Wealth Management Expert - Senior Level

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 & Asset Management Expert
Type: Contract
Compensation: $70–$80/hour
Location: Remote

Role Responsibilities

• Construct enterprise wealth management scenarios. Focus on high-net-worth portfolio construction, multi-stakeholder trust and estate planning, and complex fiduciary or regulatory review cycles.
• Build asset management tasks for F500 portfolio strategy, alternative investments, institutional client servicing, risk and performance analytics, and manager due diligence.
• Develop investment operations scenarios using tools like Bloomberg Terminal, Aladdin, Morningstar Direct, and enterprise portfolio/order management systems (OMS) in F500 stacks.
• Apply enterprise investment methodologies such as modern portfolio theory, factor investing, fiduciary duty standards, and ESG integration. Produce reference investment policy statements, portfolio strategies, and client-facing executive narratives.
• Author rubrics to distinguish authentic enterprise wealth and asset management judgment from generic textbook or CFA-exam-level recall.

Qualifications

Must-Have

• 5+ years working as a portfolio manager, wealth advisor, or investment professional at a Fortune 500 asset manager, private bank, or wirehouse (BlackRock, Vanguard, Morgan Stanley, Goldman Sachs, JPMorgan).
• Direct ownership of F500-scale client portfolios, institutional mandates, or investment strategy decisions.
• Fluency in enterprise investment tooling and methodologies. Understanding of F500 regulatory compliance (SEC, FINRA), fiduciary standards, and client reporting.

Preferred

• Prior rubric, investment-training curriculum, or portfolio documentation authorship.

Application Process (Takes 20–30 mins to complete)

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

Resources & Support

• For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome
• For any help or support, reach out to: [email protected]

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