Investment Management OPT Jobs in Ohio
Ohio's investment management sector, anchored by firms like KeyCorp, Fifth Third Bancorp, and Nationwide in Columbus and Cleveland, offers F-1 OPT candidates real opportunities in portfolio analysis, risk management, and fund operations. Columbus and Cleveland are the primary hiring hubs, with Cincinnati adding depth in wealth management and institutional investment roles.
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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.
OPT Investment Management Job Roles in Ohio
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Search Investment Management Jobs in OhioInvestment Management OPT Sponsorship Jobs in Ohio: Frequently Asked Questions
Which investment management companies sponsor F-1 OPT visas in Ohio?
Ohio-based firms with established track records of hiring F-1 OPT candidates include KeyCorp, Fifth Third Bancorp, Nationwide, and Huntington Bancshares. Larger asset managers and insurance-linked investment divisions operating out of Columbus and Cleveland have historically filed OPT-related work authorizations. Sponsorship decisions ultimately depend on the specific role, business need, and timing of your OPT authorization period.
Which cities in Ohio have the most investment management F-1 OPT sponsorship jobs?
Columbus and Cleveland are Ohio's strongest markets for investment management hiring. Columbus benefits from Nationwide's headquarters and a growing financial services concentration, while Cleveland hosts major banking and asset management operations through KeyCorp and Huntington. Cincinnati adds meaningful volume, particularly in wealth management and institutional investment, making the southwest corner of the state worth monitoring as well.
What types of investment management roles typically qualify for F-1 OPT sponsorship?
Roles that most consistently align with F-1 OPT work authorization in investment management include investment analyst, portfolio analyst, quantitative analyst, risk analyst, and fund operations associate. These positions typically require a directly related degree in finance, economics, mathematics, or a quantitative field. Roles requiring specific licensing before start date can complicate OPT timelines, so it is worth clarifying employer expectations early in the hiring process.
How do I find investment management F-1 OPT sponsorship jobs in Ohio?
Migrate Mate is designed specifically for this search. You can filter by F-1 OPT visa type, select Ohio as your target state, and browse investment management roles from employers who have indicated sponsorship willingness. This removes the guesswork of identifying which Ohio firms are open to OPT candidates, which is the most time-consuming part of the job search for international students in this field.
Are there any Ohio-specific or industry-specific considerations for F-1 OPT sponsorship in investment management?
Ohio's investment management employers frequently require FINRA licensing for client-facing roles, and some licenses cannot be obtained before employment begins, which can affect OPT timing. Additionally, students on STEM OPT extensions in quantitative finance, data analytics, or risk management may find stronger leverage for longer-duration sponsorship arrangements. Ohio has no state-level visa or work authorization rules beyond federal requirements, but employers in regulated industries tend to move more deliberately through hiring processes.