Wealth Management Specialist
Mercor, San Francisco, CA, United States
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: support@mercor.com
PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.
#J-18808-Ljbffr
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: support@mercor.com
PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.
#J-18808-Ljbffr