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
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.
Robust 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 *****
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 ***** 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:
For any help or support, reach out to: ******
PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.

📌 Wealth Management Expert - Portfolio Strategy (Sydney)
🏢 Mercor
📍 Sydney