Private Wealth Management Specialist

Mercor
Contract
Software Development
Canada
Hiring from: Canada
Company Introduction

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.

Role Overview

  • Position: Private Wealth Management Expert – Contract, Remote
  • Commitment: At least 10 hours per week, starting in October
  • Mission: Collaborate with a leading foundational model AI lab to enhance AI's capabilities in private wealth management.

Responsibilities

  • Evaluate the application of AI in client personalization, performance management, alternative investments, and tax-loss harvesting.
  • Design strategies to improve AI-generated content for private wealth management.
  • Collaborate with AI research teams to refine model outputs and ensure alignment with industry standards.
  • Develop evaluation metrics to assess the effectiveness of AI in wealth management tasks.
  • Work independently and asynchronously to meet project goals and contribute to the advancement of AI in financial services.

Requirements / Qualifications

Must-Have Qualifications

  • At least 2 years of experience in private wealth management at top firms
  • Expertise in client personalization, performance management, alternative investments, or tax-loss harvesting

Preferred Qualifications

  • Experience with AI applications in financial services
  • Strong analytical and problem-solving skills

Engagement Details

  • Compensation: $100/hour, with potential increases for top performers
  • Schedule: Fully asynchronous, at least 10 hours per week
  • Duration: Minimum four-week engagement, with potential for extension
  • Contract Type: At-will contractor
  • Payment: Weekly via Stripe Connect

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/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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