Wealth Transfer Advisor for AI Model Training [Remote]

As a Wealth Transfer Specialist, you will play a pivotal role in training, evaluating, and refining AI systems designed to enhance financial intelligence in estate planning and intergenerational wealth transfer. This position allows you to leverage your expertise in advising high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients while translating complex planning strategies into structured 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.

• 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.

• 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.

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

• Hourly compensation ranges from $80 to $120 based on experience.

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

Join us to help shape how AI understands complex wealth transfer and estate planning strategies, applying your real-world advisory expertise to build next-generation financial intelligence tools while collaborating with leading AI researchers and financial domain experts.