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 JobsINTRODUCTION
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.
ROLE AND RESPONSIBILITIES
This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks.
The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff.
Responsibilities:
- Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth
- Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service
- Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit
- Oversees the client service experience and reviews the approval of new client accounts
- Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals
Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
- Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
- Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
- Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
- People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
- Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
- Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
- Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.
Specific responsibilities include, but are not limited to:
- Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill
- Managing the branch's Wealth Management Client Associates and Service Support Staff
- Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel
- Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge
- Coaching teams to deliver a modern, digital first service model focusing on client satisfaction
- Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise
- Managing the daily operations ensuring compliance to industry regulations, and policies and procedures
BASIC QUALIFICATIONS
- Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted
- Minimum of 5+ years professional experience
PREFERRED QUALIFICATIONS
- Current or previous Merrill Wealth Management experience strongly preferred
- Self-motivated and client centric
- Expert knowledge of regulatory and supervisory requirements 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.)
- Prior trend analysis experience
- Strong customer service and communication skills
- Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate
DESIRED QUALIFICATIONS
- Bachelor’s degree or equivalent work experience
MINIMUM EDUCATION REQUIREMENT
High School Diploma / GED / Secondary School or equivalent
SKILLS
- Compensation Analysis
- Performance Management
- Process Performance Management
- Referral Management
- Workforce Planning
- Due Diligence
- Internal Audit Review
- Leadership Development
- Recruiting
- Risk Management
- Client Management
- Customer Service Management
- Employee Counseling
- Succession Planning
- Trade Operations Management
SHIFT
1st shift (United States of America)
HOURS PER WEEK
40
INTRODUCTION
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.
ROLE AND RESPONSIBILITIES
This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks.
The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff.
Responsibilities:
- Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth
- Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service
- Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit
- Oversees the client service experience and reviews the approval of new client accounts
- Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals
Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
- Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
- Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
- Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
- People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
- Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
- Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
- Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.
Specific responsibilities include, but are not limited to:
- Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill
- Managing the branch's Wealth Management Client Associates and Service Support Staff
- Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel
- Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge
- Coaching teams to deliver a modern, digital first service model focusing on client satisfaction
- Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise
- Managing the daily operations ensuring compliance to industry regulations, and policies and procedures
BASIC QUALIFICATIONS
- Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted
- Minimum of 5+ years professional experience
PREFERRED QUALIFICATIONS
- Current or previous Merrill Wealth Management experience strongly preferred
- Self-motivated and client centric
- Expert knowledge of regulatory and supervisory requirements 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.)
- Prior trend analysis experience
- Strong customer service and communication skills
- Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate
DESIRED QUALIFICATIONS
- Bachelor’s degree or equivalent work experience
MINIMUM EDUCATION REQUIREMENT
High School Diploma / GED / Secondary School or equivalent
SKILLS
- Compensation Analysis
- Performance Management
- Process Performance Management
- Referral Management
- Workforce Planning
- Due Diligence
- Internal Audit Review
- Leadership Development
- Recruiting
- Risk Management
- Client Management
- Customer Service Management
- Employee Counseling
- Succession Planning
- Trade Operations Management
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.