Asset Management Specialist - Fully Remote | Upto $1450 Part-time
United States
Part-time
Remote
1 month ago
About the role
About The Job
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
Type: Contract
Compensation: $1,150–$1,450/task
Location: Remote
Role Responsibilities
Qualifications
Must-Have
Preferred
Compensation & Legal
Application Process (Takes 20–30 mins to complete)
Resources & Support
PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.
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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
Type: Contract
Compensation: $1,150–$1,450/task
Location: Remote
Role 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, 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.
Qualifications
Must-Have
- 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.
Preferred
- CFA, CFP, CAIA, or Series 65/66 certifications.
Compensation & Legal
- 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.
Application Process (Takes 20–30 mins to complete)
- Upload resume
- AI interview based on your resume
- Submit form
Resources & Support
- 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.
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Skills
Software DevelopmentFinance