Financial Services Sales & Marketing Expert at Mercor

Financial Services Sales & Marketing Expert | $45–65/hr | Worldwide Remote

Mercor is partnering with leading AI labs on Project Atlas — an initiative to build realistic enterprise environments where frontier AI agents are trained and evaluated. We're looking for experienced sales, relationship management, and marketing professionals from Fortune 500 banks, wealth managers, asset managers, and insurers to help recreate the digital workspaces and workflows that genuinely challenge state-of-the-art AI systems.

What You'll Do

• Build a high-fidelity digital workspace mirroring real financial institution environments — including pitch decks, client briefs, segment plans, campaign calendars, compliance-reviewed materials, pipeline reviews, and email threads
• Incorporate representations of key platforms such as Salesforce Financial Services Cloud, HubSpot, Marketo, and Power BI
• Design multi-step tasks grounded in real workflows that require navigating multiple apps, files, and stakeholders — meaningfully challenging frontier AI agents
• Collaborate asynchronously with other financial services experts and research teams to refine task designs, evaluation criteria, and scenario realism
• Contribute directly to frontier AI research and benchmarking that informs how leading labs train the next generation of AI systems

Ideal Background

• 3+ years of full-time experience in sales, relationship management, or marketing at a Fortune 500 bank, wealth/asset manager, or insurer
• Experience in one or more of the following areas:
  • Wealth management or private banking relationship management
  • Corporate/commercial banking coverage or treasury services sales
  • Asset management distribution, RIA channel, or institutional sales
  • Retail banking marketing, segment strategy, or campaign management
  • Compliance-reviewed marketing, FINRA-registered communications, or insurance marketing
• Series 6/7/63/65/66 or insurance licenses a plus; familiarity with FINRA/SEC marketing rules preferred
• Day-to-day proficiency with Salesforce Financial Services Cloud, HubSpot/Marketo, and Tableau/Power BI
• Strong analytical and writing skills — able to translate complex financial workflows into structured task specifications

Compensation

This role begins at an effective hourly rate of $45–$65/hr and is expected to transition to a throughput-based compensation model rewarding quality output.

About Mercor

Mercor is a talent marketplace connecting top domain experts with leading AI labs and research organizations. Backed by Benchmark, General Catalyst, Adam D'Angelo, and Jack Dorsey, Mercor enables thousands of professionals to shape the future of AI systems.