This job post has expired on March 13, 2026. It is likely that the position has already been filled.
Wealth Transfer Specialist at Mercor
posted 7 months agoWealth Transfer Specialist | $80–120/hr | Remote Worldwide
Mercor is hiring experienced Wealth Transfer Specialists on behalf of a cutting-edge AI research lab building advanced financial intelligence systems. This role focuses on training, evaluating, and refining AI systems by contributing real-world expertise in wealth transfer and estate planning. The ideal candidate combines hands-on experience advising high-net-worth and ultra-high-net-worth clients with the ability to translate complex planning strategies into structured, high-quality feedback for AI development.
Key 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
Requirements
- 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 Qualifications
- 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
Engagement Details
- Project-based or part-time (10–20 hours per week depending on availability)
- Competitive hourly compensation based on experience
- Opportunity to contribute to frontier AI systems in financial advisory and estate planning
Why Join
- Help shape how AI understands complex wealth transfer and estate planning strategies
- Apply real-world advisory expertise to build next-generation financial intelligence tools
- Collaborate with leading AI researchers and financial domain experts
- Contribute to foundational systems that will support advisors and families globally
How to apply for this role
- Upload your resume — keep it up-to-date and in English. Mercor will auto-fill your profile from it.
- Complete the AI interview — a 15-minute conversation about your experience. Be ready to discuss specific projects and challenges you've solved.
- Submit your application — only about 20% of applicants finish all the steps, so completing yours puts you well ahead.