Wealth Management Expert - Portfolio Strategy
$1,150 - $1,450 per monthMercor
Job Description
Job Description
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 & Asset Management Expert
Type: Contract
Compensation: $1,150–$1,450/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 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 ziprecruiter.com
PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.
Vacancy posted 3 days ago
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