Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Estate Planning AI Trainer for Wealth Transfer

Obsidian

Obsidian is seeking a Wealth Transfer Specialist to contribute expertise in estate planning and wealth transfer strategies for cutting-edge AI systems. In this role, you will review AI outputs, provide analytical feedback, and validate financial planning approaches. The ideal candidate has over 5 years of relevant experience and familiarity with tax planning. This part-time position offers competitive hourly compensation and an exciting opportunity to impact the development of advanced financial intelligence tools. #J-18808-Ljbffr Obsidian

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Estate Planning AI Trainer for Wealth Transfer in Dallas, TX vacancy
  • Mercor is seeking a Wealth Transfer Specialist to connect elite talent with leading AI research labs. This remote position requires expertise in wealth management, estate planning, and tax strategies for high-net-worth families. Responsibilities include reviewing AI-generated... 
    Suggested
    Remote job

    Mercor

    Dallas, TX
    3 days ago
  • Mercor is hiring experienced Wealth Transfer Specialists on behalf of a cutting‑edge AI research lab building advanced financial intelligence systems. The...  ...is developing AI models capable of understanding estate planning, intergenerational wealth transfer strategies, trust... 
    Suggested
    Hourly pay
    Part time
    Work at office
    10 hours per week

    Obsidian

    Dallas, TX
    3 days ago
  • $50 - $60 per hour

     ...DataAnnotation is committed to creating high-quality AI. Join our team to help train the nextgeneration of AI while...  ...Financial Accounting, Investment Banking, CorporateDevelopment, Wealth Management, and Insurance Planning. Benefits: This is a full-time or part-time REMOTE... 
    Suggested
    Hourly pay
    Full time
    Contract work
    Part time
    Work experience placement
    Remote work

    Data Annotation

    Balch Springs, TX
    2 days ago
  • $50 - $60 per hour

     ...DataAnnotation is committed to creating high-quality AI. Join our team to help train the nextgeneration of AI while...  ...Financial Accounting, Investment Banking, CorporateDevelopment, Wealth Management, and Insurance Planning. Benefits: This is a full-time or part-time REMOTE... 
    Suggested
    Hourly pay
    Full time
    Contract work
    Part time
    Work experience placement
    Remote work

    Data Annotation

    Mesquite, TX
    1 day ago
  •  ...of centralized investment data management across Scotia Global Wealth Management. This is a senior-level role with significant influence...  ...) on platform upgrades, technical escalations, and roadmap planning What You'll Bring • 7+ years of hands-on development experience... 
    Suggested
    Local area
    Flexible hours

    Scotiabank

    Dallas, TX
    2 days ago
  • $1,150 - $1,450 per month

    Role Overview Mercor is partnering with leading AI labs to engage experienced regulatory compliance and risk management professionals...  ..., risk assessments, policy gap analyses, and remediation planning Annotate, label, and validate data across compliance use cases... 
    Remote job
    Hourly pay

    Mercor

    Mesquite, TX
    2 days ago
  • $73.01k - $170.64k

     ...Responsibilities Lead the technical planning and requirements gathering. Serve as...  ...data models and star schemas for BI and AI usage. Collaborate with data scientists...  ...promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and... 
    Work at office
    Local area
    Flexible hours

    Perficient

    Dallas, TX
    1 day ago
  •  ...the escalating power density demands of AI and GPU-dense compute environments. This...  ...Power Systems Lead upfront power systems planning with hyperscale clients - defining MV/LV...  ...switchgear through UPS, generator paralleling, transfer switching, PDUs, and busway; lead power... 
    Contract work
    For contractors
    Work at office

    Jacobs

    Dallas, TX
    1 day ago
  • Goldman Sachs is seeking an AI Solutions Engineer - Vice President to drive innovations within the Wealth Management data ecosystem. This role involves architecting AI-powered data engineering solutions and defining standards to maintain AI evaluation. Candidates should... 

    Goldman Sachs

    Dallas, TX
    2 days ago
  •  ...and complementary business lines in real estate investment, design, self‑perform construction...  ...benefits, dental, and vision insurance plans, virtual care options for physical...  ...This policy applies to recruiting, hiring, transfers, promotions, terminations, compensation,... 
    Temporary work
    For contractors
    For subcontractor
    Work at office

    Suffolk

    Dallas, TX
    18 hours ago
  •  ...consult on complex initiatives with broad impact and large-scale planning for Systems Operations Engineering. You will review and analyze...  ...with reviewing certificates or supporting encrypted data transfer workflows. ~ Exposure to managed file transfer tools such as... 
    Work experience placement

    Artech

    Dallas, TX
    4 days ago
  •  ...global financial firm seeks a highly skilled GenAI Developer in Dallas, Texas. In this role, you will develop and implement AI solutions in Wealth Management by collaborating with business partners to enhance client engagement. The ideal candidate will possess strong... 

    Goldman Sachs

    Dallas, TX
    3 days ago
  • A global financial services firm is seeking a highly skilled GenAI Developer in Dallas, Texas. You will work to develop AI solutions for the Wealth Management division, leveraging your experience in generative AI, programming, and data analysis. Ideal candidates will have... 

    Goldman Sachs Group, Inc.

    Dallas, TX
    2 days ago
  • $107.12k - $160.68k

     ...cutting-edge Big Data technologies, including AI. The ideal candidate is a high-impact...  ...studies, time and cost estimates, IT planning, risk technology, applications development...  ...products - Cards, Mortgage, Deposits and wealth domain exposure ~ Certifications in... 
    Full time

    Citigroup Inc

    Irving, TX
    7 days ago
  • $172.5k - $313.7k

     ...About Salesforce Salesforce is the #1 AI CRM, where humans with agents drive...  ...distributed environments. ~ Experience planning, implementing, and executing software migrations...  ...for compensation, benefits, promotions, transfers, reduction in workforce, recall, training... 

    Salesforce.Com Inc

    Dallas, TX
    1 day ago
  •  ...Asset & Wealth Management - AI Solutions Engineer - Associate - Dallas location_on Dallas, Texas, United States What We Do At Goldman Sachs, our Engineers don't just make things — we make things possible. The WM Data Engineering team within Asset & Wealth Management builds... 

    Goldman Sachs Bank AG

    Dallas, TX
    7 hours ago
  •  ...ideal candidate will have a strong background in applied generative AI. This role will involve developing and implementing AI solutions,...  ...our GenAI capabilities and contributing to the success of our Wealth Management division. Key Responsibilities Work with stakeholders... 

    The Goldman Sachs Group

    Dallas, TX
    1 day ago
  •  ...corporations, financial institutions, governments and individuals. Asset & Wealth Management Division Across Asset and Wealth Management (AWM),...  ...candidate will have a strong background in applied generative AI and will develop and implement AI solutions across several... 
    Bank staff

    Goldman Sachs

    Dallas, TX
    3 days ago
  • $150k - $225k

     ...Applied AI And Data Sciences Engineer We are a firm where people truly believe in what they do and strive to achieve the highest...  ...and AI applications, and provides ongoing service, support, and planning for continued enhancements. This Engineer will also partner closely... 
    Temporary work

    Holland & Knight

    Dallas, TX
    4 days ago
  • $10k

     ...WELLTOWER – REIMAGINE REAL ESTATE WITH US At Welltower, we’re transforming how...  ...be enhanced, and to analyze output from AI tools that automate certain processes within...  ...of enterprise profitability and business planning and forecasting. Education: PhD... 
    Work experience placement
    Work at office

    Welltower

    Dallas, TX
    1 day ago
  •  ...support your overall wellbeing, and include: ~ PPO medical plan, available day one at no cost for full-time employee-only coverage...  ...compliance patterns suitable for an academic medical environment. Uses AI-assisted development tools responsibly to increase throughput... 
    Full time

    University Of Texas Southwestern Medical Cent (The)

    Dallas, TX
    9 days ago
  •  ...and if something goes wrong, we need to do some analysis and automation. Tasks will be distributed via our Jira board/sprint planning/grooming cycle. Team will have a regular standup on each task (at least twice a week but open for daily if needed or any blockers... 

    Kasmo Global

    Dallas, TX
    1 day ago
  •  ...data pipelines. Drive innovation through advanced analytics and AI, while translating insights into actional decisions and partnering...  ...models to support actuarial, financial, and operational planning functions. Data Engineering & MLOps ~ Build and maintain... 
    Work at office

    Orion180

    Irving, TX
    2 days ago
  •  ...advanced analytics, machine learning, experimentation, and modern AI-enabled tools. A critical focus of this position is solving the...  ...acquisition, activation, engagement, retention, promotion planning, and channel performance. ~ AI & Advanced Analytics : Apply... 

    FleetPride

    Dallas, TX
    18 hours ago
  •  ...a resource to Federal and contractor staff on data science and may be called upon to assume responsibility for developing project planning, coordinating overall team efforts, and maintaining appropriate lines of communication. Acts periodically as a technical advisor... 
    For contractors

    Department of Health and Human Services

    Dallas, TX
    1 day ago
  • $85k - $130k

     ...predictive modeling projects. Upon acquiring new business, the DSC owns the remaining phases of the project lifecycle: definition/planning, execution and completion. The definition/planning and execution phases focus on identifying relationships across data sources to... 
    Full time
    Work experience placement

    Hanchey

    Dallas, TX
    1 day ago
  •  ...intersection of transportation operations, operations research, AI, and business strategy . This role partners deeply with...  .... Instead, you will: Cocreate solutions with Operations and Planning leaders Partner with IT, Data Engineering, and Platform teams... 
    Full time
    Local area

    MV Transportation

    Dallas, TX
    1 day ago
  • $68.25 per hour

     ...seeking a Software Engineer (Core Java, AI Agents) to join our dynamic team. The ideal...  ...learning, training, fine-tuning, transfer learning, embeddings, validation, evaluation...  ...Experience implementing autonomous agents for planning, decision-making, or environment... 
    Contract work
    Work at office
    Relocation
    3 days per week

    BCforward

    Addison, TX
    1 day ago
  •  ...quantitative analyst with strong hands - on Python skills to help build and maintain forecasting and simulation models for long - range planning. This role is focused on translating business logic and assumptions into working Python code, performing data analysis using... 
    Remote work

    Artech

    Irving, TX
    3 days ago
  • $10k

     ...and deliver modern data solutions using cloud-based platforms and AI-driven innovations. You will partner with business, technology,...  ...elicit and refine requirements through an iterative process of planning, defining acceptance criteria, prioritizing, developing and delivering... 
    Work at office
    Work from home

    Fisher Investments Careers

    Dallas, TX
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Estate Planning AI Trainer for Wealth Transfer. Be the first to apply!