Investment Management Jobs in Ohio with Green Card Sponsorship
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 JobsAbout Luma Financial Technologies
Founded in 2018, Luma Financial Technologies (“Luma”) has pioneered a cutting-edge fintech software platform that has been adopted by broker/dealer firms, RIA offices, and private banks around the world. By using Luma, institutional and retail investors have a fully customizable, independent, buy-side technology platform that helps financial teams more efficiently learn about, research, purchase, and manage alternative investments as well as annuities. Luma gives these users the ability to oversee the full, end-to-end process lifecycle by offering a suite of solutions. These include education resources and training materials; creation and pricing of custom structured products; electronic order entry; and post-trade management. By prioritizing transparency and ease of use, Luma is a multi-issuer, multi-wholesaler, and multi-product option that advisors can utilize to best meet their clients’ specific portfolio needs. Headquartered in Cincinnati, OH, Luma also has offices in New York, NY, Miami, FL, Zurich, Switzerland and Lisbon, Portugal.
Role Overview
We are looking for a detail-oriented and execution-focused Product Owner, Senior Associate, with a strong understanding of product development within the Life Insurance and Annuity industry. This role is responsible for executing the product lifecycle from design through launch, implementation, and ongoing support. The position requires a blend of technical understanding, client focus, and cross-functional coordination to ensure smooth execution of product initiatives.
The Product Owner, Associate, will work closely with cross-functional teams to drive customer centered design, manage product backlogs, translate stakeholder requests into actionable user stories, and support the timely and accurate delivery of roadmap projects. The role requires strong communication skills and the ability to manage competing priorities while ensuring transparency in product development progress.
Key Responsibilities
1. Product Execution & Delivery
- Assist in executing the product vision and roadmap, ensuring alignment with Luma’s growth strategy.
- Coordinate efforts across product teams to ensure streamlined execution of initiatives.
- Support the prioritization of product features and enhancements that drive adoption, efficiency, and scalability for financial professionals.
- Break down large initiatives into an overall project workplan with smaller, manageable tasks, assign them to development teams, and drive progress.
- Ensure backlog items are clearly defined, ordered, and up to date for team meetings.
2. Stakeholder & Team Coordination
- Translate stakeholder requests into detailed user stories and functional requirements for development teams.
- Collaborate with the VP, Product Owner, and engineering teams to support sprint planning and backlog grooming.
- Provide ongoing updates to internal and external stakeholders on product progress, timelines, and expectations.
- Assist in refining requirements, running sprint rituals, testing, and coordinating releases.
3. Platform Development & Integration
- Work with engineering teams to support the development and integration of scalable, modular solutions.
- Ensure proper API integration and alignment with wealth management platforms, custodians, and trading systems.
- Assist in identifying and mitigating technical challenges to maintain platform stability and scalability.
4. Cross-Functional Collaboration
- Support sales and marketing teams in articulating product value propositions.
- Collaborate with customer success teams to enhance product adoption and client satisfaction.
- Maintain close alignment between business and engineering teams to drive seamless product execution.
Qualifications & Experience
Must-Have Skills & Experience:
- 5+ Years working for Carrier, IMO, BGA or other Insurances related companies
- Deep financial product knowledge in Annuity and Life Insurance
- 3+ Years years of experience as a Product Owner, Business Analyst, or similar role in financial technology or life insurance and annuity product development.
- Familiarity with CRM, carrier, and distribution firm integrations.
- Strong understanding of human centered design and agile disciplines.
- Ability to translate business needs into structured requirements and backlog items.
- Strong analytical and problem-solving skills, with a detail-oriented and data-driven approach.
Preferred Qualifications:
- Experience working in product or competitive intelligence roles at Insurance Carriers.
- Experience working in high-growth SaaS environments.
- Experience working with engineering teams on integrations, product development, or workflow automation.
- Expertise in product development software, including JIRA and Figma.
- Strong communication and organizational skills, with experience engaging internal stakeholders and development teams.
About Luma Financial Technologies
Founded in 2018, Luma Financial Technologies (“Luma”) has pioneered a cutting-edge fintech software platform that has been adopted by broker/dealer firms, RIA offices, and private banks around the world. By using Luma, institutional and retail investors have a fully customizable, independent, buy-side technology platform that helps financial teams more efficiently learn about, research, purchase, and manage alternative investments as well as annuities. Luma gives these users the ability to oversee the full, end-to-end process lifecycle by offering a suite of solutions. These include education resources and training materials; creation and pricing of custom structured products; electronic order entry; and post-trade management. By prioritizing transparency and ease of use, Luma is a multi-issuer, multi-wholesaler, and multi-product option that advisors can utilize to best meet their clients’ specific portfolio needs. Headquartered in Cincinnati, OH, Luma also has offices in New York, NY, Miami, FL, Zurich, Switzerland and Lisbon, Portugal.
Role Overview
We are looking for a detail-oriented and execution-focused Product Owner, Senior Associate, with a strong understanding of product development within the Life Insurance and Annuity industry. This role is responsible for executing the product lifecycle from design through launch, implementation, and ongoing support. The position requires a blend of technical understanding, client focus, and cross-functional coordination to ensure smooth execution of product initiatives.
The Product Owner, Associate, will work closely with cross-functional teams to drive customer centered design, manage product backlogs, translate stakeholder requests into actionable user stories, and support the timely and accurate delivery of roadmap projects. The role requires strong communication skills and the ability to manage competing priorities while ensuring transparency in product development progress.
Key Responsibilities
1. Product Execution & Delivery
- Assist in executing the product vision and roadmap, ensuring alignment with Luma’s growth strategy.
- Coordinate efforts across product teams to ensure streamlined execution of initiatives.
- Support the prioritization of product features and enhancements that drive adoption, efficiency, and scalability for financial professionals.
- Break down large initiatives into an overall project workplan with smaller, manageable tasks, assign them to development teams, and drive progress.
- Ensure backlog items are clearly defined, ordered, and up to date for team meetings.
2. Stakeholder & Team Coordination
- Translate stakeholder requests into detailed user stories and functional requirements for development teams.
- Collaborate with the VP, Product Owner, and engineering teams to support sprint planning and backlog grooming.
- Provide ongoing updates to internal and external stakeholders on product progress, timelines, and expectations.
- Assist in refining requirements, running sprint rituals, testing, and coordinating releases.
3. Platform Development & Integration
- Work with engineering teams to support the development and integration of scalable, modular solutions.
- Ensure proper API integration and alignment with wealth management platforms, custodians, and trading systems.
- Assist in identifying and mitigating technical challenges to maintain platform stability and scalability.
4. Cross-Functional Collaboration
- Support sales and marketing teams in articulating product value propositions.
- Collaborate with customer success teams to enhance product adoption and client satisfaction.
- Maintain close alignment between business and engineering teams to drive seamless product execution.
Qualifications & Experience
Must-Have Skills & Experience:
- 5+ Years working for Carrier, IMO, BGA or other Insurances related companies
- Deep financial product knowledge in Annuity and Life Insurance
- 3+ Years years of experience as a Product Owner, Business Analyst, or similar role in financial technology or life insurance and annuity product development.
- Familiarity with CRM, carrier, and distribution firm integrations.
- Strong understanding of human centered design and agile disciplines.
- Ability to translate business needs into structured requirements and backlog items.
- Strong analytical and problem-solving skills, with a detail-oriented and data-driven approach.
Preferred Qualifications:
- Experience working in product or competitive intelligence roles at Insurance Carriers.
- Experience working in high-growth SaaS environments.
- Experience working with engineering teams on integrations, product development, or workflow automation.
- Expertise in product development software, including JIRA and Figma.
- Strong communication and organizational skills, with experience engaging internal stakeholders and development teams.
Job Roles in Investment Management in Ohio
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Get Access To All JobsFrequently 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.
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