Investment Management E-3 Sponsorship Jobs in Ohio
Ohio's investment management sector, anchored by firms like Nationwide, KeyCorp, and Fifth Third in Columbus and Cleveland, includes a range of roles that qualify for E-3 visa sponsorship. Australian nationals with degrees in finance, economics, or related fields will find active hiring across portfolio management, research, and risk functions at both institutional asset managers and regional financial institutions.
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Get Access To All JobsINTRODUCTION
This role sits at the intersection of client service, operational execution, marketing, administrative support, and AI-enabled innovation.
As a Client Associate, you will help ensure clients receive attentive, timely service, support the team's marketing and business development initiatives, identify opportunities to leverage AI tools and automation, and ensure day-to-day priorities are executed accurately, efficiently, and professionally.
ROLE AND RESPONSIBILITIES
- Support the team’s brand across social media and digital channels, including content coordination, posting support, and consistency of voice and visual presentation.
- Maintain and refresh marketing materials, and coordinate client events, campaigns, and related logistics.
- Plan, coordinate, and execute client events from concept through completion, including venue selection, logistics, attendee management, and on-site hosting to deliver a best-in-class client experience.
- Support Financial Advisors and senior team members with calendars, travel, expenses, and other administrative needs.
- Keep CRM, workflow, and management systems accurate, current, and reliable.
- Leverage AI-powered tools to create personalized marketing content, client communications, thought leadership pieces, and event campaigns tailored to ultra-high-net-worth individuals and families.
- Partner with Financial Advisors to develop scalable, compliant marketing programs that strengthen client relationships and deepen wallet share.
- Build AI-assisted processes for content creation, social media management, event promotion, CRM engagement, and client segmentation.
- Continuously monitor industry trends, AI innovations, and marketing technologies to ensure the practice remains at the forefront of client engagement and business development.
THE TEAM
The Cleveland Wealth Management Team at UBS is a collaborative group of experienced professionals dedicated to delivering sophisticated wealth management solutions for high-net-worth individuals, families, business owners, and institutions. Combining deep local relationships with the global resources of UBS, our team provides comprehensive advice across investment management, financial planning, lending, estate planning strategies, and legacy planning. We are committed to a culture of excellence, teamwork, and client-first service.
BASIC QUALIFICATIONS
- Bachelor’s degree preferred
- Willingness to take, and pass SIE, Series 7 and Series 66 exams upon hire.
- Ability to manage multiple priorities and respond effectively to time-sensitive requests.
- Service-oriented, proactive, highly reliable, calm under pressure, collaborative, and willing to take ownership.
- Demonstrated experience using generative AI tools (e.g., Microsoft Copilot, ChatGPT, Claude, Gemini, or similar)
- Excellent written and verbal communication skills
- Understanding of responsible AI use, data privacy requirements, governance standards, and compliance considerations within a regulated industry.
SALARY INFORMATION
The indicative gross base salary range as a full-time equivalent role:
- United States - Ohio - Cleveland min USD 55000 - max USD 75000 /annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
JOIN US
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
INTRODUCTION
This role sits at the intersection of client service, operational execution, marketing, administrative support, and AI-enabled innovation.
As a Client Associate, you will help ensure clients receive attentive, timely service, support the team's marketing and business development initiatives, identify opportunities to leverage AI tools and automation, and ensure day-to-day priorities are executed accurately, efficiently, and professionally.
ROLE AND RESPONSIBILITIES
- Support the team’s brand across social media and digital channels, including content coordination, posting support, and consistency of voice and visual presentation.
- Maintain and refresh marketing materials, and coordinate client events, campaigns, and related logistics.
- Plan, coordinate, and execute client events from concept through completion, including venue selection, logistics, attendee management, and on-site hosting to deliver a best-in-class client experience.
- Support Financial Advisors and senior team members with calendars, travel, expenses, and other administrative needs.
- Keep CRM, workflow, and management systems accurate, current, and reliable.
- Leverage AI-powered tools to create personalized marketing content, client communications, thought leadership pieces, and event campaigns tailored to ultra-high-net-worth individuals and families.
- Partner with Financial Advisors to develop scalable, compliant marketing programs that strengthen client relationships and deepen wallet share.
- Build AI-assisted processes for content creation, social media management, event promotion, CRM engagement, and client segmentation.
- Continuously monitor industry trends, AI innovations, and marketing technologies to ensure the practice remains at the forefront of client engagement and business development.
THE TEAM
The Cleveland Wealth Management Team at UBS is a collaborative group of experienced professionals dedicated to delivering sophisticated wealth management solutions for high-net-worth individuals, families, business owners, and institutions. Combining deep local relationships with the global resources of UBS, our team provides comprehensive advice across investment management, financial planning, lending, estate planning strategies, and legacy planning. We are committed to a culture of excellence, teamwork, and client-first service.
BASIC QUALIFICATIONS
- Bachelor’s degree preferred
- Willingness to take, and pass SIE, Series 7 and Series 66 exams upon hire.
- Ability to manage multiple priorities and respond effectively to time-sensitive requests.
- Service-oriented, proactive, highly reliable, calm under pressure, collaborative, and willing to take ownership.
- Demonstrated experience using generative AI tools (e.g., Microsoft Copilot, ChatGPT, Claude, Gemini, or similar)
- Excellent written and verbal communication skills
- Understanding of responsible AI use, data privacy requirements, governance standards, and compliance considerations within a regulated industry.
SALARY INFORMATION
The indicative gross base salary range as a full-time equivalent role:
- United States - Ohio - Cleveland min USD 55000 - max USD 75000 /annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
JOIN US
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
E-3 Investment Management Job Roles in Ohio
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Search Investment Management Jobs in OhioInvestment Management E-3 Sponsorship Jobs in Ohio: Frequently Asked Questions
Which investment management companies sponsor E-3 visas in Ohio?
Ohio-based firms with track records of sponsoring skilled foreign workers in finance include Nationwide Financial, KeyCorp, Fifth Third Bancorp, and Huntington National Bank. Larger asset managers and institutional investors operating offices in Columbus and Cleveland are among the more active sponsors. E-3 visa sponsorship depends on the specific role meeting specialty occupation requirements, so individual hiring decisions vary by position and business need.
Which cities in Ohio have the most investment management E-3 sponsorship jobs?
Columbus and Cleveland are Ohio's two primary hubs for investment management hiring. Columbus is home to Nationwide's asset management operations and a growing number of financial services firms. Cleveland has a long-established investment community, with firms like KeyCorp and several independent registered investment advisors concentrated there. Cincinnati also has a meaningful presence, particularly in wealth management and institutional banking roles.
What types of investment management roles typically qualify for E-3 sponsorship?
Roles that commonly meet the specialty occupation standard in investment management include portfolio analyst, equity research analyst, fixed income associate, risk management analyst, quantitative analyst, and financial planning associate. The position must require at minimum a bachelor's degree in a specific field such as finance, economics, accounting, or mathematics. Generalist or administrative roles that accept any degree field typically do not qualify for E-3 sponsorship.
How do I find investment management E-3 sponsorship jobs in Ohio?
Migrate Mate is built specifically for this search. You can filter by visa type (E-3), industry (investment and asset management), and state (Ohio) to see roles where employers have indicated sponsorship willingness. Because E-3 sponsorship depends on both the employer and the specific role, Migrate Mate helps you focus your applications on positions where sponsorship is already part of the conversation, saving time compared to applying broadly.
Are there any Ohio-specific considerations for E-3 sponsorship in investment management?
Ohio does not impose state-level visa sponsorship requirements beyond federal E-3 rules, but investment management roles in the state often require FINRA licensing (such as Series 7 or Series 63) that must be obtained after hire. Employers factor licensing timelines into onboarding plans. Additionally, Ohio's financial sector skews toward institutional and insurance-linked asset management rather than hedge funds, which shapes the types of specialty occupation roles most commonly available for E-3 applicants.
What is the prevailing wage for E-3 investment management 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.