Wealth Management Expert - Senior Level

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 & Asset Management Expert Type: Contract Compensation: $70–$80/hour Location: Remote

Role Responsibilities

• Construct enterprise wealth management scenarios. Focus on high-net-worth portfolio construction, multi-stakeholder trust and estate planning, and complex fiduciary or regulatory review cycles.
• Build asset management tasks for F500 portfolio strategy, alternative investments, institutional client servicing, risk and performance analytics, and manager due diligence.
• Develop investment operations scenarios using tools like Bloomberg Terminal, Aladdin, Morningstar Direct, and enterprise portfolio\/order management systems (OMS) in F500 stacks.
• Apply enterprise investment methodologies such as modern portfolio theory, factor investing, fiduciary duty standards, and ESG integration. Produce reference investment policy statements, portfolio strategies, and client-facing executive narratives.
• Author rubrics to distinguish authentic enterprise wealth and asset management judgment from generic textbook or CFA-exam-level recall.

Qualifications

• Must-Have
• 5+ years working as a portfolio manager, wealth advisor, or investment professional at a Fortune 500 asset manager, private bank, or wirehouse ( BlackRock , Vanguard , Morgan Stanley , Goldman Sachs , JPMorgan ).
• 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.

Preferred

• Prior rubric, investment-training curriculum, or portfolio documentation authorship.