Private 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 1 day ago
Similar jobs that could be interesting for youBased on the Private Wealth Management Specialist in Toronto, ON vacancy
- ...WEALTH OPERATIONS MANAGER, Successful Investor Wealth Management Inc. We are an established wealth management firm with 20+ years’ experience in independent portfolio management with assets under management of $1 billion and growing. We are transforming our business...SuggestedFull timeWork at officeRemote workFlexible hours1 day per week
$130k - $170k per year
...impact, and thrive together. We are looking for a Senior Manager, Wealth & Tax Advisory to join our team - bring your ambition and... ...of strong relationships. From audit and tax to consulting and specialist advisory services, we help clients navigate complexity and seize...SuggestedPermanent employmentFull timeCasual workSeasonal workWork at officeLocal areaMonday to fridayFlexible hours$153k - $197k per year
...Location: Toronto (Hybrid) | Practice Area: Wealth & Asset Management | Type: Permanent Design and deliver data architectures that power the future of wealth and asset management. The Role As a Data Architect at Capco, you will play a key role in shaping and delivering...SuggestedPermanent employmentFull timeInternshipImmediate start$120k - $160k per year
...Client Solution Architect - Wealth Management About d1g1t team who have developed leading enterprise portfolio systems for many of the world’s banks, institutional asset managers, hedge funds and regulators. Job Summary We are seeking a highly skilled, high...SuggestedLong term contractFull timeInternshipWork at officeRemote workFlexible hours- ...Scope of Position The Wealth Banker will drive the provision... ...staff and is responsible for managing and building an assigned book... ...Through proactive relationship management, the Wealth Banker retains... ...portfolio jointly with other specialists in Alterna i.e., Credit and/or...SuggestedFull timeImmediate start
$125k - $140k per year
...helps organizations develop efficient and effective operations to support strategic business objectives. We are seeking a Manager to strengthen our Wealth and Asset Management practice in the Toronto office. As a Manager in our Financial Services, Wealth and Asset...Full timeInternshipWork at office$115k - $165k per year
Solution Architect (Wealth/ Asset Management) Position Description This role is hybrid and requires you to be at our downtown Toronto and/or Client office at a minimum 1 days per week subject to change at any time. As a Solution Architect for the Wealth and Asset Management...Work at office1 day per week- ...Bridge strategy and execution in Wealth—deliver platforms that advisors, investors, and operations can trust. We’re seeking a Technical... ..., performance, and growth across the end-to-end Wealth Management value chain—including Product Manufacturing, Investment Operations...InternshipImmediate start
- ...500/1000 companies to startups, small and mid-sized organizations in Canada/US. We are currently hiring a Security Architect - Wealth Management for our consulting client. Role: Security Architect - Wealth Management Type: Contract - Hybrid (2/3 days onsite, 2...Contract workRemote work
$70k - $76k per year
...support at every stage. Join a firm where your career can make a difference. KPMG’s Management Consulting practice is growing its Strategy & Operations team focused on insurance and wealth management. We are looking for Consultants who want to help leading financial...Full timeInternship$34.32k - $58.5k per year
...so. We are currently seeking a Private Client Operations Specialist to join our CIIS Reconciliation this... ...Assante Private Client and CI Private Wealth platforms. WHAT YOU WILL DO... ...escalation of issues on matters requiring managements attention. Support team with...PrivateFull timeInternshipWork at office- ...and high-performing culture. The Senior Manager, Financial Planning & Analysis supports... ...oversight for finance matters for Global Wealth Management (GWM) finance business partners... ...commercial banking, wealth management and private banking, corporate and investment banking,...PrivatePermanent employment
$83k - $98k per year
...where they are. Find our story here: About Meridian As a Wealth Sales Coach: You are responsible for providing guidance and... ...planning professionals, specifically focusing on wealth management products, services and their individual practices. The Wealth Sales...Full timeWork at officeRemote work$166.6k - $250k per year
...they are. Find our story here: About Meridian The Opportunity: Meridian is on an ambitious growth journey, with Wealth Management as a critical strategic engine. We are seeking a VP, Wealth to lead the continued evolution and expansion of our Wealth business...Full timeWork at officeRemote workShift work$22 per hour
...institution, is seeking detail-oriented professionals to join a growing Wealth Operations team. This is an excellent opportunity for individuals... ..., onboarding, transfers, and operational transactions. Manage daily work queues while meeting established service standards and...Full timeContract workPart timeInternshipWork at officeTEKsystems
Toronto, ON3 days ago- ...desire to succeed. As a leader in EY’s Wealth Management team, you will play a critical role in... ...market, including Investment Advisory, Private Banking, Trust, Direct Investing, and Retail... ...firm, a top tier consulting firm, a specialist financial services consultancy, or an...PrivateFlexible hours
$74k - $93.5k per year
...headquartered in the Greater Toronto Area, with teams and offices across North America, Europe, and Australia. As a Knowledge Management Specialist at Prophix, you will own the content, and strategy that help our customers and partners get the most out of our platform....Full timeInternship- ...Job Title: Senior Business Systems Analyst – Wealth Management & SQL Location: Toronto, ON Work Model: Hybrid – 4 days onsite/week Role Summary Seeking a Senior Business Systems Analyst to support the modernization of a portfolio management...Full time
$130 per hour
...investors include Benchmark , General Catalyst , Peter Thiel , Adam D'Angelo , Larry Summers , and Jack Dorsey . Position: Private Equity Expert Type: Contract Compensation: $130/hour Location: Remote Duration: Minimum four...PrivateHourly payWeekly payFull timeContract workFor contractorsSummer workRemote work$55k - $75.5k per year
...supports trust, transparency, and confidence across both public and private organizations. We foster an environment of high challenge ,... ...work, how we lead, and what we deliver As a Resource Management Specialist – O&A Public Audit , you bring a passion for excellence, a...PrivateFull timeInternship- Vice President Consulting Expert (VCPE)- Wealth & Asset Management Position Description CGI is seeking a senior Wealth & Asset Management industry expert to help shape and grow our capabilities in one of the most rapidly evolving areas of financial services. The Vice...Long term contract
$76.8k - $115.2k per year
...specific details for this role. Job Description: TD Wealth Cares is an integral part of Wealth Management responsible for resolving client complaints. Our goal... ...on behalf of Direct Investing Financial Planning Private Investment Advice Private Investment Counsel Private...PrivateFull timeImmediate startWork from home$110k - $145k per year
...service experience delivered through Member-facing staff in branch on the phone (Member-Connect) and via our Mobile mortgage specialists Wealth Management advisors and Commercial and Business Banking Account Managers. Competitive rates. Personalized financial solutions...Full timeWork at office- ...visit CIBC.com What you'll be doing The Wealth Solutions Group within Capital Markets... ...including Canadian Depositary Receipts and Private Markets) and Market-linked GICs to CIBC's... ...when the time arises, as directed by management. Share any developed skills, knowledge, ideas...PrivateFull timeRemote workFlexible hours
$51 per hour
Our client, a top banking client in Canada is looking to hire Business Analyst (Wealth Management - Operations) for their team with a contract for 3 Months with potential extension or possible conversion to Permanent . Hybrid 3 days a week (Mon, Tue, Wed) in Toronto Office....Permanent employmentContract workWork at office3 days per week$60k - $70k per year
...improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation,... ...fill an opening for a Managed Account Program (MAP) Support Specialist to join our Operations team. Reporting to the Supervisor,...Full timeInternshipWork at office$78.4k per year
...knowledge to push the fashion industry towards a more inclusive and sustainable future. About the Role As a Workforce Management Specialist , your main focus will be to ensure optimal workforce planning and scheduling at the Sales Market level while supporting Area...Hourly payFull timeWork at office$65k - $75k per year
...Knowledge Management Specialist Toronto, Ontario, Canada (hybrid) Who We Are Turner Fleischer is one of Canada’s most progressive design studios with 250+ committed, creative and driven professionals. We excel at developing client-centric concepts that are based...Full timeInternshipHome office- 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...Full timeContract workSummer work
$50k - $56k per year
...environment? Canada’s National Ballet School (NBS) is excited to invite applications for the full-time, permanent position of Talent Management Specialist. This is a fantastic opportunity to join a dynamic team that supports the transformative power of dance across all ages and...Long term contractPermanent employmentFull timeTemporary workInternshipWork at officeRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Wealth Management Specialist. Be the first to apply!
Related searches
- spécialiste bi Toronto, ON
- diversity and inclusion specialist Toronto, ON
- building performance specialist Toronto, ON
- e-commerce specialist Toronto, ON
- workforce specialist Toronto, ON
- employment specialist Toronto, ON
- drug safety specialist Toronto, ON
- emergency management specialist Toronto, ON
- crisis intervention specialist Toronto, ON
- career specialist Toronto, ON