Private Wealth Management Specialist

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, RemoteCommitment: At least 10 hours per week, starting in OctoberMission: 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 firmsExpertise in client personalization, performance management, alternative investments, or tax-loss harvesting Preferred Qualifications Experience with AI applications in financial servicesStrong analytical and problem-solving skills Engagement Details Compensation: $100/hour, with potential increases for top performersSchedule: Fully asynchronous, at least 10 hours per weekDuration: Minimum four-week engagement, with potential for extensionContract Type: At-will contractorPayment: Weekly via Stripe Connect Application Process (Takes 20-30 mins to complete) Upload resumeAI interview based on your resumeSubmit form Resources & Support For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome/welcomeFor 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. ,