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 JobsLocation: United States - Ohio
City: Rocky River
Job Type: Full Time
Your role
- Serve as a primary point of contact for client inquiries, account service needs, trading requests, and cash movements—resolving issues efficiently and proactively
- Own the end to end client onboarding process, including account opening, transfers, documentation, due diligence, and ongoing account maintenance
- Prepare high quality materials for client meetings, investment proposals, advisor travel, and expense administration
- Partner closely with financial advisors to anticipate client needs and continuously elevate the client experience
- Monitor account activity and ensure strict adherence to compliance, regulatory, and firm standards
- Identify and implement process improvements that enhance efficiency, accuracy, and service quality
Your team
The North Pointe Wealth Management team in Rocky River, a respected, collaborative group serving long term, multi generational clients. Our team manages complex client relationships and delivers highly personalized wealth solutions. This role is integral to our success and offers meaningful autonomy, trust, and visibility within the practice. We value professionalism, discretion, accountability, and genuine care for both clients and teammates.
Your expertise
- Bachelor’s degree preferred (business, finance, accounting, or related field)
- Exceptional attention to detail; you enjoy doing things right the first time and meeting deadlines under pressure
- Strong written and verbal communication skills with confidence interacting with high net worth clients
- Excellent organizational and time management skills with the ability to manage multiple priorities independently
- High integrity, discretion, tactfulness, and sound professional judgment
- A calm, solutions oriented mindset and a genuine, client first philosophy
- A collaborative, adaptable team player who navigates changing priorities with professionalism
- Series 7 and 66 licenses, or willingness to obtain within six months
- 3–5+ years of experience in a client service, operations, or support role within wealth management, private banking, or financial services
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
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.
Location: United States - Ohio
City: Rocky River
Job Type: Full Time
Your role
- Serve as a primary point of contact for client inquiries, account service needs, trading requests, and cash movements—resolving issues efficiently and proactively
- Own the end to end client onboarding process, including account opening, transfers, documentation, due diligence, and ongoing account maintenance
- Prepare high quality materials for client meetings, investment proposals, advisor travel, and expense administration
- Partner closely with financial advisors to anticipate client needs and continuously elevate the client experience
- Monitor account activity and ensure strict adherence to compliance, regulatory, and firm standards
- Identify and implement process improvements that enhance efficiency, accuracy, and service quality
Your team
The North Pointe Wealth Management team in Rocky River, a respected, collaborative group serving long term, multi generational clients. Our team manages complex client relationships and delivers highly personalized wealth solutions. This role is integral to our success and offers meaningful autonomy, trust, and visibility within the practice. We value professionalism, discretion, accountability, and genuine care for both clients and teammates.
Your expertise
- Bachelor’s degree preferred (business, finance, accounting, or related field)
- Exceptional attention to detail; you enjoy doing things right the first time and meeting deadlines under pressure
- Strong written and verbal communication skills with confidence interacting with high net worth clients
- Excellent organizational and time management skills with the ability to manage multiple priorities independently
- High integrity, discretion, tactfulness, and sound professional judgment
- A calm, solutions oriented mindset and a genuine, client first philosophy
- A collaborative, adaptable team player who navigates changing priorities with professionalism
- Series 7 and 66 licenses, or willingness to obtain within six months
- 3–5+ years of experience in a client service, operations, or support role within wealth management, private banking, or financial services
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
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.