Wealth & Asset Management Expert
Mercor • Remote
Education
Any
Type
hourly
Pay Rate (by country)
$70–$90/hr
Listed
109d ago
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About this Role
From the Mercor listing
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.
- 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
- 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.
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
Why This Role
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 Mercor for freelancers or full-time contractors?
Mercor places you with one client for a defined engagement, like 'Python Tutor for 3 months', rather than having you grab small tasks from a shared queue. Most roles function as steady contract work, not one-off gigs.
Does Mercor's application require an on-camera interview?
Yes, every applicant records a video interview with an AI interviewer that asks questions about your resume. Clients review that recording to judge communication skills before matching, so there's no way to apply without going on camera.
Does it cost money to apply to Mercor?
No, applying and joining Mercor is free. Mercor's revenue comes from a fee it charges the client on top of your hourly rate, not from applicants. Treat any request for payment to join as a red flag.
Is AI training work the same as traditional consulting?
No. Instead of client deliverables, you're given complex scenarios to evaluate: grading the AI's logic, correcting its hallucinations, and supplying expert-level reasoning it doesn't have on its own. The job is closer to teaching than consulting.
Why do these AI training roles pay so much?
Because general knowledge isn't what's being tested. The model already knows the basics; what it needs is expertise on edge cases, the rare, difficult, highly technical judgment calls only a senior professional in the field would make correctly.
What does the day-to-day workload look like for elite-expert AI training roles?
Slow and deep, not fast and repetitive. A single task can take 45-60 minutes of researching citations or verifying complex calculations. Quality is what's being measured here, not throughput.
What does Finance work look like for a Wealth & Asset Management Expert?
Tasks here are scoped to Finance, not generic labeling. As a Wealth & Asset Management Expert, expect to draw on real domain judgment (evaluating outputs, correcting errors, or providing expert reasoning specific to Finance) rather than following a one-size-fits-all rubric. If you don't have hands-on Finance background, this is likely not the right listing to start with.
What happens when I click Apply on this listing?
You'll be taken to Mercor's external site to complete your application there. This listing links through a referral, but the process is identical to applying directly; the link just routes you correctly. Create an account on their site and follow their onboarding steps.
How soon will I start working after applying to Mercor?
Not immediately. Mercor is a talent marketplace, not a task queue, so applying puts you in a pool of candidates. You start working only once a specific client, like a major AI lab, selects your profile, and that matching process can take weeks.