Remote Wealth & Asset Management Auditor

AuraOne; United States; On-site; USD 146,000 - 166,000; Full time

Benefits offered by this job

Independent contractor

Remote work

Job summary

AuraOne is seeking a remote Wealth Management & Asset Management Expert to evaluate AI outputs within wealth advisory workflows. You will grade calculations, assess narrative reasoning, and flag compliance issues to guide model training and improvements.

Ideal candidates hold CPA/CFA/ACA or equivalent, with hands-on wealth management experience and the ability to apply multi-page rubrics consistently. This contractor role supports US-based engagements and requires ongoing weekly availability.

Qualifications

• Direct working experience with wealth advisory on real engagements, transactions, or audits for Wealth Management & Asset Management Expert work.
• A CPA, CFA, or ACA. A comparable credential or equivalent applied experience also works.
• Clear written reasoning that cites standards, regulations, or firm policy.
• Reliable async availability for at least 10 hours per week.

Responsibilities

• Review AI outputs against current wealth advisory standards, regulations, and firm policy for Wealth Management & Asset Management Expert assignments.
• Re-perform calculations and flag rounding, classification, or treatment errors.
• Tag compliance, reconciliation, and disclosure issues with structured severity scores.
• Capture the corrected workpaper or narrative so the modeling team can train on it.
• Adjudicate disputed treatments against published standards or firm guidance.
• Maintain reviewer-quality scores in inter-rater calibration cycles.

Skills

Financial analysis

Audit-grade review

Regulatory standards

Risk assessment

Wealth advisory

Education

CPA

CFA

ACA

Job description

AuraOne is seeking a remote Wealth Management & Asset Management Expert to evaluate AI outputs within wealth advisory workflows. You will grade calculations, assess narrative reasoning, and flag compliance issues to guide model training and improvements.

Ideal candidates hold CPA/CFA/ACA or equivalent, with hands-on wealth management experience and the ability to apply multi-page rubrics consistently. This contractor role supports US-based engagements and requires ongoing weekly availability.