Role OverviewMercor connects elite creative and technical talent with leading AI research labs. As a Wealth Management Expert, you will work on high-net-worth portfolio construction, multi-stakeholder trust and estate planning, and complex fiduciary or regulatory review cycles. You will also develop asset management tasks for F500 portfolio strategy, alternative investments, institutional client servicing, risk and performance analytics, and manager due diligence.
What You Will Do
You will construct enterprise wealth management scenarios, build asset management tasks, develop investment operations scenarios, apply enterprise investment methodologies, and produce reference investment policy statements, portfolio strategies, and client-facing executive narratives.
Why It Might Be a Fit
To be successful in this role, you must have direct ownership of F500-scale client portfolios, institutional mandates, or investment strategy decisions, and fluency in enterprise investment tooling and methodologies. You should also have a strong understanding of F500 regulatory compliance (SEC, FINRA), fiduciary standards, and client reporting.
Requirements
- 5+ years working as a portfolio manager, wealth advisor, or investment professional at a Fortune 500 asset manager, private bank, or wirehouse
- Direct ownership of F500-scale client portfolios, institutional mandates, or investment strategy decisions
- Fluency in enterprise investment tooling and methodologies
- Understanding of F500 regulatory compliance (SEC, FINRA), fiduciary standards, and client reporting
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