Wealth Management Specialist

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 Management and Asset Management Specialist
Type: Contract
Compensation: $70$90/hour
Location: Remote

Role Responsibilities

• Review and evaluate AI-generated outputs related to portfolio recommendations financial planning scenarios and investment research.
• Create realistic scenarios based on wealth/asset management workflows including client discovery meetings and estate planning strategies.
• Annotate label and validate data across wealth management use cases like risk profiling and retirement projections.
• Provide structured feedback on AI accuracy in fiduciary standards 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 or asset allocation.
• 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.
• Experience with alternative investments like private equity and hedge funds.

Application Process (Takes 2030 mins to complete)

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

Resources & Support

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