Investment Management Green Card Sponsorship Jobs in Ohio
Green Card sponsorship in Ohio's investment management sector is concentrated in Columbus, Cincinnati, and Cleveland, where firms like Nationwide, American Financial Group, and KeyBank Asset Management maintain active hiring operations. Roles in portfolio analysis, quantitative research, and fund management are among the most commonly sponsored positions as employers compete for specialized talent.
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Get Access To All JobsClient Service Associate
Location: United States - Ohio
Job Type: Full Time
Key responsibilities
At UBS, we are looking for a Client Service Associate to work with a large advisory team in the Cincinnati Market. The ideal candidate is highly motivated, organized, passionate about helping others chart their financial lives, and thrives in a collaborative team environment.
- Schedule appointments for members of the team
- Issue checks and transfer funds for clients between accounts and outside UBS
- Print and mail account statements and other account documents for clients on request
- Educate clients on UBS services and account features
- Gather and process information needed for account opening and maintenance
- Greet clients and prospects and welcome them into the office when they arrive
- Prepare documents, presentations and other materials for client and prospect meetings
- Proactively engage with clients and visitors to anticipate their needs in the spirit of providing exemplary customer service
The team
You will be working with a large team in Cincinnati, Ohio that services over 250 households with approximately $1 billion assets under management.
Your skills and experience
- Ideally 1-3 years of experience in client service
- Series 7 and 66 licenses (or commitment to earning them shortly after hire)
- Excellent communicator with solid interpersonal skills
- High attention to detail and drive to succeed
- Proficient in Microsoft Office Suite
- Ability to thrive in a fast-paced, collaborative and detail oriented environment
- Commitment to learning and self-development
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.
How we hire
We may request you to complete one or more assessments during the application process. Learn more.
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.
Client Service Associate
Location: United States - Ohio
Job Type: Full Time
Key responsibilities
At UBS, we are looking for a Client Service Associate to work with a large advisory team in the Cincinnati Market. The ideal candidate is highly motivated, organized, passionate about helping others chart their financial lives, and thrives in a collaborative team environment.
- Schedule appointments for members of the team
- Issue checks and transfer funds for clients between accounts and outside UBS
- Print and mail account statements and other account documents for clients on request
- Educate clients on UBS services and account features
- Gather and process information needed for account opening and maintenance
- Greet clients and prospects and welcome them into the office when they arrive
- Prepare documents, presentations and other materials for client and prospect meetings
- Proactively engage with clients and visitors to anticipate their needs in the spirit of providing exemplary customer service
The team
You will be working with a large team in Cincinnati, Ohio that services over 250 households with approximately $1 billion assets under management.
Your skills and experience
- Ideally 1-3 years of experience in client service
- Series 7 and 66 licenses (or commitment to earning them shortly after hire)
- Excellent communicator with solid interpersonal skills
- High attention to detail and drive to succeed
- Proficient in Microsoft Office Suite
- Ability to thrive in a fast-paced, collaborative and detail oriented environment
- Commitment to learning and self-development
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.
How we hire
We may request you to complete one or more assessments during the application process. Learn more.
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.
Green Card Investment Management Job Roles in Ohio
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Search Investment Management Jobs in OhioInvestment Management Green Card Sponsorship Jobs in Ohio: Frequently Asked Questions
Which investment management companies sponsor Green Card visas in Ohio?
Several of Ohio's largest financial employers have established Green Card sponsorship track records, including Nationwide in Columbus, KeyBank in Cleveland, American Financial Group in Cincinnati, and Fifth Third Bank's asset management division. Larger institutional employers and registered investment advisers with dedicated HR and legal teams are generally better positioned to navigate the PERM labor certification and immigrant petition process than smaller firms.
Which cities in Ohio have the most investment management Green Card sponsorship jobs?
Columbus leads the state, anchored by Nationwide's corporate headquarters and a growing fintech and asset management presence. Cleveland has a well-established institutional investment community with firms managing pension and endowment assets. Cincinnati is home to several major insurance-affiliated asset managers. All three cities have active hiring for sponsored investment management roles, though Columbus tends to offer the broadest volume of open positions.
What types of investment management roles typically qualify for Green Card sponsorship in Ohio?
Roles requiring specialized education and expertise are the most commonly sponsored. These include portfolio managers, quantitative analysts, equity and fixed income research analysts, risk management specialists, and compliance officers with advanced finance or economics degrees. Positions demanding a specific bachelor's or graduate degree in a related field are generally stronger candidates for the PERM labor certification process than generalist or entry-level roles.
How do I find investment management Green Card sponsorship jobs in Ohio?
Migrate Mate is built specifically for this search, allowing you to filter investment management jobs in Ohio by Green Card sponsorship. Rather than sorting through general job boards and guessing which employers sponsor visas, Migrate Mate surfaces roles where employers have indicated sponsorship willingness, saving you time and helping you focus your applications on companies actively hiring international candidates in Ohio's investment management sector.
Are there any Ohio-specific considerations for Green Card sponsorship in investment management?
Ohio does not impose additional state-level requirements on top of federal Green Card sponsorship processes, but the state's investment management community skews toward insurance-affiliated asset managers and regional banks rather than large independent asset managers. This means sponsorship decisions are often made at the corporate parent level, so it's worth researching whether a firm's parent company has an established immigration program before investing time in the application process.
What is the prevailing wage for Green Card 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.