Wealth Management Expert - Senior Level

Obsidian; San Francisco (CA); On-site; USD 150,000 - 260,000; Full time

Job summary

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

Qualifications

• 5+ years working as a portfolio manager, wealth advisor, or investment professional at a Fortune 500 asset manager, private bank, or wirehouse (BlackRock, 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.

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.

Skills

Portfolio management experience

Wealth advisory

Investment professional mindset

Tools

Bloomberg Terminal

Aladdin

Morningstar Direct

OMS (portfolio/order management systems)

Job description

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 (BlackRock, 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.