Wealth & Asset Management Expert @ Mercor

Pay for this job is USD $70-$90 per hour, which is approx AUD $95-$125 It will be subject to exchange rates.

Role Overview

Mercor is partnering with leading AI labs to engage experienced wealth management and asset management professionals to improve AI systems' reasoning around portfolio construction, financial planning, and investment strategy. Contributors will apply their expertise in areas such as client advisory, asset allocation, alternative investments, estate planning, and fiduciary compliance to evaluate and enhance AI performance on wealth and asset management tasks. This is a project-based opportunity with potential for ongoing engagement depending on performance and project needs.

Key Responsibilities

• Review and evaluate AI-generated outputs related to portfolio recommendations, financial planning scenarios, investment research, and client communication
• Create realistic scenarios based on wealth/asset management workflows — client discovery meetings, investment policy statements, rebalancing decisions, tax-loss harvesting, and estate planning strategies
• Annotate, label, and validate data across wealth management use cases (e.g., risk profiling, retirement projections, alternative investment due diligence)
• Provide structured feedback on AI accuracy in areas such as fiduciary standards (Reg BI, Investment Advisers Act), tax implications, and suitability requirements
• Collaborate asynchronously with research teams to refine evaluation frameworks for financial advisory AI

Ideal Qualifications

• 3+ years of professional experience at an RIA, wirehouses, private bank, asset manager, or family office
• Background in one or more areas such as:
• Financial planning and client advisory
• Portfolio management and asset allocation
• Alternative investments (private equity, hedge funds, real assets)
• Trust and estate planning
• Institutional asset management or fund operations
• CFA, CFP, CAIA, or Series 65/66 a plus
• Strong analytical thinking and ability to translate advisory workflows into structured evaluation tasks
• Clear written communication and attention to detail

Compensation Note This project is expected to begin on an effective hourly rate, but will transition to a model where experts are compensated based on throughput of quality work rather than a flat accruing hourly rate.

Contract and Payment Terms

• You will be engaged as an independent contractor.
• This is a fully remote role that can be completed on your own schedule.
• Projects can be extended, shortened, or concluded early depending on needs and performance.
• Your work at Mercor will not involve access to confidential or proprietary information from any employer, client, or institution.
• Payments are weekly on Stripe or Wise based on services rendered.
• Please note: We are unable to support H1-B or STEM OPT candidates at this time.

🟢 Please consider applying even if you don't meet 100% of what’s outlined 🟢

Key Responsibilities

• 📊 Reviewing and evaluating AI-generated outputs
• 📝 Creating realistic scenarios
• ✅ Annotating and validating data

Key Strengths

• 💼 Wealth management expertise
• 🧠 Analytical thinking
• ✍️ Clear communication
• 💰 Financial planning and client advisory
• 📈 Portfolio management
• 🏦 Alternative investments

Why Mercor is partnering with Hatch on this role. Hatch exists to level the playing field for people as they discover a career that’s right for them. So when you apply you have the chance to show more than just your resume.

A Final Note: This is a role with Mercor not with Hatch.