Private Wealth Management Specialist | Upto $90/hr
About The Job
Mercor
connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include
Benchmark
,
General Catalyst
,
Peter Thiel
,
Adam D'Angelo
,
Larry Summers
, and
Jack Dorsey
.
Position:
Wealth Management and Asset Management Specialist
Type:
Contract
Compensation:
$70ā$90/hour
Location:
Remote
Role Responsibilities
ā¢ Review and evaluate AI-generated outputs related to portfolio recommendations, financial planning scenarios, and investment research.
ā¢ Create realistic scenarios based on wealth/asset management workflows, including client discovery meetings and estate planning strategies.
ā¢ Annotate, label, and validate data across wealth management use cases like risk profiling and retirement projections.
ā¢ Provide structured feedback on AI accuracy in fiduciary standards, tax implications, and suitability requirements.
ā¢ Collaborate asynchronously with research teams to refine evaluation frameworks for financial advisory AI.
Qualifications
Must-Have
ā¢ 3+ years of professional experience at an RIA, wirehouses, private bank, asset manager, or family office.
ā¢ Background in financial planning, client advisory, portfolio management, or asset allocation.
ā¢ Strong analytical thinking and ability to translate advisory workflows into structured evaluation tasks.
ā¢ Clear written communication and attention to detail.
Preferred
ā¢ CFA, CFP, CAIA, or Series 65/66 certifications.
ā¢ Experience with alternative investments like private equity and hedge funds.
Application Process (Takes 20ā30 mins to complete)
ā¢ Upload resume
ā¢ AI interview based on your resume
ā¢ Submit form
Resources & Support
ā¢ For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome
ā¢ For any help or support, reach out to: [email protected]
PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.
,
Mercor
connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include
Benchmark
,
General Catalyst
,
Peter Thiel
,
Adam D'Angelo
,
Larry Summers
, and
Jack Dorsey
.
Position:
Wealth Management and Asset Management Specialist
Type:
Contract
Compensation:
$70ā$90/hour
Location:
Remote
Role Responsibilities
ā¢ Review and evaluate AI-generated outputs related to portfolio recommendations, financial planning scenarios, and investment research.
ā¢ Create realistic scenarios based on wealth/asset management workflows, including client discovery meetings and estate planning strategies.
ā¢ Annotate, label, and validate data across wealth management use cases like risk profiling and retirement projections.
ā¢ Provide structured feedback on AI accuracy in fiduciary standards, tax implications, and suitability requirements.
ā¢ Collaborate asynchronously with research teams to refine evaluation frameworks for financial advisory AI.
Qualifications
Must-Have
ā¢ 3+ years of professional experience at an RIA, wirehouses, private bank, asset manager, or family office.
ā¢ Background in financial planning, client advisory, portfolio management, or asset allocation.
ā¢ Strong analytical thinking and ability to translate advisory workflows into structured evaluation tasks.
ā¢ Clear written communication and attention to detail.
Preferred
ā¢ CFA, CFP, CAIA, or Series 65/66 certifications.
ā¢ Experience with alternative investments like private equity and hedge funds.
Application Process (Takes 20ā30 mins to complete)
ā¢ Upload resume
ā¢ AI interview based on your resume
ā¢ Submit form
Resources & Support
ā¢ For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome
ā¢ For any help or support, reach out to: [email protected]
PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.
,