Wealth Management Expert - Portfolio Strategy

Mercor

Remote

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 & Asset Management Expert

Compensation: $1,150–$1,450/task

Review and evaluate AI-generated outputs related to portfolio recommendations, financial planning scenarios, investment research, and client communication.
Create realistic scenarios based on wealth/asset management workflows, including client discovery meetings, investment policy statements, rebalancing decisions, tax-loss harvesting, and estate planning strategies.
Annotate, label, and validate data across wealth management use cases such as risk profiling, retirement projections, and alternative investment due diligence.
Provide structured feedback on AI accuracy in areas like fiduciary standards (Reg BI, Investment Advisers Act), tax implications, and suitability requirements.
Collaborate asynchronously with research teams to refine evaluation frameworks for financial advisory AI.

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

Task Completion Pay: Competitive and based on task quality.
Performance Bonus: Weekly bonus incentive for top performers.
Hourly Opportunity: Potential transition to hourly compensation for sustained quality.

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.