Construct expert benchmarks: Build and validate real-world portfolio analyses, financial planning frameworks, and client advisory materials used to evaluate frontier AI systems.
Stress-test model reasoning: Diagnose weaknesses in AI-generated wealth management analyses, identifying where logic, assumptions, or advisory intuition fail.
Design frameworks: Translate how practitioners build tailored portfolios, select managers, navigate tax and estate considerations, and communicate investment rationale to sophisticated clients into problems that push the limits of AI reasoning.
Compare human vs. machine judgment: Systematically evaluate divergence between professional advisory judgment and AI outputs across asset allocation, alternatives, financial planning, and private client contexts.

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
Genuine intellectual curiosity about the application of AI in wealth management and private client advisory

Wealth Management Professional – AI Residency, Part-time

Key skills