Investment Management H-1B1 Chile Sponsorship Jobs in Ohio
H-1B1 Chile visa sponsorship jobs in investment management exist across Ohio, with employers concentrated in Columbus, Cleveland, and Cincinnati. Firms including KeyCorp, Fifth Third Bancorp, and Nationwide Financial have filed for specialty occupation roles. Chilean nationals in portfolio analysis, risk management, and fund administration find Ohio's asset management sector a viable path.
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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.
H-1B1 Chile Investment Management Job Roles in Ohio
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Search Investment Management Jobs in OhioInvestment Management H-1B1 Chile Sponsorship Jobs in Ohio: Frequently Asked Questions
Which investment management companies sponsor H-1B1 Chile visas in Ohio?
Ohio-based asset managers and financial institutions with documented H-1B1 visa sponsorship history include KeyCorp, Fifth Third Bancorp, Nationwide Financial, and Huntington Bancshares. Larger registered investment advisers and institutional fund managers operating out of Columbus and Cleveland have also filed Labor Condition Applications for specialty occupation roles in portfolio management and investment analysis. Reviewing DOL LCA disclosure data through the OFLC Wage Search tool shows filing history by employer and occupation.
Which cities in Ohio have the most investment management H-1B1 Chile sponsorship jobs?
Columbus is Ohio's primary hub for investment management H-1B1 Chile sponsorship, anchored by insurance-linked asset managers and large bank holding companies. Cleveland follows closely, with a concentration of institutional wealth management and trust services firms. Cincinnati hosts regional fund managers and financial planning practices with active specialty occupation hiring. Smaller markets like Dayton and Toledo have limited but occasional sponsoring employers in the sector.
What types of investment management roles typically qualify for H-1B1 Chile sponsorship?
Roles that typically qualify as specialty occupations under the H-1B1 visa include portfolio analyst, quantitative analyst, equity research associate, risk analyst, and fund accountant. Each position generally requires at least a bachelor's degree in finance, economics, mathematics, or a closely related field. Roles with broad duties that do not require a specific degree field carry greater scrutiny during the Labor Condition Application and employer attestation process.
How do I find investment management H-1B1 Chile sponsorship jobs in Ohio?
Migrate Mate surfaces Ohio investment management employers with verified H-1B1 Chile LCA filing history, so you can identify which firms have actively sponsored the visa type for roles matching your background. Filtering by state and occupation code on Migrate Mate lets you focus on Columbus, Cleveland, and Cincinnati employers in asset management and fund administration rather than sorting through general finance postings with no sponsorship signal.
Are there state-specific or industry-specific considerations for H-1B1 Chile sponsorship in Ohio?
Ohio has no state-level visa licensing requirement that affects H-1B1 visa eligibility, but investment management professionals holding Series 65 or Series 7 registrations may find employer onboarding more straightforward. The H-1B1 does not require an I-129 application approval before the employee begins work abroad, but the employer must file a certified LCA with DOL before the consular appointment. Ohio employers in the investment advisory sector should also confirm their firm's investment adviser registration status, as regulatory standing can affect hiring timelines.
What is the prevailing wage for H-1B1 Chile 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.