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Wealth Management Expert - Portfolio Strategy
Mercor
New York, NY
Category
Accounting
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Job Description
Wealth Management Expert - Portfolio Strategy: Review and evaluate AI-generated outputs, create realistic scenarios, annotate and validate data, and provide feedback on AI accuracy in areas like fiduciary standards and tax implications.
Requirements
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.
Benefits
Competitive task completion pay
Weekly bonus incentive for top performers
Potential transition to hourly compensation for sustained quality
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