Finance E-3 Sponsorship Jobs in Ohio
Ohio's finance sector spans Columbus, Cleveland, and Cincinnati, home to major employers like JPMorgan Chase, KeyBank, Fifth Third Bank, and Nationwide Insurance. Australian nationals with a relevant degree can pursue E-3 visa sponsorship across roles in corporate banking, financial analysis, risk, and compliance. Ohio's concentration of large financial institutions makes it one of the stronger Midwest states for finance E-3 opportunities.
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Get Access To All JobsJob Description:
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.
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.
Position Overview:
The Associate Client Relationship Manager (ACRM) supports the Firms business objectives and contributes to the Markets profitability and revenue growth by ensuring the service expectations of our clients are met and exceeded, while also balancing risk and exposure to the firm. Ultimately, the CRM serves the client, protects the firm, and grows the business by proactively managing the client experience across the Market. A training role to learn and understand the role before taking over a full CRM role.
The ACRM is a direct report to the Division Client Relationship Manager (DCRM) with dual reporting to the Merrill Wealth Management Market Executive (ME). The ACRM functions as a member of the Market leadership team. The ACRM partners with the Market Client Relationship Manager in managing the Client Associates, Service Support Staff, and the Market's Operations functions where responsibilities include Funds/Securities Receipt & Processing, Wire & Order and Document Control where the review and approval of all Client Financial transactions takes place. Additionally, the ACRM role will participate in the overall delivery and management of the client service experience for the Market.
Specific responsibilities include, but are not limited to:
- Promote the satisfaction of client service expectations while balancing the risk and exposure for Merrill
- Once licensed, review and approve client documents and transactions as delegated by the Office Management Team (OMT)
- Participate in the management and training & development of the Market's Client Associates and Service Support Staff
- Develop an understanding of and exposure to a variety of topics including Merrill Products & Services, trend analysis, risk assessment, Human Resources, and broad Industry Knowledge.
Key Qualifications for the role:
- The ideal candidate is a self-motivated, client centric individual who has or is able to obtain the following in a specified timeframe: Series 7 (SIE, 7 Top-Off) AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses
- SIE strongly preferred
- If unlicensed, must pass the AP Reasoning Assessment
- Strong client service and communication skills
- Minimum 3 - 5 years financial services experience preferred
- Knowledge of regulatory, supervisory, and corporate policies and procedures
- Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
- Good organizational skills, including the ability to effectively plan, organize and prioritize tasks
- Previous experience managing a team of at least 10 including the ability to monitor, influence, negotiate, supervise, and delegate a plus
Desired Qualifications:
- Bachelor’s degree or equivalent work experience
Shift:
1st shift (United States of America)
Hours Per Week:
40
Job Description:
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.
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.
Position Overview:
The Associate Client Relationship Manager (ACRM) supports the Firms business objectives and contributes to the Markets profitability and revenue growth by ensuring the service expectations of our clients are met and exceeded, while also balancing risk and exposure to the firm. Ultimately, the CRM serves the client, protects the firm, and grows the business by proactively managing the client experience across the Market. A training role to learn and understand the role before taking over a full CRM role.
The ACRM is a direct report to the Division Client Relationship Manager (DCRM) with dual reporting to the Merrill Wealth Management Market Executive (ME). The ACRM functions as a member of the Market leadership team. The ACRM partners with the Market Client Relationship Manager in managing the Client Associates, Service Support Staff, and the Market's Operations functions where responsibilities include Funds/Securities Receipt & Processing, Wire & Order and Document Control where the review and approval of all Client Financial transactions takes place. Additionally, the ACRM role will participate in the overall delivery and management of the client service experience for the Market.
Specific responsibilities include, but are not limited to:
- Promote the satisfaction of client service expectations while balancing the risk and exposure for Merrill
- Once licensed, review and approve client documents and transactions as delegated by the Office Management Team (OMT)
- Participate in the management and training & development of the Market's Client Associates and Service Support Staff
- Develop an understanding of and exposure to a variety of topics including Merrill Products & Services, trend analysis, risk assessment, Human Resources, and broad Industry Knowledge.
Key Qualifications for the role:
- The ideal candidate is a self-motivated, client centric individual who has or is able to obtain the following in a specified timeframe: Series 7 (SIE, 7 Top-Off) AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses
- SIE strongly preferred
- If unlicensed, must pass the AP Reasoning Assessment
- Strong client service and communication skills
- Minimum 3 - 5 years financial services experience preferred
- Knowledge of regulatory, supervisory, and corporate policies and procedures
- Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
- Good organizational skills, including the ability to effectively plan, organize and prioritize tasks
- Previous experience managing a team of at least 10 including the ability to monitor, influence, negotiate, supervise, and delegate a plus
Desired Qualifications:
- Bachelor’s degree or equivalent work experience
Shift:
1st shift (United States of America)
Hours Per Week:
40
E-3 Finance Job Roles in Ohio
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Search Finance Jobs in OhioFinance E-3 Sponsorship Jobs in Ohio: Frequently Asked Questions
Which finance companies in Ohio sponsor E-3 visas?
Ohio's largest financial employers, including JPMorgan Chase in Columbus, KeyBank and PNC Bank in Cleveland, and Fifth Third Bank headquartered in Cincinnati, have established international hiring programs and a track record of sponsoring skilled worker visas including the E-3. Nationwide Insurance and American Electric Power's treasury divisions are also notable Ohio-based employers with finance teams that have sponsored work visas for qualified candidates.
Which Ohio cities have the most finance E-3 sponsorship jobs?
Columbus leads Ohio for finance E-3 opportunities, driven by JPMorgan Chase's large operations hub and a growing fintech presence. Cleveland is home to KeyBank's headquarters and a concentration of regional banks and investment firms. Cincinnati rounds out the top three, anchored by Fifth Third Bank and a cluster of insurance and asset management firms. All three cities host offices of the major national and global banks most likely to sponsor E-3 visas.
What types of finance roles typically qualify for E-3 sponsorship in Ohio?
Roles that qualify for E-3 sponsorship must meet the specialty occupation standard, meaning the position requires at least a bachelor's degree in a specific field. In Ohio's finance sector, this typically includes financial analysts, credit risk analysts, compliance officers, corporate treasury analysts, investment analysts, and quantitative researchers. General roles where any degree field is acceptable are less likely to qualify. Your degree field should align directly with the job's technical requirements.
How do I find finance E-3 sponsorship jobs in Ohio?
Migrate Mate is built specifically for this search. You can filter by visa type, state, and industry to surface finance roles in Ohio where employers are open to E-3 sponsorship, without wading through listings that won't consider visa candidates. Ohio's finance hubs in Columbus, Cleveland, and Cincinnati are all represented. Migrate Mate updates listings regularly, so it's worth checking back as new finance roles with sponsorship come available across the state.
Are there any Ohio-specific considerations for E-3 sponsorship in finance?
Ohio's finance employers range from large national banks with established immigration programs to regional institutions that may have less experience sponsoring work visas. Larger employers like JPMorgan and KeyBank typically have in-house immigration counsel and streamlined E-3 processes. Smaller community banks and regional firms may be less familiar with the E-3 category specifically, so being prepared to explain how the E-3 process works can be helpful during hiring conversations.
What is the prevailing wage for E-3 finance 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.