Analysis Skills, Artificial Intelligence (AI), Benchmarking, Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Communication Skills, Estate Planning, Financial Modeling, Financial Planning, Legal Documents, Liquidity, Mentoring, Private Banking, Research Laboratory, Rich Internet Application (RIA), Strategic Planning, Tax Planning, Training/Teaching, Wealth Management, Writing Skills
About the job
Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey.
Position: Wealth Transfer Specialist
Type:Contract
Compensation:$80–$120/hour
Location:Remote
Role Responsibilities
- Review and annotate AI-generated outputs related to estate and wealth transfer strategies.
- Evaluate model reasoning on trusts, gifting strategies, and tax-efficient structuring.
- Provide expert feedback on estate tax, gift tax, and generation-skipping transfer tax scenarios.
- Validate planning approaches for liquidity events, succession, and family governance.
- Label and structure case-based planning data for AI training.
- Identify gaps, inconsistencies, or compliance risks in AI-generated recommendations.
- Collaborate with research teams to improve model accuracy in financial planning workflows.
Qualifications
Must-Have
- 5+ years of experience in wealth management, private banking, estate planning, or trust advisory.
- Strong expertise in estate, gift, and transfer tax planning.
- Direct experience working with HNW or UHNW families.
- Familiarity with trust structures (GRATs, SLATs, dynasty trusts, ILITs, etc.).
- Strong written communication skills and ability to provide structured analytical feedback.
- Comfort reviewing technical financial and legal documentation.
Preferred
- CFP, CFA, CPA, JD, or similar credential.
- Experience in multi-family office or RIA environments.
- Exposure to cross-border wealth transfer strategies.
- Prior experience mentoring, reviewing planning strategies, or training junior advisors.
Application Process (Takes 20–30 mins to complete)
- Upload resume
- AI interview based on your resume
- Submit form
Resources & Support
- For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome
- For any help or support, reach out to: support@mercor.com
PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.
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