Wealth Transfer Specialist

Mercor is hiring experienced Wealth Transfer Specialists on behalf of a cutting-edge AI research lab building advanced financial intelligence systems. The lab is developing AI models capable of understanding estate planning, intergenerational wealth transfer strategies, trust structures, and tax-efficient asset transitions. This role focuses on training, evaluating, and refining AI systems by contributing real-world expertise in wealth transfer and estate planning. The ideal candidate combines hands-on experience advising HNW/UHNW clients with the ability to translate complex planning strategies into structured, high-quality feedback for AI development.

Key Responsibilities

- Review and annotate AI-generated outputs related to estate and wealth transfer strategies.


- Evaluate model reasoning on trusts, gifting strategies, and tax-efficient structuring.


- Provide expert feedback on estate tax, gift tax, and generation-skipping transfer tax scenarios.


- Validate planning approaches for liquidity events, succession, and family governance.


- Label and structure case-based planning data for AI training.


- Identify gaps, inconsistencies, or compliance risks in AI-generated recommendations.


- Collaborate with research teams to improve model accuracy in financial planning workflows.

Requirements

- 5+ years of experience in wealth management, private banking, estate planning, or trust advisory.


- Strong expertise in estate, gift, and transfer tax planning.


- Direct experience working with HNW or UHNW families.


- Familiarity with trust structures (GRATs, SLATs, dynasty trusts, ILITs, etc.).


- Strong written communication skills and ability to provide structured analytical feedback.


- Comfort reviewing technical financial and legal documentation.

Preferred Qualifications

- CFP®, CFA®, CPA, JD, or similar credential.


- Experience in multi-family office or RIA environments.


- Exposure to cross-border wealth transfer strategies.


- Prior experience mentoring, reviewing planning strategies, or training junior advisors.

Engagement Details

- Project-based or part-time (10-20 hours per week depending on availability).


- Competitive hourly compensation based on experience.


- Opportunity to contribute to frontier AI systems in financial advisory and estate planning.

Why Join

- Help shape how AI understands complex wealth transfer and estate planning strategies.


- Apply real-world advisory expertise to build next-generation financial intelligence tools.


- Collaborate with leading AI researchers and financial domain experts.


- Contribute to foundational systems that will support advisors and families globally.