Wealth Management Expert - Senior Level

Role Overview

• Mercor is seeking senior wealth management and asset management professionals to build evaluation tasks for AI systems operating in Fortune 500 enterprise investment and advisory contexts.

• The workflows are calibrated to the portfolio complexity, regulatory stakes, and client sophistication of Fortune 500 asset managers and large private wealth institutions.

• Contributors design enterprise wealth and asset management scenarios, draft reference outputs, and write rubrics that capture how senior F500 investment professionals think.

Key Responsibilities

• Construct enterprise wealth management scenarios spanning high-net-worth portfolio construction, multi-stakeholder trust and estate planning, and complex fiduciary or regulatory review cycles.

• Build asset management tasks across F500 portfolio strategy, alternative investments, institutional client servicing, risk and performance analytics, and manager due diligence.

• Develop investment operations scenarios involving tools such as Bloomberg Terminal, Aladdin, Morningstar Direct, and enterprise portfolio/order management systems (OMS) in F500 stacks.

• Apply enterprise investment methodologies (modern portfolio theory, factor investing, fiduciary duty standards, ESG integration) and produce reference investment policy statements, portfolio strategies, and client-facing executive narratives.

• Author rubrics that distinguish authentic enterprise wealth and asset management judgment from generic textbook or CFA-exam-level recall.

Ideal Qualifications

• 5+ years working as a portfolio manager, wealth advisor, or investment professional at a Fortune 500 asset manager, private bank, or wirehouse (Black Rock, 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, plus understanding of how F500 regulatory compliance (SEC, FINRA), fiduciary standards, and client reporting actually work.

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