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- Tasks: Evaluate AI outputs for portfolio recommendations and create realistic wealth management scenarios.
- Company: Join a leading AI research lab backed by top investors in a remote role.
- Benefits: Earn up to $90/hour with flexible remote work opportunities.
- Other info: Collaborate with innovative teams and enhance your career in a dynamic environment.
- Why this job: Make an impact in the future of finance while working with cutting-edge AI technology.
- Qualifications: 3+ years in financial planning or asset management with strong analytical skills.
The predicted salary is between 70 - 90 £ per hour.
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 Management and Asset Management Specialist
Type: Contract
Compensation: $70–$90/hour
Location: Remote
Role Responsibilities
- Review and evaluate AI-generated outputs related to portfolio recommendations, financial planning scenarios, and investment research.
- Create realistic scenarios based on wealth/asset management workflows, including client discovery meetings and estate planning strategies.
- Annotate, label, and validate data across wealth management use cases like risk profiling and retirement projections.
- Provide structured feedback on AI accuracy in fiduciary standards, 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, or asset allocation.
- 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.
- Experience with alternative investments like private equity and hedge funds.
Wealth Manager | Upto $90/hr employer: Mercor
Contact Detail:
Mercor Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Manager | Upto $90/hr
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management space and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research common questions in wealth management and practice your responses. We recommend using real-life scenarios from your experience to showcase your skills and analytical thinking.
✨Tip Number 3
Show off your expertise! Create a portfolio that highlights your past work in financial planning and asset management. This will give potential employers a clear view of what you bring to the table.
✨Tip Number 4
Apply through our website! We make it easy for you to find roles that match your skills. Plus, it shows you're serious about joining our team and helps us keep track of your application.
We think you need these skills to ace Wealth Manager | Upto $90/hr
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Wealth Manager role. Highlight your relevant experience in financial planning and asset management, and show us how your skills align with what we're looking for.
Show Off Your Analytical Skills: Since this role requires strong analytical thinking, don’t shy away from showcasing specific examples where you've successfully translated complex advisory workflows into structured tasks. We want to see how you think!
Be Clear and Concise: When writing your application, clarity is key! Use straightforward language and keep your points concise. This will help us quickly understand your qualifications and fit for the role.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the position. Plus, it’s super easy!
How to prepare for a job interview at Mercor
✨Know Your Numbers
Make sure you brush up on your financial knowledge, especially around portfolio management and asset allocation. Be ready to discuss specific scenarios where you've successfully managed client portfolios or provided financial planning advice.
✨Showcase Your Analytical Skills
Prepare examples that highlight your analytical thinking. Think about times when you translated complex advisory workflows into structured tasks. This will demonstrate your ability to evaluate AI-generated outputs effectively.
✨Communicate Clearly
Since clear written communication is key for this role, practice articulating your thoughts concisely. You might be asked to explain complex financial concepts, so being able to simplify your explanations will set you apart.
✨Familiarise Yourself with AI in Finance
Research how AI is currently being used in wealth management and asset management. Being knowledgeable about AI's role in financial advisory will show your enthusiasm for the position and your readiness to collaborate with research teams.