Wealth & Asset Management Expert

Role Overview

Mercor is partnering with leading AI labs to engage experienced wealth management and asset management professionals to improve AI systems' reasoning around portfolio construction, financial planning, and investment strategy. Contributors will apply their expertise in areas such as client advisory, asset allocation, alternative investments, estate planning, and fiduciary compliance to evaluate and enhance AI performance on wealth and asset management tasks. This is a project-based opportunity with potential for ongoing engagement depending on performance and project needs.

Wealth & Asset Management Expert

$70-$90 / hr

$70-$90

Role Overview Mercor is partnering with leading AI labs to engage experienced wealth management and asset management professionals to improve AI systems' reasoning around portfolio construction, financial planning, and investment strategy. Contributors will apply their expertise in areas such as client advisory, asset allocation, alternative investments, estate planning, and fiduciary compliance to evaluate and enhance AI performance on wealth and asset management tasks. This is a project-based opportunity with potential for ongoing engagement depending on performance and project needs. Key Responsibilities 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 — 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 (e.g., risk profiling, retirement projections, alternative investment due diligence) Provide structured feedback on AI accuracy in areas such as 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 Ideal Qualifications 3+ years of professional experience at an RIA, wirehouses, private bank, asset manager, or family office Background in one or more areas such as: Financial planning and client advisory Portfolio management and asset allocation Alternative investments (private equity, hedge funds, real assets) Trust and estate planning Institutional asset management or fund operations CFA, CFP, CAIA, or Series 65/66 a plus Strong analytical thinking and ability to translate advisory workflows into structured evaluation tasks Clear written communication and attention to detail Compensation Note This project is expected to begin on an effective hourly rate, but will transition to a model where experts are compensated based on throughput of quality work rather than a flat accruing hourly rate. Mercor is a talent marketplace that connects top experts with leading AI labs and research organizations. Backed by investors including Benchmark, General Catalyst, Adam D'Angelo, and Jack Dorsey. Thousands of professionals across domains contribute to projects shaping the next generation of AI systems. We consider all qualified applicants without regard to legally protected characteristics and provide reasonable accommodations upon request. Mercor partners with leading AI labs and enterprises to train frontier models using human expertise. You will work on projects that focus on training and enhancing AI systems. You will be paid competitively, collaborate with leading researchers, and help shape the next generation of AI systems in your area of expertise. Posted a month ago

• 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 — 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 (e.g., risk profiling, retirement projections, alternative investment due diligence)
• Provide structured feedback on AI accuracy in areas such as 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 one or more areas such as:

Financial planning and client advisory

Portfolio management and asset allocation

Alternative investments (private equity, hedge funds, real assets)

Trust and estate planning

Institutional asset management or fund operations

• Financial planning and client advisory
• Portfolio management and asset allocation
• Alternative investments (private equity, hedge funds, real assets)
• Trust and estate planning
• Institutional asset management or fund operations
• CFA, CFP, CAIA, or Series 65/66 a plus
• Strong analytical thinking and ability to translate advisory workflows into structured evaluation tasks
• Clear written communication and attention to detail
• You will be engaged as an independent contractor.
• This is a fully remote role that can be completed on your own schedule.
• Projects can be extended, shortened, or concluded early depending on needs and performance.
• Your work at Mercor will not involve access to confidential or proprietary information from any employer, client, or institution.
• Payments are weekly on Stripe or Wise based on services rendered.
• Please note: We are unable to support H1-B or STEM OPT candidates at this time.