Wealth Management Expert Portfolio Strategy

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 DAngelo Larry Summers and Jack Dorsey.

Position: Wealth & Asset Management Expert
Type: Contract
Compensation: $1150$1450/task
Location: Remote

Role Responsibilities

• Review and evaluate AI-generated outputs related to portfolio recommendations financial planning scenarios investment research and client communication.
• Create realistic scenarios based on wealth/asset management workflows including client discovery meetings investment policy statements rebalancing decisions tax-loss harvesting and estate planning strategies.
• Annotate label and validate data across wealth management use cases such as risk profiling retirement projections and alternative investment due diligence.
• Provide structured feedback on AI accuracy in areas like fiduciary standards (Reg BI Investment Advisers Act) tax implications and suitability requirements.
• Collaborate asynchronously with research teams to refine evaluation frameworks for financial advisory AI.

Qualifications

Must-Have

• 3 years of professional experience at an RIA wirehouses private bank asset manager or family office.
• Background in financial planning client advisory portfolio management asset allocation alternative investments trust and estate planning or institutional asset management.
• Strong analytical thinking and ability to translate advisory workflows into structured evaluation tasks.
• Clear written communication and attention to detail.

Preferred

• CFA CFP CAIA or Series 65/66 certifications.

Compensation & Legal

• Task Completion Pay: Competitive and based on task quality.
• Performance Bonus: Weekly bonus incentive for top performers.
• Hourly Opportunity: Potential transition to hourly compensation for sustained quality.

Application Process (Takes 2030 mins to complete)

• Upload resume
• AI interview based on your resume
• Submit form

Resources & Support

• For details about the interview process and platform information please check:
• For any help or support reach out to:

PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.