Wealth Management – Expert AI Trainer

Role Overview

• Help improve AI reasoning in wealth management and private client advisory
• Contribute expertise to a training data project
• Capture how top practitioners build tailored portfolios, communicate with high-net-worth clients, and deliver integrated financial planning advice

Requirements

• 5+ years of experience as a Financial Advisor, Portfolio Manager, or CIO at an RIA, private bank, or family office (e.g., Mercer Advisors, Creative Planning, NewEdge Capital Group, Moneta, Cresset, JPMorgan Private Bank, Goldman Sachs PWM, Citi Private Bank)
• Experience managing complex client relationships with meaningful AUM ($5M+ households preferred)
• Deep familiarity with asset allocation, manager selection, alternatives, tax-aware investing, and estate/trust planning considerations
• Ability to articulate investment rationale and financial planning strategy clearly and concisely in writing
• CFP, CFA, CIMA, or equivalent designation a plus

Benefits

• Remote asynchronous contract
• Join a research project with an elite AI lab.