Wealth Transfer Specialist at Mercor

Wealth 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