Wealth Transfer Specialist

Mercor is hiring experienced Wealth Transfer Specialists on behalf of a cutting-edge AI research lab building advanced financial intelligence systems. The lab is developing AI models capable of understanding estate planning, intergenerational wealth transfer strategies, trust structures, and tax-efficient asset transitions. This role focuses on training, evaluating, and refining AI systems by contributing real-world expertise in wealth transfer and estate planning. The ideal candidate combines hands-on experience advising HNW/UHNW clients with the ability to translate complex planning strategies into structured, high-quality feedback for AI development.

Review and annotate AI-generated outputs related to estate and wealth transfer strategies.

Location Requirements

Wealth Transfer Specialists

training, evaluating, and refining AI systems

Key Responsibilities

Requirements

5+ years of experience

Preferred Qualifications

Engagement Details

Why Join

Mercor is hiring experienced Wealth Transfer Specialists on behalf of a cutting-edge AI research lab building advanced financial intelligence systems. The lab is developing AI models capable of understanding estate planning, intergenerational wealth transfer strategies, trust structures, and tax-efficient asset transitions. This role focuses on training, evaluating, and refining AI systems by contributing real-world expertise in wealth transfer and estate planning. The ideal candidate combines hands-on experience advising HNW/UHNW clients with the ability to translate complex planning strategies into structured, high-quality feedback for AI development. Review and annotate AI-generated outputs related to estate and wealth transfer strategies. Evaluate model reasoning on trusts, gifting strategies, and tax-efficient structuring. Provide expert feedback on estate tax, gift tax, and generation-skipping transfer tax scenarios. Validate planning approaches for liquidity events, succession, and family governance. Label and structure case-based planning data for AI training. Identify gaps, inconsistencies, or compliance risks in AI-generated recommendations. Collaborate with research teams to improve model accuracy in financial planning workflows. 5+ years of experience in wealth management, private banking, estate planning, or trust advisory. Strong expertise in estate, gift, and transfer tax planning. Direct experience working with HNW or UHNW families. Familiarity with trust structures (GRATs, SLATs, dynasty trusts, ILITs, etc.). Strong written communication skills and ability to provide structured analytical feedback. Comfort reviewing technical financial and legal documentation. CFP®, CFA®, CPA, JD, or similar credential. Experience in multi-family office or RIA environments. Exposure to cross-border wealth transfer strategies. Prior experience mentoring, reviewing planning strategies, or training junior advisors. Project-based or part-time (10–20 hours per week depending on availability). Competitive hourly compensation based on experience. Opportunity to contribute to frontier AI systems in financial advisory and estate planning. Help shape how AI understands complex wealth transfer and estate planning strategies. Apply real-world advisory expertise to build next-generation financial intelligence tools. Collaborate with leading AI researchers and financial domain experts. Contribute to foundational systems that will support advisors and families globally. We consider all qualified applicants without regard to legally protected characteristics and provide reasonable accommodations upon request.

• Review and annotate AI-generated outputs related to estate and wealth transfer strategies.
• Evaluate model reasoning on trusts, gifting strategies, and tax-efficient structuring.
• Provide expert feedback on estate tax, gift tax, and generation-skipping transfer tax scenarios.
• Validate planning approaches for liquidity events, succession, and family governance.
• Label and structure case-based planning data for AI training.
• Identify gaps, inconsistencies, or compliance risks in AI-generated recommendations.
• Collaborate with research teams to improve model accuracy in financial planning workflows.
• 5+ years of experience in wealth management, private banking, estate planning, or trust advisory.
• Strong expertise in estate, gift, and transfer tax planning.
• Direct experience working with HNW or UHNW families.
• Familiarity with trust structures (GRATs, SLATs, dynasty trusts, ILITs, etc.).
• Strong written communication skills and ability to provide structured analytical feedback.
• Comfort reviewing technical financial and legal documentation.
• CFP®, CFA®, CPA, JD, or similar credential.
• Experience in multi-family office or RIA environments.
• Exposure to cross-border wealth transfer strategies.
• Prior experience mentoring, reviewing planning strategies, or training junior advisors.
• Project-based or part-time (10–20 hours per week depending on availability).
• Competitive hourly compensation based on experience.
• Opportunity to contribute to frontier AI systems in financial advisory and estate planning.
• Help shape how AI understands complex wealth transfer and estate planning strategies.
• Apply real-world advisory expertise to build next-generation financial intelligence tools.
• Collaborate with leading AI researchers and financial domain experts.
• Contribute to foundational systems that will support advisors and families globally.