Wealth Management Specialist
$70 - $90 per hourFull-time
Mercor
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: $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 20–30 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: View email address on jobs.jobcopilot.com
PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.
Vacancy posted 13 hours ago
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