Wealth Management Specialist
Mercor
wealth-management-jobs
wealth-management-associate
wealth-management-account-executive
private-wealth-associate
wealth-management
financial-planning
portfolio-management
analytics
client-advisory
Job details
- Company
- Mercor
- Location
- Australia
- Remote
- Yes
- Salary
- $140,000 - $180,000
- Field
- Finance
- Source
- via Himalayas
Posted
April 27, 2026
Is the job expired?
About this role
Wealth Management Specialist to review and evaluate AI-generated outputs, create realistic scenarios, and annotate data across wealth management use cases. Must have 3+ years of professional experience in financial planning or portfolio management, and strong analytical thinking.
Requirements
- 3+ years of professional experience at an RIA, wirehouses, private bank, asset manager, or family office
- Background in financial planning, client advisory, portfolio management, or asset allocation
- Strong analytical thinking and ability to translate advisory workflows into structured evaluation tasks
- Clear written communication and attention to detail
Benefits
- Flexible contract type
Originally posted on Himalayas
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