Remote Financial Planning Manager & Presentation Specialist

Ethos; New York (NY); Remote; USD 114,000 - 162,000; Full time

Job summary

Ethos is partnering with a leading foundational AI lab to recruit experienced Financial Planning Managers to help train their latest language model on professional presentation and slide deck tasks.

The role focuses on creating, evaluating, and refining AI-generated presentations across storyline development, executive summaries, slide structuring, exhibits, and client-ready decks. It offers $100/hour with flexible, 5-20 hours per week, fully remote and ASAP start.

Qualifications

• 2+ years as a Financial Planning Manager at a top-tier bank
• Deep expertise in structured communication, storylining, and slide craftsmanship
• Expert-level PowerPoint and slide craftsmanship, with excellent written communication and attention to detail

Responsibilities

• Create, evaluate, and refine AI-generated presentations and slide decks
• Develop storyline and executive summaries for decks
• Structure slides with logical flow and data-driven exhibits
• Produce client-ready decks with attention to detail

Skills

Financial Planning

Slide design

PowerPoint

Storylining

Tools

PowerPoint

Job description

Ethos is partnering with a leading foundational AI lab to recruit experienced Financial Planning Managers to help train their latest language model on professional presentation and slide deck tasks.

The role focuses on creating, evaluating, and refining AI-generated presentations across storyline development, executive summaries, slide structuring, exhibits, and client-ready decks. It offers $100/hour with flexible, 5-20 hours per week, fully remote and ASAP start.