Senior Wealth Management and Asset Management Professional for AI Evaluation
$70 - $80 per hourSaidGig
Role Overview
This role asks experienced wealth and asset management professionals to create realistic evaluation tasks for AI systems used in large enterprise investment and advisory environments. You will design high-fidelity scenarios, author model reference outputs, and produce rubrics that reflect senior-level decision making in Fortune 500 asset management and large private wealth contexts.
Key Responsibilities- Create enterprise wealth management scenarios covering high-net-worth portfolio construction, multi-stakeholder trust and estate planning, and complex fiduciary or regulatory review processes.
- Design asset management tasks that span Fortune 500 portfolio strategy, alternative investments, institutional client servicing, risk and performance analytics, and manager due diligence.
- Develop investment operations scenarios that assume use of enterprise tools, including Bloomberg Terminal, Aladdin, Morningstar Direct, and portfolio or order management systems common in large firms.
- Apply enterprise investment methodologies such as modern portfolio theory, factor investing, fiduciary duty standards, and ESG integration to produce reference investment policy statements, portfolio strategies, and client-facing executive narratives.
- Author detailed rubrics that separate authentic enterprise-level judgment from generic textbook or exam-style recall.
- At least 5 years experience as a portfolio manager, wealth advisor, or investment professional at a Fortune 500 asset manager, private bank, or wirehouse, for example BlackRock, Vanguard, Morgan Stanley, Goldman Sachs, or JPMorgan.
- Direct ownership or decision responsibility for Fortune 500-scale client portfolios, institutional mandates, or investment strategy decisions.
- Fluency with enterprise investment tooling and methodologies, and practical knowledge of how Fortune 500 regulatory compliance, including SEC and FINRA considerations, fiduciary standards, and client reporting processes work.
- Experience authoring rubrics, investment-training curriculum, or portfolio documentation is a plus.
- Remote role.
- Compensation paid hourly.
- Hourly rate: 70 - 80 hourly.
Vacancy posted 1 day ago
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