Wealth & Asset Management Expert
Mercor • Remote • Posted 12 days ago
Education
Any
Type
Pay Rate
$80/task
Posted
12d ago
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About this Role
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
Requirements
- Must be eligible to work in Remote
- Fluent proficiency in English (Written & Verbal)
- Reliable high-speed internet connection
- Bachelor's degree or equivalent professional experience
- Demonstrated expertise in Finance
Compensation Analysis
Monetize your niche expertise without the billable hours. At $80/hr, this role offers elite compensation for pure intellectual work—no client management or administrative bloat.
Skills & Categories
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Frequently Asked Questions
Is this for freelancers or full-time employees?
Both. Mercor tries to match you with clients who want long-term contractors. Unlike other platforms where you log in and grab small tasks, Mercor matches you with one company for a steady role (e.g., 'Python Tutor for 3 months').
I'm not comfortable on camera. Can I still apply?
No. The application requires a video interview with an AI avatar. The AI asks you questions about your resume, and the video is shared with potential clients to prove your communication skills.
Does it cost money to join?
No. You should never pay to join these platforms. Mercor makes money by charging the client a fee on top of your hourly rate.
Is this traditional consulting?
Not exactly. You act as a "Teacher" for advanced AI. Instead of client deliverables, you are given complex scenarios to evaluate. You grade the AI's logic, correct its hallucinations, and provide expert-level reasoning. Your job is to train the model to think like you do.
Why is the pay so high?
This role requires deep, verified expertise. General knowledge isn't enough; the model is specifically being trained on "edge cases"—the rare, difficult, or highly technical nuances that only a senior professional would know.
What is the workload like?
This is cognitive, deep work. Unlike simple data labeling, you might spend 45-60 minutes on a single task, researching citations or verifying complex calculations. Quality is prioritized over speed.
How soon will I start?
Important: Mercor is a talent marketplace, not a task queue. Applying puts you in a pool of candidates. You will only start working when a specific client (like a major AI lab) selects your profile. This matching process can take weeks.