Mid Level Investment Advisor Assistant Jobs
Mid level investment advisor assistant jobs go to professionals ready to own client workflows end to end, coordinate independently with advisors and compliance teams, and mentor junior support staff with minimal oversight. Hiring runs across Investment & Asset Management, Banking & Financial Services, and Fintech, with 14% remote or hybrid availability, and employers like JPMorganChase, Morgan Stanley, and Jobot competing for candidates at this level now.
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Role Summary
We are looking for an AI Quality Engineer to modernize and accelerate software quality engineering through AI-assisted testing and intelligent automation. The ideal candidate will bring strong hands-on QA automation experience and demonstrated expertise in Playwright, GitHub Copilot, and Tricentis Tosca, including Tosca AI capabilities. The engineer will use AI-assisted development and automation techniques to improve test generation, automation development, execution, maintenance, defect analysis, and overall QA productivity. This role will also support the development and adoption of reusable AI-powered QA agents and automation frameworks across multiple application teams.
Key Responsibilities
AI-Assisted Quality Engineering
- Use GitHub Copilot to accelerate the development of automated test cases, utilities, test data solutions, API tests, and QA frameworks.
- Apply Generative AI to requirements analysis, test scenario identification, test case generation, automation generation, and defect analysis.
- Develop reusable prompts, instructions, skills, and engineering patterns that improve the consistency and accuracy of AI-generated QA assets.
- Evaluate AI-generated tests for accuracy, stability, coverage, maintainability, and security rather than accepting generated output without engineering validation.
- Contribute to the development and enhancement of AI QA agents for requirements analysis, test design, automation generation, traceability, and defect triage.
Playwright Automation Engineering
- Design, develop, and maintain scalable automated test frameworks using Playwright. Hands-on Playwright experience is mandatory for this role.
- Build and maintain Playwright tests for modern web applications using JavaScript or TypeScript.
- Develop reusable fixtures, page objects, utilities, reporting, test data, and environment configuration to support enterprise-scale automation.
- Implement reliable cross-browser, API, integration, regression, and end-to-end testing with Playwright.
- Integrate Playwright automation into GitHub Actions, Azure DevOps, Jenkins, or equivalent CI/CD and Continuous Testing pipelines.
- Analyze failed automation and determine whether failures are caused by application defects, test data, environment, or automation issues.
Tricentis Tosca & Tosca AI
- Design, develop, and maintain automated tests using Tricentis Tosca.
- Apply Tosca AI-assisted capabilities to increase automation productivity and improve test maintenance.
- Build reusable Tosca components and automation assets that can be shared across applications.
- Support GUI, API, integration, regression, and end-to-end testing.
- Integrate Tosca automation into CI/CD and Continuous Testing pipelines.
QA Transformation & Adoption
- Partner with application QA and development teams to identify opportunities for AI-assisted testing and automation.
- Help application teams adopt Playwright, GitHub Copilot, Tosca, and AI QA capabilities.
- Build reusable examples, templates, prompts, standards, and best practices.
- Conduct demonstrations, knowledge-sharing sessions, and technical enablement for QA engineers.
- Measure improvements in automation coverage, development effort, execution time, maintenance effort, and defect detection.
Required Skills and Qualifications
- 5+ years of experience in Quality Engineering or QA Automation.
- Mandatory: Strong hands-on experience designing, developing, and maintaining automated tests and frameworks using Playwright.
- Strong JavaScript or TypeScript experience for Playwright automation development.
- Strong hands-on experience with GitHub Copilot.
- Strong experience with Tricentis Tosca.
- Experience applying Generative AI or large language models (LLMs) to software testing or engineering workflows.
- Strong understanding of test automation architecture, functional and regression testing, API testing, UI/web automation, test data management, CI/CD, Continuous Testing, defect analysis, and debugging.
- Programming or scripting experience with Java, JavaScript/TypeScript, Python, or C#.
- Experience with Git/GitHub and modern development workflows.
Preferred Skills
- Tosca API and enterprise application automation.
- GitHub Actions, Jenkins, or Azure DevOps.
- Jira and Xray.
- AI agent development or agentic workflows.
- Prompt engineering and reusable AI instruction or skill development.
- Retrieval-Augmented Generation (RAG) and enterprise knowledge-base integration.
- Requirements-to-test traceability.
- AI-generated automation validation and governance.
- Performance or data testing experience.
Salary Range:
$80,000 - $140,000 AnnualThe range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.
For a full overview, visit https://hrportal.ehr.com/statestreet/Home .
About State Street
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
Discover more information on jobs at StateStreet.com/careers
Read our CEO Statement
Job Application Disclosure:
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Role Summary
We are looking for an AI Quality Engineer to modernize and accelerate software quality engineering through AI-assisted testing and intelligent automation. The ideal candidate will bring strong hands-on QA automation experience and demonstrated expertise in Playwright, GitHub Copilot, and Tricentis Tosca, including Tosca AI capabilities. The engineer will use AI-assisted development and automation techniques to improve test generation, automation development, execution, maintenance, defect analysis, and overall QA productivity. This role will also support the development and adoption of reusable AI-powered QA agents and automation frameworks across multiple application teams.
Key Responsibilities
AI-Assisted Quality Engineering
- Use GitHub Copilot to accelerate the development of automated test cases, utilities, test data solutions, API tests, and QA frameworks.
- Apply Generative AI to requirements analysis, test scenario identification, test case generation, automation generation, and defect analysis.
- Develop reusable prompts, instructions, skills, and engineering patterns that improve the consistency and accuracy of AI-generated QA assets.
- Evaluate AI-generated tests for accuracy, stability, coverage, maintainability, and security rather than accepting generated output without engineering validation.
- Contribute to the development and enhancement of AI QA agents for requirements analysis, test design, automation generation, traceability, and defect triage.
Playwright Automation Engineering
- Design, develop, and maintain scalable automated test frameworks using Playwright. Hands-on Playwright experience is mandatory for this role.
- Build and maintain Playwright tests for modern web applications using JavaScript or TypeScript.
- Develop reusable fixtures, page objects, utilities, reporting, test data, and environment configuration to support enterprise-scale automation.
- Implement reliable cross-browser, API, integration, regression, and end-to-end testing with Playwright.
- Integrate Playwright automation into GitHub Actions, Azure DevOps, Jenkins, or equivalent CI/CD and Continuous Testing pipelines.
- Analyze failed automation and determine whether failures are caused by application defects, test data, environment, or automation issues.
Tricentis Tosca & Tosca AI
- Design, develop, and maintain automated tests using Tricentis Tosca.
- Apply Tosca AI-assisted capabilities to increase automation productivity and improve test maintenance.
- Build reusable Tosca components and automation assets that can be shared across applications.
- Support GUI, API, integration, regression, and end-to-end testing.
- Integrate Tosca automation into CI/CD and Continuous Testing pipelines.
QA Transformation & Adoption
- Partner with application QA and development teams to identify opportunities for AI-assisted testing and automation.
- Help application teams adopt Playwright, GitHub Copilot, Tosca, and AI QA capabilities.
- Build reusable examples, templates, prompts, standards, and best practices.
- Conduct demonstrations, knowledge-sharing sessions, and technical enablement for QA engineers.
- Measure improvements in automation coverage, development effort, execution time, maintenance effort, and defect detection.
Required Skills and Qualifications
- 5+ years of experience in Quality Engineering or QA Automation.
- Mandatory: Strong hands-on experience designing, developing, and maintaining automated tests and frameworks using Playwright.
- Strong JavaScript or TypeScript experience for Playwright automation development.
- Strong hands-on experience with GitHub Copilot.
- Strong experience with Tricentis Tosca.
- Experience applying Generative AI or large language models (LLMs) to software testing or engineering workflows.
- Strong understanding of test automation architecture, functional and regression testing, API testing, UI/web automation, test data management, CI/CD, Continuous Testing, defect analysis, and debugging.
- Programming or scripting experience with Java, JavaScript/TypeScript, Python, or C#.
- Experience with Git/GitHub and modern development workflows.
Preferred Skills
- Tosca API and enterprise application automation.
- GitHub Actions, Jenkins, or Azure DevOps.
- Jira and Xray.
- AI agent development or agentic workflows.
- Prompt engineering and reusable AI instruction or skill development.
- Retrieval-Augmented Generation (RAG) and enterprise knowledge-base integration.
- Requirements-to-test traceability.
- AI-generated automation validation and governance.
- Performance or data testing experience.
Salary Range:
$80,000 - $140,000 AnnualThe range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.
For a full overview, visit https://hrportal.ehr.com/statestreet/Home .
About State Street
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
Discover more information on jobs at StateStreet.com/careers
Read our CEO Statement
Job Application Disclosure:
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
See All 62 Mid Level Investment Advisor Assistant Jobs
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Find JobsMid Level Investment Advisor Assistant Job Market
Who's Hiring
- JPMorganChase17
- Morgan Stanley4
- Jobot3
- State Street2
- Raymond James2
Top Industries Hiring
- Investment & Asset Management30
- Banking & Financial Services28
- Fintech15
- Staffing & Recruiting5
- Consulting & Professional Services3
Mid Level Investment Advisor Assistant Jobs: Frequently Asked Questions
How do I get a mid level investment advisor assistant job?
Position your existing experience around ownership and outcomes, not just task completion. Highlight moments where you managed client relationships independently, resolved compliance issues, or coordinated across teams without close supervision. Applications that speak to portfolio administration, scheduling of financial reviews, and CRM proficiency land faster at this level. Tailor each submission to the specific firm type and service model listed in the job posting.
Which companies hire mid level investment advisor assistants?
Companies hiring mid level investment advisor assistants right now include JPMorganChase, Morgan Stanley, and Jobot, based on current listings on Migrate Mate as of November 2026. At this level, hiring tends to come from registered investment advisors, broker-dealers, and wealth management divisions of larger financial institutions that need experienced support staff who can operate with real autonomy.
Are there remote mid level investment advisor assistant jobs?
Yes, though availability varies by firm type and client base. About 14% of mid level investment advisor assistant openings are remote or hybrid as of November 2026, reflecting broader adoption of digital client service tools in the financial advisory sector. Firms serving tech-forward or geographically dispersed clients tend to offer the most flexibility at this experience level.
How do I move up to a mid level investment advisor assistant role?
Moving from entry level to mid level means building a record of independent execution over several years. Focus on taking ownership of recurring client service tasks, learning compliance and trading platforms deeply, and contributing to advisor workflows beyond administrative basics. Demonstrating measurable impact, such as reducing onboarding time or improving CRM data quality, signals readiness for the accountability that mid level roles require.
Which industries hire the most mid level investment advisor assistants?
Mid Level investment advisor assistant roles concentrate in Investment & Asset Management, Banking & Financial Services, and Fintech, based on current listings on Migrate Mate as of November 2026. These sectors drive hiring at this level because they maintain active client books that require experienced support staff who can manage complex documentation, coordinate with custodians, and handle client communication with minimal advisor involvement.