Senior Level Investment Representative Jobs
Senior level investment representative jobs call for professionals who set client strategy, own portfolio outcomes, and guide the teams and processes that deliver results. With 17% of openings offering remote or hybrid flexibility, roles in Investment & Asset Management, Banking & Financial Services, and Fintech are open, with JPMorganChase, MUFG, and Piper Sandler hiring at this level now.
Find JobsOverview
Showing 5 of 49+ Senior Level Investment Representative jobs
Who we are looking for
State Street is looking for a hands-on Application Engineering Agile Room Lead to provide engineering leadership in the build-out, modernization, and enhancement of a large-scale, business-critical Investment Accounting platform. The candidate will work in a dynamic, fast-paced Agile team environment, partnering closely with business and technology teams across global locations.
The ideal candidate will bring deep experience leading software engineering teams responsible for complex enterprise applications, a strong understanding of financial services and investment accounting workflows, and proven success modernizing large-scale legacy systems. The candidate will help drive the evolution of the platform through modernization initiatives, adoption of contemporary engineering practices, and selective use of cloud capabilities where they deliver measurable business value
What you will be responsible for
As Software Engineering & Development Lead, Vice President you will:
- Lead a software engineering team responsible for enhancing and supporting a business-critical portfolio accounting and middle-office application.
- Drive the planning and execution of application modernization initiatives, evolving a Windows-based Visual C++ platform toward a modern distributed architecture with web-based user experiences and Java-based services.
- Partner with business stakeholders, product owners, architecture, infrastructure, and risk teams to deliver strategic technology solutions aligned with business priorities.
- Translate business and regulatory requirements into scalable, maintainable, and operationally resilient software solutions.
- Oversee solution design, software development, production readiness, and operational stability.
- Lead Agile delivery activities, including release planning, estimation, prioritization, and execution across global teams.
- Mentor engineering talent and foster a culture of technical excellence, accountability, continuous improvement, and innovation.
- Communicate technology strategy, delivery progress, dependencies, and risks to senior leadership.
- Evaluate and adopt modern engineering approaches, including AI-assisted development capabilities, automation tooling, and cloud services where appropriate to enhance development efficiency and platform capabilities.
Provide hands-on leadership and support during critical delivery initiatives and complex production challenges.
What we value
These skills will help you succeed in this role
- Strong understanding of investment accounting, portfolio accounting, financial reporting, and related business processes within the financial services industry.
- Proven experience delivering technology solutions for financial services organizations, particularly in accounting, investment operations, regulatory reporting, or middle-office platforms.
- Extensive experience in enterprise application architecture and distributed systems design.
- Strong programming background in Visual C++ and Java, with demonstrated experience modernizing large-scale legacy applications.
- Database experience with current Oracle DB versions, including SQL, PL/SQL Development, and other Oracle services/features.
- Experience designing and implementing:
- Event-driven architectures
- Microservices and domain-driven design principles
- High-performance and low-latency systems
- Strong understanding of transaction processing, reconciliation, data integrity, and accounting-centric system design.
- Experience building and operating large-scale distributed systems with high throughput and strong reliability requirements.
- Working knowledge of Azure cloud services and modern DevOps practices, with an understanding of how cloud technologies can support enterprise application modernization.
- Experience using AI-assisted software development tools such as GitHub Copilot or similar technologies to improve developer productivity, code quality, and software delivery effectiveness.
- Strong leadership, collaboration, and communication skills with the ability to influence technical and business stakeholders.
Education & Preferred Qualifications
These skills will help you succeed in this role
- 12+ years of experience developing enterprise applications and large-scale data processing solutions.
- Bachelor's degree in Computer Science, Engineering, Information Technology, or a related field. Advanced degree preferred.
- Experience working in multi-platform, multi-database, and multi-language application environments.
- Experience leading Agile software delivery teams and adhering to SDLC, governance, and risk management processes.
- Hands-on experience with modern web technologies, including ReactJS or similar front-end frameworks, as well as microservices concepts, including Spring Boot or similar platform.
- Experience designing and delivering enterprise solutions utilizing cloud platforms such as Azure, AWS, or Google Cloud.
- Familiarity with cloud-native services, CI/CD automation, infrastructure as code, application security, and observability practices.
- Experience with event-driven architectures, microservices, and service-oriented application design.
- Knowledge of modern software engineering practices, including automated testing, DevSecOps, and AI-assisted development workflows.
- Experience within the financial services industry, with exposure to investment accounting, financial reporting, regulatory reporting, or capital markets platforms strongly preferred
Additional requirements
- Regular collaboration with offshore teams in India and China, as well as management and technical teams on the U.S. East Coast, is required.
- Demonstrated experience leading, motivating, coaching, and developing high-performing engineering teams.
Work Requirement
- Onsite 4 days a week in office and one day remote
- Standard business hours aligned to project and stakeholder needs(8am to 5pm)
Salary Range:
$120,000 - $202,500 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.
Who we are looking for
State Street is looking for a hands-on Application Engineering Agile Room Lead to provide engineering leadership in the build-out, modernization, and enhancement of a large-scale, business-critical Investment Accounting platform. The candidate will work in a dynamic, fast-paced Agile team environment, partnering closely with business and technology teams across global locations.
The ideal candidate will bring deep experience leading software engineering teams responsible for complex enterprise applications, a strong understanding of financial services and investment accounting workflows, and proven success modernizing large-scale legacy systems. The candidate will help drive the evolution of the platform through modernization initiatives, adoption of contemporary engineering practices, and selective use of cloud capabilities where they deliver measurable business value
What you will be responsible for
As Software Engineering & Development Lead, Vice President you will:
- Lead a software engineering team responsible for enhancing and supporting a business-critical portfolio accounting and middle-office application.
- Drive the planning and execution of application modernization initiatives, evolving a Windows-based Visual C++ platform toward a modern distributed architecture with web-based user experiences and Java-based services.
- Partner with business stakeholders, product owners, architecture, infrastructure, and risk teams to deliver strategic technology solutions aligned with business priorities.
- Translate business and regulatory requirements into scalable, maintainable, and operationally resilient software solutions.
- Oversee solution design, software development, production readiness, and operational stability.
- Lead Agile delivery activities, including release planning, estimation, prioritization, and execution across global teams.
- Mentor engineering talent and foster a culture of technical excellence, accountability, continuous improvement, and innovation.
- Communicate technology strategy, delivery progress, dependencies, and risks to senior leadership.
- Evaluate and adopt modern engineering approaches, including AI-assisted development capabilities, automation tooling, and cloud services where appropriate to enhance development efficiency and platform capabilities.
Provide hands-on leadership and support during critical delivery initiatives and complex production challenges.
What we value
These skills will help you succeed in this role
- Strong understanding of investment accounting, portfolio accounting, financial reporting, and related business processes within the financial services industry.
- Proven experience delivering technology solutions for financial services organizations, particularly in accounting, investment operations, regulatory reporting, or middle-office platforms.
- Extensive experience in enterprise application architecture and distributed systems design.
- Strong programming background in Visual C++ and Java, with demonstrated experience modernizing large-scale legacy applications.
- Database experience with current Oracle DB versions, including SQL, PL/SQL Development, and other Oracle services/features.
- Experience designing and implementing:
- Event-driven architectures
- Microservices and domain-driven design principles
- High-performance and low-latency systems
- Strong understanding of transaction processing, reconciliation, data integrity, and accounting-centric system design.
- Experience building and operating large-scale distributed systems with high throughput and strong reliability requirements.
- Working knowledge of Azure cloud services and modern DevOps practices, with an understanding of how cloud technologies can support enterprise application modernization.
- Experience using AI-assisted software development tools such as GitHub Copilot or similar technologies to improve developer productivity, code quality, and software delivery effectiveness.
- Strong leadership, collaboration, and communication skills with the ability to influence technical and business stakeholders.
Education & Preferred Qualifications
These skills will help you succeed in this role
- 12+ years of experience developing enterprise applications and large-scale data processing solutions.
- Bachelor's degree in Computer Science, Engineering, Information Technology, or a related field. Advanced degree preferred.
- Experience working in multi-platform, multi-database, and multi-language application environments.
- Experience leading Agile software delivery teams and adhering to SDLC, governance, and risk management processes.
- Hands-on experience with modern web technologies, including ReactJS or similar front-end frameworks, as well as microservices concepts, including Spring Boot or similar platform.
- Experience designing and delivering enterprise solutions utilizing cloud platforms such as Azure, AWS, or Google Cloud.
- Familiarity with cloud-native services, CI/CD automation, infrastructure as code, application security, and observability practices.
- Experience with event-driven architectures, microservices, and service-oriented application design.
- Knowledge of modern software engineering practices, including automated testing, DevSecOps, and AI-assisted development workflows.
- Experience within the financial services industry, with exposure to investment accounting, financial reporting, regulatory reporting, or capital markets platforms strongly preferred
Additional requirements
- Regular collaboration with offshore teams in India and China, as well as management and technical teams on the U.S. East Coast, is required.
- Demonstrated experience leading, motivating, coaching, and developing high-performing engineering teams.
Work Requirement
- Onsite 4 days a week in office and one day remote
- Standard business hours aligned to project and stakeholder needs(8am to 5pm)
Salary Range:
$120,000 - $202,500 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 49 Senior Level Investment Representative Jobs
Find roles that match your experience and apply in just a few clicks.
Find JobsSenior Level Investment Representative Job Market
Who's Hiring
Top Industries Hiring
- Investment & Asset Management25
- Banking & Financial Services24
- Fintech7
- Accounting & Auditing3
- Consulting & Professional Services3
Senior Level Investment Representative Jobs: Frequently Asked Questions
How do I get a senior level investment representative job?
Employers at this level expect a demonstrated record of managing complex client relationships, exercising independent judgment on investment recommendations, and mentoring junior representatives. Candidates who distinguish themselves typically hold advanced credentials such as a CFP, CFA, or Series 65, and can speak precisely to portfolio performance outcomes they have personally driven. Tailoring your application to show ownership, not just participation, is what moves a resume to the top.
Which companies hire senior level investment representatives?
Companies hiring senior level investment representatives right now include JPMorganChase, MUFG, and Piper Sandler, based on current listings on Migrate Mate as of November 2026. Hiring at this level tends to concentrate among wealth management firms, regional banks, insurance companies, and independent broker-dealers that maintain active books of high-net-worth or institutional clients.
Are there remote senior level investment representative jobs?
Yes, though many roles still prefer on-site presence for client-facing responsibilities. About 17% of senior level investment representative openings are remote or hybrid as of November 2026, reflecting employer flexibility for professionals with an established client base who can maintain relationships without a fixed office requirement.
What makes an investment representative role senior level?
Senior level roles are defined by the scope of accountability rather than task execution. At this stage, an investment representative owns a significant client book, makes high-stakes recommendations with limited oversight, contributes to business development, and is expected to coach or supervise junior staff. The role shifts from following a process to setting one, and performance is measured against portfolio results and client retention at scale.
Which industries hire the most senior level investment representatives?
Senior level investment representative 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 serve clients with complex, ongoing investment needs that require experienced professionals who can manage relationships and assets over the long term.