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Wealth Management Specialist

  • Temporary
  • Anywhere

Mercor

Wealth Management Specialist to review and evaluate AI-generated outputs, create realistic scenarios, and annotate data for wealth management use cases.

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, or asset allocation
  • Strong analytical thinking and ability to translate advisory workflows into structured evaluation tasks
  • Clear written communication and attention to detail

Benefits

  • Opportunity to work with leading AI research labs
  • Chance to contribute to innovative projects

Originally posted on Himalayas

To apply for this job please visit himalayas.app.

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