global Office, Fidelity Wealthscape.
- Four-year degree in Business or Finance.
- Experience in Mutual Fund Operations.
- Experience in Trust Operations.
Physical Demands:
General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Location: 4900 Tiedeman Road, Brooklyn Ohio
During training one will be required to work onsite. Once training is completed the role will be a hybrid opportunity requiring 2 days on-site each week.
Hours: Monday- Friday from 8:00am-5:00pm
ABOUT THE JOB:
This role involves working closely with brokers and external investment managers who handle mutual fund trades for trust clients. You’ll be responsible for entering trade instructions into the bank’s system, managing the movement of funds related to those trades, and ensuring all transactions are accurately recorded and balanced. You’ll also handle special events like fund mergers or liquidations, and perform quality checks to ensure everything is processed correctly and on time.
In addition, you’ll monitor and confirm trades through industry platforms, resolve any issues with trade settlements or system errors, and maintain accurate records by comparing internal data with broker statements. You’ll support daily departmental operations by managing shared mailboxes, updating procedures, testing system upgrades, and providing backup for other desks within the department. This position requires strong attention to detail, the ability to work independently, and a solid understanding of financial systems and workflows.
ESSENTIAL JOB FUNCTIONS:
-
Broker Communication & Trade Processing: Handle phone calls from brokers and external managers trading mutual funds for trust clients. Post their trade instructions into the Global Plus custody system and manage related wire transfers.
-
Cash & Account Reconciliation: Balance daily cash activity tied to broker trades and reconcile account records with brokerage statements to ensure accuracy.
-
Corporate Actions & Quality Control: Process mutual fund corporate actions (e.g., mergers, liquidations) and perform quality checks on receipts and distribution transfers within required service timelines.
-
Trade Monitoring & Issue Resolution: Confirm trades via Fund/SERV for EB Collective Funds, monitor large liquidations, ensure proper settlement through NSCC, and resolve any transmission or system issues.
-
Data Validation & Reporting: Validate and post mutual fund activity from brokerage statements, research discrepancies, complete annual audits, and maintain up-to-date broker information.
-
Operational Support & System Testing: Monitor department and digital mailboxes, cross-train for coverage, participate in system upgrade testing, maintain procedures, and support specialized retirement fund processes (401A, 403B, 457).
REQUIRED QUALIFICATIONS:
- High School Diploma or GED.
- Excellent verbal and written communication skills, with the ability to convey information clearly and professionally.
- Experience working in an operations or office environment.
- Strong attention to detail and commitment to accuracy.
- Self-motivated with the ability to work independently and manage tasks with minimal supervision.
- Demonstrated success in collaborative, team-oriented environments.
- Proven ability to identify and resolve problems effectively.
- Excellent organizational and time management skills.
- Skilled in managing multiple priorities and meeting deadlines in a fast-paced setting.
- Quick learner with the ability to grasp complex processes and systems.
- Consistent demonstration of Key’s core values in daily work.
PREFERRED QUALIFICATIONS:
- Knowledge of Key systems: Global Plus, Global Office, Fidelity Wealthscape.
- Four-year degree in Business or Finance.
- Experience in Mutual Fund Operations.
- Experience in Trust Operations.
Physical Demands:
General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Broker Job Roles in Ohio
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Search Broker Jobs in OhioBroker Jobs in Ohio: Frequently Asked Questions
Which companies sponsor visas for brokers in Ohio?
Ohio's largest financial services employers have established sponsorship track records. Nationwide Insurance and Progressive Corporation in Columbus, Fifth Third Bank and Western & Southern Financial in Cincinnati, and KeyBank in Cleveland have each filed for broker and financial services roles. Smaller regional brokerage firms and insurance agencies sponsor less frequently, so targeting large financial institutions and insurance carriers improves your chances of finding active sponsorship.
Which visa types realistically fit broker roles in Ohio?
Broker roles typically qualify as specialty occupations requiring a bachelor's degree in finance, economics, or a related field, making H-1B the most common path. Australian nationals can use the E-3 visa under the same specialty occupation standard without entering the H-1B lottery. Chilean and Singaporean nationals may qualify for the H-1B1 visa. F-1 students can work under OPT while pursuing sponsorship. Longer term, EB-2 or EB-3 employment-based green cards are available through PERM labor certification.
How to find broker visa sponsorship jobs in Ohio?
Migrate Mate lists broker roles at Ohio employers with verified visa sponsorship history, searchable by city and role type. This saves time compared to applying broadly and asking about sponsorship later. Focus searches on Columbus, Cleveland, and Cincinnati, where financial services hiring is most active. Filtering specifically for roles at insurance carriers, commodity brokers, and regional banks in Ohio will surface the employers most likely to support an H-1B or green card filing.
Which cities in Ohio have the most broker sponsorship jobs?
Columbus leads Ohio for broker sponsorship activity, driven by Nationwide's headquarters and a dense concentration of insurance and financial services firms. Cleveland is strong for securities and investment brokerage, with KeyBank and several regional wealth management firms present. Cincinnati rounds out the top three, particularly for insurance and commodities brokerage through employers like Western & Southern. Smaller markets like Dayton and Toledo have fewer sponsoring employers but occasional openings at regional banks and insurance offices.
Are there state-specific factors that affect broker visa sponsorship in Ohio?
Ohio requires brokers to hold state-issued licenses for securities, insurance, and real estate brokerage, and employers typically expect candidates to obtain these credentials after hire. International candidates on H-1B status are eligible to sit for FINRA exams and state licensing tests. Ohio's large public universities, including Ohio State and Case Western Reserve, produce finance graduates who sometimes transition from OPT to employer-sponsored status at Columbus and Cleveland financial firms, creating established pipelines some employers are familiar with.
What is the prevailing wage for sponsored broker jobs in Ohio?
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.