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)