Wealth Management Expert | Remote

Position: Private Wealth Management Expert

Type: Hourly contract

Compensation: $100/hr

Location: Remote

Commitment: Minimum 10 hours/week

Role Responsibilities

• Contribute domain expertise in private wealth management to support research initiatives with a leading AI lab
• Design, review, and evaluate finance-related prompts, scenarios, and outputs aligned with real-world wealth management workflows
• Assess AI-generated recommendations for accuracy, relevance, and practical applicability in client-facing wealth management contexts
• Provide structured feedback to improve AI performance across portfolio construction, performance analysis, and personalized financial strategies

Requirements

• Strong experience working in private wealth management at top-tier firms
• Strong experience in one or more of the area: Client personalization, Performance management, Alternative investments, Tax-loss harvesting
• Strong analytical skills and attention to detail
• Strong written communication skills for structured feedback and evaluation

Application Process

• Upload resume
• Interview (15 min)
• Submit form