Private Wealth Management Specialist | Upto $90/hr

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 Management and Asset Management Specialist Type: Contract Compensation: $70–$90/hour Location: Remote Role Responsibilities

• Review and evaluate AI-generated outputs related to portfolio recommendations, financial planning scenarios, and investment research.
• Create realistic scenarios based on wealth/asset management workflows, including client discovery meetings and estate planning strategies.
• Annotate, label, and validate data across wealth management use cases like risk profiling and retirement projections.
• Provide structured feedback on AI accuracy in fiduciary standards, 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, or asset allocation.
• 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.
• Experience with alternative investments like private equity and hedge funds.

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: https://talent.docs.mercor.com/welcome
• For any help or support, reach out to: [email protected]

PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity. , Apply tot his job Apply To this Job