Remote Investment Specialist Jobs
Remote investment specialist jobs are open across the U.S. at remote-first firms and distributed financial teams in sectors like wealth management, fintech, and private equity. Employers hiring remotely right now include Huntington Bank, Meridial, and WEX. See the openings below and apply to the ones that match your experience.
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The Paralegal Specialist will support Nationwide's Investment Management Group. The preferred candidate will have mutual fund and strong experience in Investment Company Act of 1940, Securities Act of 1933 and Securities Exchange Act of 1934. Functions are primarily related to the SEC registration and disclosure process, including:
- Annual prospectus and registration statement updates;
- Registration of new mutual funds;
- Product modifications to existing mutual funds, such as
- Changes in investment strategies
- Changes to or additions of subadvisers
- Adding or deleting share classes
- Liquidating or merging mutual funds
- Proxy solicitations;
- Subadviser information statements;
- Review of annual reports and semi-annual reports;
- Preparation of mutual fund service provider agreements and plans (e.g., investment advisory agreements, Rule 12b-1 plans, Rule 18f-3 plans).
Experience with Rules 485 and 497 of the Securities Act of 1933, SEC Form N-1A and Edgar/XBRL requirements and ArcPro is preferred but not essential.
This position can be a remote work opportunity.
#LI-CP1
Job Description Summary
Would you thrive in an environment where you can deliver top-quality legal services to support the goals and objectives of a Fortune 100 insurance and financial services company? If you possess the communication skills, analytical ability and paralegal skills needed to provide outstanding service, advice and counsel, we want to hear from you!As a Paralegal Specialist, you'll provide the highest level of legal assistance, project management and general support to the legal staff in the development, research, management and resolution of legal issues. We'll count on you to draft complex legal documents, agreements and pleadings related to a wide variety of matters, including litigation, for certain legal practice areas. You may have opportunities to work independently on some matters, with latitude for making decisions and taking action.
Job Description
Key Responsibilities:
Provides support to attorneys in the form of legal research, drafting communications and preparing legal documents with minimal direction.
Conducts sophisticated and detailed legal research and compiles data from such references as online sources, digests and practice manuals, among others. Researches and provides analysis of statutes, regulations and court decisions. Prepares summaries and recommends resolutions to legal questions. Prepares correspondence to internal and external contacts.
Drafts contracts, patent applications, resolutions and other legal documents. Drafts detailed deposition outlines/questions, motions, pleadings, subpoenas, orders and briefs. Works with attorney on unusual or complex matters.
Conducts and supervises broad-level assignments. Evaluates matters which may have a significant impact. May assist the attorney in executing legal matters.
For litigation specialty areas, leads the analysis and evaluation of records and data for discovery. Drafts recommendations and correspondence to clients, claims attorneys, and customers with regard to discovery and legal matters.
May develop and maintains information databases. Builds new processes for data maintenance, storage and retrieval.
May conduct and evaluate open and closed paralegal file audits, advising attorneys and management of the audit results and recommending improvements.
Demonstrates expertise in paralegal concepts and procedures. Maintains proficiency in both business and legal professional competencies.
Assists in developing and implementing policies, procedures and precedents for the paralegal area.
Coordinates workflow and mentors and trains less experienced paralegals.
Responds to requests for production of documents, responses to interrogatories and/or regulatory requests and inquiries, and coordinates pre-trial proceedings and discovery, depending on area of specialty.
May perform other responsibilities as assigned.
Reporting Relationships: Reports to Counsel/Paralegal Supervisor. May have the opportunity to lead a team of up to three associates.
Typical Skills and Experiences:
Education: Undergraduate or post-graduate studies in business administration, insurance or other related area preferred.
License/Certification/Designation: Certification in paralegal studies preferred.
Experience: Typically, eight or more years of experience as a paralegal with demonstrated good performance.
Knowledge, Abilities and Skills: Advanced knowledge of paralegal concepts, practices and procedures. Significant knowledge of the operations, practices and procedures of general counsel or civil litigation, depending on area of specialty. Proven knowledge of filing requirements of courts and agencies. Must have demonstrated knowledge in legal research and complex deposition motion practices, as well as in appellate procedures.
Sophisticated analytical, research and organizational skills. Consistent track record in setting work priorities that conform with established standards. Self-starter who is able to work with little direction. Able to handle complex projects with minimal direction. Proven ability to provide leadership and support. Ability to give presentations in both formal and informal settings. Strong verbal and written skills for contact with associates, attorneys, clients and customers. Ability to operate a computer and related legal and business software and databases.
Other criteria, including leadership skills, competencies and experiences may take precedence.
Staffing exceptions to the above must be approved by the Officer, Managing Counsel and HR Business Partner.
Values: Regularly and consistently demonstrates the Nationwide Values.
Job Conditions:
Overtime Eligibility: Eligible (Non-Exempt)
Working Conditions: Normal office environment, Occasional travel. Non-standard or extended work may be required based on project needs.
ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some associates assigned to the job to performs a somewhat different combination of duties.
Credit/Background Check: Due to the fiduciary accountabilities of this job, a valid credit and/or background which will be required as part of the selection process.
We currently anticipate accepting applications until 11/26/2026. However, we encourage early submissions, as the posting may close sooner if a strong candidate slate is identified before the deadline.Benefits
We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more.
Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.
This position could be filled within any of the lower 48 U.S. states. #legal Smoke-Free Iowa Statement: Nationwide Mutual Insurance Company, its affiliates and subsidiaries comply with the Iowa Smokefree Air Act. Smoking is prohibited in all enclosed areas on or around company premises as well as company issued vehicles. The company offers designated smoking areas in which smoking is permitted at each individual location. The Act prohibits retaliation for reporting complaints or violations. For more information on the Iowa Smokefree Air Act, individuals may contact the Smokefree Air Act Helpline at 888-944-2247.For NY residents please review the following state law information: Notice of Employee Rights, Protections, and Obligations LS740 (ny.gov) https://dol.ny.gov/system/files/documents/2022/02/ls740_1.pdf
NOTE TO EMPLOYMENT AGENCIES:
We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means.
Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. If a Sales job, Sales Incentives, based on performance goals are possible in addition to this range. Note on Compensation for Part-Time Roles: Please be aware that the salary ranges listed below reflect full-time compensation. Actual compensation may be prorated based on the number of hours worked relative to a full-time schedule. The national salary range for Paralegal Specialist : $79,500.00-$148,500.00 The expected starting salary range for Paralegal Specialist : $79,500.00 - $119,500.00- Job Category Legal
- Position Type Full Time
- Posted 2026-11-10T20:15:06.358568+00:00
- Location(s)
- Ohio - Columbus, One Nationwide Plaza
- United States - Remote
- Line of Business
- Entity
- Recruiter
- Hiring Manager
- Experience Level
- Req ID 101272
The Paralegal Specialist will support Nationwide's Investment Management Group. The preferred candidate will have mutual fund and strong experience in Investment Company Act of 1940, Securities Act of 1933 and Securities Exchange Act of 1934. Functions are primarily related to the SEC registration and disclosure process, including:
- Annual prospectus and registration statement updates;
- Registration of new mutual funds;
- Product modifications to existing mutual funds, such as
- Changes in investment strategies
- Changes to or additions of subadvisers
- Adding or deleting share classes
- Liquidating or merging mutual funds
- Proxy solicitations;
- Subadviser information statements;
- Review of annual reports and semi-annual reports;
- Preparation of mutual fund service provider agreements and plans (e.g., investment advisory agreements, Rule 12b-1 plans, Rule 18f-3 plans).
Experience with Rules 485 and 497 of the Securities Act of 1933, SEC Form N-1A and Edgar/XBRL requirements and ArcPro is preferred but not essential.
This position can be a remote work opportunity.
#LI-CP1
Job Description Summary
Would you thrive in an environment where you can deliver top-quality legal services to support the goals and objectives of a Fortune 100 insurance and financial services company? If you possess the communication skills, analytical ability and paralegal skills needed to provide outstanding service, advice and counsel, we want to hear from you!As a Paralegal Specialist, you'll provide the highest level of legal assistance, project management and general support to the legal staff in the development, research, management and resolution of legal issues. We'll count on you to draft complex legal documents, agreements and pleadings related to a wide variety of matters, including litigation, for certain legal practice areas. You may have opportunities to work independently on some matters, with latitude for making decisions and taking action.
Job Description
Key Responsibilities:
Provides support to attorneys in the form of legal research, drafting communications and preparing legal documents with minimal direction.
Conducts sophisticated and detailed legal research and compiles data from such references as online sources, digests and practice manuals, among others. Researches and provides analysis of statutes, regulations and court decisions. Prepares summaries and recommends resolutions to legal questions. Prepares correspondence to internal and external contacts.
Drafts contracts, patent applications, resolutions and other legal documents. Drafts detailed deposition outlines/questions, motions, pleadings, subpoenas, orders and briefs. Works with attorney on unusual or complex matters.
Conducts and supervises broad-level assignments. Evaluates matters which may have a significant impact. May assist the attorney in executing legal matters.
For litigation specialty areas, leads the analysis and evaluation of records and data for discovery. Drafts recommendations and correspondence to clients, claims attorneys, and customers with regard to discovery and legal matters.
May develop and maintains information databases. Builds new processes for data maintenance, storage and retrieval.
May conduct and evaluate open and closed paralegal file audits, advising attorneys and management of the audit results and recommending improvements.
Demonstrates expertise in paralegal concepts and procedures. Maintains proficiency in both business and legal professional competencies.
Assists in developing and implementing policies, procedures and precedents for the paralegal area.
Coordinates workflow and mentors and trains less experienced paralegals.
Responds to requests for production of documents, responses to interrogatories and/or regulatory requests and inquiries, and coordinates pre-trial proceedings and discovery, depending on area of specialty.
May perform other responsibilities as assigned.
Reporting Relationships: Reports to Counsel/Paralegal Supervisor. May have the opportunity to lead a team of up to three associates.
Typical Skills and Experiences:
Education: Undergraduate or post-graduate studies in business administration, insurance or other related area preferred.
License/Certification/Designation: Certification in paralegal studies preferred.
Experience: Typically, eight or more years of experience as a paralegal with demonstrated good performance.
Knowledge, Abilities and Skills: Advanced knowledge of paralegal concepts, practices and procedures. Significant knowledge of the operations, practices and procedures of general counsel or civil litigation, depending on area of specialty. Proven knowledge of filing requirements of courts and agencies. Must have demonstrated knowledge in legal research and complex deposition motion practices, as well as in appellate procedures.
Sophisticated analytical, research and organizational skills. Consistent track record in setting work priorities that conform with established standards. Self-starter who is able to work with little direction. Able to handle complex projects with minimal direction. Proven ability to provide leadership and support. Ability to give presentations in both formal and informal settings. Strong verbal and written skills for contact with associates, attorneys, clients and customers. Ability to operate a computer and related legal and business software and databases.
Other criteria, including leadership skills, competencies and experiences may take precedence.
Staffing exceptions to the above must be approved by the Officer, Managing Counsel and HR Business Partner.
Values: Regularly and consistently demonstrates the Nationwide Values.
Job Conditions:
Overtime Eligibility: Eligible (Non-Exempt)
Working Conditions: Normal office environment, Occasional travel. Non-standard or extended work may be required based on project needs.
ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some associates assigned to the job to performs a somewhat different combination of duties.
Credit/Background Check: Due to the fiduciary accountabilities of this job, a valid credit and/or background which will be required as part of the selection process.
We currently anticipate accepting applications until 11/26/2026. However, we encourage early submissions, as the posting may close sooner if a strong candidate slate is identified before the deadline.Benefits
We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more.
Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.
This position could be filled within any of the lower 48 U.S. states. #legal Smoke-Free Iowa Statement: Nationwide Mutual Insurance Company, its affiliates and subsidiaries comply with the Iowa Smokefree Air Act. Smoking is prohibited in all enclosed areas on or around company premises as well as company issued vehicles. The company offers designated smoking areas in which smoking is permitted at each individual location. The Act prohibits retaliation for reporting complaints or violations. For more information on the Iowa Smokefree Air Act, individuals may contact the Smokefree Air Act Helpline at 888-944-2247.For NY residents please review the following state law information: Notice of Employee Rights, Protections, and Obligations LS740 (ny.gov) https://dol.ny.gov/system/files/documents/2022/02/ls740_1.pdf
NOTE TO EMPLOYMENT AGENCIES:
We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means.
Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. If a Sales job, Sales Incentives, based on performance goals are possible in addition to this range. Note on Compensation for Part-Time Roles: Please be aware that the salary ranges listed below reflect full-time compensation. Actual compensation may be prorated based on the number of hours worked relative to a full-time schedule. The national salary range for Paralegal Specialist : $79,500.00-$148,500.00 The expected starting salary range for Paralegal Specialist : $79,500.00 - $119,500.00- Job Category Legal
- Position Type Full Time
- Posted 2026-11-10T20:15:06.358568+00:00
- Location(s)
- Ohio - Columbus, One Nationwide Plaza
- United States - Remote
- Line of Business
- Entity
- Recruiter
- Hiring Manager
- Experience Level
- Req ID 101272
See All 7 Remote Investment Specialist Jobs
Find roles that match your experience and apply in just a few clicks.
Find JobsRemote Investment Specialist Job Market
Who's Hiring
What Employers Look For
The qualifications that appear most often in remote investment specialist jobs.
- FINRA Series 7 and Series 66 (or Series 65) licenses required or expected within 90 days
- Bachelor's degree in finance, economics, business, or a closely related field
- Two or more years of experience in financial services, wealth management, or investment sales
- Proficiency with portfolio management platforms and CRM systems
- CFP, CFA, or CIMA designation preferred for senior or advisory-track roles
- Demonstrated ability to build client relationships and grow assets under management
Tips for Your Remote Investment Specialist Job Search
Apply early to remote roles that fit
Migrate Mate lists remote investment specialist openings from across the U.S. in one place, so you can find roles that match your background and apply directly. Early applications on remote postings get more attention before inboxes fill.
Prove your async communication skills upfront
Remote investment specialist employers screen for written clarity because client communication happens over email and messaging tools, not face-to-face. Build a concise writing sample, such as a brief investment summary or client memo, that you can submit or reference quickly.
Get licensed before you apply remotely
Remote roles expect you to operate independently from day one, so holding an active Series 65, CFP designation, or CFA charterholder status removes a major hiring barrier that office-based employers might work around with on-site supervision.
Highlight remote client management on your resume
Specifically note any experience managing client portfolios, running virtual review meetings, or delivering investment recommendations without in-person contact. Remote hiring managers look for evidence you can build client trust entirely through digital channels.
Remote Investment Specialist Jobs: Frequently Asked Questions
How do I get a remote investment specialist job?
Target remote-first financial firms, fintech companies, and distributed wealth management teams that have already built infrastructure for remote client work. Remote employers screen heavily for self-direction, written communication, and the ability to present complex investment concepts clearly without in-person contact. Demonstrating proficiency with remote collaboration tools and showing a history of autonomous client management gives you a real edge over candidates who only have office-based experience.
Which companies hire remote investment specialists?
Remote investment specialist roles are posted by Huntington Bank, Meridial, and WEX and others right now, based on current remote listings on Migrate Mate as of November 2026. These include remote-first fintech platforms, distributed registered investment advisory firms, and financial services companies that have shifted client-facing investment roles to fully remote distributed teams.
Can you get a remote investment specialist job with no experience?
Yes, but remote entry-level investment specialist roles are harder to land because employers expect you to manage client relationships and investment workflows independently from day one. Fintech startups and remote-first robo-advisory platforms are more likely to hire entry-level candidates. Showing completed certifications like Series 65 or CFA Level I, alongside any client-facing or financial analysis work, opens doors when direct experience is limited.
Do you need a degree for remote investment specialist jobs?
Not always. Many remote employers weigh relevant certifications, demonstrated portfolio analysis skills, and results from prior client or financial work alongside or instead of a degree. Series 65, CFP coursework, or CFA progress can substitute for a finance degree at remote-first firms and fintech companies that prioritize demonstrated competency over academic credentials alone.
See All 7 Remote Investment Specialist Jobs
Find roles that match your experience and apply in just a few clicks.
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