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Wealth Management Expert - Senior Level
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-09-20
Listing for:
Mercor
Full Time
position Listed on 2026-09-20
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Wealth Management
Job Description & How to Apply Below
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.
- 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.
- 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.
Position Requirements
10+ Years
work experience
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