Wealth Management Specialist at Mercor

Job Description:

Latest job information from Mercor for the position of Wealth Management Specialist. If the Wealth Management Specialist vacancy in London matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.

Please note that applying for a job may not always be easy, as new candidates must meet certain qualifications and requirements set by the company. We hope the career opportunity at Mercor for the position of Wealth Management Specialist below matches your qualifications.

About the job

Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey.

Position: Wealth Management and Asset Management Specialist
Type:Contract
Compensation:$70–$90/hour
Location:Remote

Role Responsibilities

• Review and evaluate AI-generated outputs related to portfolio recommendations, financial planning scenarios, and investment research.
• Create realistic scenarios based on wealth/asset management workflows, including client discovery meetings and estate planning strategies.
• Annotate, label, and validate data across wealth management use cases like risk profiling and retirement projections.
• Provide structured feedback on AI accuracy in fiduciary standards, tax implications, and suitability requirements.
• Collaborate asynchronously with research teams to refine evaluation frameworks for financial advisory AI.

Qualifications

Must-Have

• 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.

Preferred

• CFA, CFP, CAIA, or Series 65/66 certifications.
• Experience with alternative investments like private equity and hedge funds.

Application Process (Takes 20–30 mins to complete)

• Upload resume
• AI interview based on your resume
• Submit form

Resources & Support

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PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.

Job Info:

• Company: Mercor
• Position: Wealth Management Specialist
• Work Location: London
• Country: GB

How to Submit an Application:

After reading and understanding the criteria and minimum qualification requirements explained in the job information Wealth Management Specialist at the office London above, immediately complete the job application files such as a job application letter, CV, photocopy of diploma, transcript, and other supplements as explained above. Submit via the Next Page link below.