Senior Wealth & Asset Management Architect

Mercor

New York (NY)

On-site

USD 150,000 - 210,000

Full time

14 days+

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Job summary

Mercor seeks senior wealth management and asset management professionals to design evaluation tasks for AI systems operating in Fortune 500 enterprise investment contexts. The role involves crafting enterprise wealth and asset management scenarios, drafting reference outputs, and writing rubrics that capture how senior investment professionals think.

Contributors develop investment operations scenarios with tools like Bloomberg Terminal, Aladdin, Morningstar Direct, and enterprise OMS in Fortune

Qualifications

5+ years as a portfolio manager, wealth advisor, or investment professional at a Fortune 500 asset manager, private bank, or wirehouse.
Direct ownership of large client portfolios or institutional mandates.
Fluency with enterprise investment tooling and regulatory reporting.
Familiarity with SEC/FINRA fiduciary standards.

Responsibilities

Construct enterprise wealth management scenarios for high-net-worth portfolios and fiduciary reviews.
Build asset management tasks covering strategy, risk analytics, and due diligence.
Develop investment operations scenarios using Bloomberg Terminal, Aladdin, Morningstar Direct, and OMS.
Create reference investment policy statements and executive client narratives.
Draft rubrics that reflect authentic enterprise judgment vs. textbook recalls.