Asset Management Specialist - Fully Remote

**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. **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: support@mercor.com *PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.*