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Wealth Simple Jobs in Ohio (NOW HIRING)

Stifel

Administrative Assistant I - Part Time

Blue Ash, OH · On-site

$17.25 - $23.25/hr

We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by ...

Stifel

Administrative Assistant I - Part Time

Blue Ash, OH

$17.25 - $23.25/hr

We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by ...

Columbus Equipment Co

Steamer

Columbus, OH · On-site

Whether you're looking to embark upon a new career or bring a wealth of experience to the table ... Must use hands for repetitive simple grasping, pushing, pulling, and fine manipulation. * Must be ...

Stifel

Administrative Assistant I - Part Time

Blue Ash, OH

$17.25 - $23.25/hr

We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by ...

Stifel

FI Int Rate Ops Support Analyst I

Cleveland, OH · On-site

We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by ...

Stifel

Client Service Associate - NR

Canfield, OH

$12.25 - $16.75/hr

We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by ...

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Wealth Simple information

What is Wealth Simple?

Wealth Simple is a financial technology company that offers automated investment management, financial planning, and other wealth management services primarily through an online platform. It is designed to make investing easy and accessible, allowing users to open accounts, set financial goals, and invest in diversified portfolios with low fees. Wealth Simple uses algorithms to manage investments and offers features such as socially responsible investing and tax-loss harvesting. The platform is popular among individuals looking for a simple, hands-off approach to investing without the need for traditional financial advisors.

What are the key skills and qualifications needed to thrive as a wealth manager, and why are they important?

To thrive as a Wealth Manager, you need strong analytical skills, financial planning expertise, and typically a degree in finance or a related field, often supported by certifications like CFP or CFA. Proficiency with portfolio management software, CRM systems, and financial analysis tools is important. Excellent communication, relationship-building, and problem-solving abilities help you connect with clients and tailor solutions to their needs. These skills are vital for building trust, delivering personalized financial strategies, and achieving long-term client satisfaction and retention.

What is the difference between Wealth Simple vs Financial Advisor?

AspectWealth SimpleFinancial Advisor
CredentialsGenerally no required certifications, but some advisors hold CFP or CFAOften required to hold certifications like CFP, CFA, or CPA
Work EnvironmentOnline platform, digital advice, and automated servicesIn-person or virtual meetings, personalized client service
Employer & Industry UsageFintech companies, online investment platformsBanking institutions, independent firms, wealth management firms

Wealth Simple primarily offers automated, online investment services with minimal human interaction, while Financial Advisors provide personalized, face-to-face financial planning and investment advice. Both roles serve clients seeking financial growth, but differ in approach, credentials, and work environment.

How does collaboration typically work between WealthSimple team members in product and engineering roles?

At WealthSimple, team members in product and engineering collaborate closely using agile methodologies. Cross-functional squads are common, where product managers, engineers, and designers work together from concept to launch. Regular stand-ups, sprint planning, and retrospectives help ensure alignment and open communication. This structure allows for rapid iteration, shared ownership of projects, and opportunities to learn from peers in different specialties, making it an engaging and supportive environment for growth.
What are popular job titles related to Wealth Simple jobs in Ohio? For Wealth Simple jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Wealth Simple jobs in Ohio look for? The top searched job categories for Wealth Simple jobs in Ohio are:
What cities in Ohio are hiring for Wealth Simple jobs? Cities in Ohio with the most Wealth Simple job openings:
Wealth Simple jobs near you
Infographic showing various Wealth Simple job openings in Ohio as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 13% Part Time, and 8% Contract. Highlights an 88% Physical, 1% Hybrid, and 11% Remote job distribution.

Director of Acquisitions (Columbus Market Lead)

Clear Height Properties

Columbus, OH • On-site

$110K - $150K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 29 days ago

Job description

About Clear Height PropertiesClear Height Properties is an industrial real estate investment, management, and leasing firm based in Oak Brook, Illinois. The firm acquires, develops, and manages industrial assets, including warehouses, distribution centers, and manufacturing facilities, across the Chicago/Kenosha, Dallas, Indianapolis, and Ohio markets. CHP operates with an entrepreneurial mindset, an eye for value creation, and a commitment to building lasting relationships with tenants, brokers, and capital partners.Our purpose is simple: Building Wealth and Creating Legacies – for our employees, investors, and communities. This purpose is supported by our five core values – Always Be Amazing – Make the Next Person Successful – Change is Part of the Journey – Do What You Say – Have Fun and Excitement Every Day.The RoleThis is a senior-level role for a dealmaker who wants both transactional ownership and market leadership. As Director of Acquisitions / Local Market Lead, you will be the face of Clear Height Properties in your assigned market, responsible for building broker relationships, sourcing acquisitions, and closing industrial deals that meet our investment criteria.You will report to senior leadership and work closely with asset management, property management, and finance teams from LOI through closing and transition. This is not a support role. You own the pipeline.What You Will DoSource and evaluate on-market and off-market industrial acquisition opportunitiesBuild and maintain deep broker relationships in your assigned marketLead preliminary and full underwriting of acquisition targetsPrepare investment summaries and present deals to the investment committeeDraft and negotiate LOIs and purchase and sale agreementsManage due diligence processes from contract execution through closingTrack market activity including vacancy, rents, absorption, and competing productCoordinate post-closing transition to asset management and operations teamsRepresent CHP at industry events, SIOR/NAIOP functions, and broker meetingsContribute to portfolio strategy discussions with senior leadershipWhat We Are Looking For5 to 10 years of industrial real estate acquisitions experience, with a track record of closed dealsStrong existing broker network in your market; relationships that translate into deal flowProficiency in industrial underwriting, including pro forma modeling, return analysis (IRR, equity multiple, cash-on-cash), and debt structuringWorking knowledge of industrial property fundamentals: clear height, dock configurations, truck court depth, power density, site coverage, and lease structureExperience managing due diligence processes from contract through closeClear communicator with the confidence to present deals to an investment committee and negotiate directly with sellersSelf-starter who can manage a pipeline without daily oversightBachelor's degree in real estate, finance, or a related field; SIOR, CCIM, or similar designation a plusWhy Clear Height PropertiesUnlimited PTO policy to support our team's needs and allow valuable time out of the office to spend with friends and family.Access to a full suite of benefits including medical, dental, vision, and life insurance with company contributions towards premium payments.Opportunity to contribute to a 401k retirement plan, including a generous company match contribution.Friendly and welcoming open seating style office to allow collaboration and personal synergy among employees.Professional development opportunities hosted by the company throughout the year to aid in each employee's personal and professional development goals.