Wealth Management Specialist

Job Description

About the job

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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 .

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

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Role Responsibilities

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• Review and evaluate AI-generated outputs related to portfolio recommendations, financial planning scenarios, and investment research.
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• Create realistic scenarios based on wealth/asset management workflows, including client discovery meetings and estate planning strategies.
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• Annotate, label, and validate data across wealth management use cases like risk profiling and retirement projections.
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• Provide structured feedback on AI accuracy in fiduciary standards, tax implications, and suitability requirements.
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• Collaborate asynchronously with research teams to refine evaluation frameworks for financial advisory AI .
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Qualifications

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Must-Have

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• 3+ years of professional experience at an RIA, wirehouses, private bank, asset manager, or family office.
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• Background in financial planning, client advisory, portfolio management, or asset allocation.
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• Strong analytical thinking and ability to translate advisory workflows into structured evaluation tasks.
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• Clear written communication and attention to detail.
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Preferred

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• CFA , CFP , CAIA , or Series 65/66 certifications.
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• Experience with alternative investments like private equity and hedge funds.
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Application Process (Takes 20–30 mins to complete)

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• Upload resume
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• AI interview based on your resume
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• Submit form
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Resources & Support

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• For details about the interview process and platform information, please check:
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• For any help or support, reach out to:
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PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.