[Remote] Personal Finance Project Lead $75-$150/hour

Note: The job is a remote job and is open to candidates in USA. Qofi partners with leading AI researchers to train frontier models on expert-level insurance and financial work. They are seeking a Personal Finance Project Lead to own the subject matter quality of a research project, focusing on drafting and reviewing technical planning questions and answers across various financial planning domains.ResponsibilitiesYou will own the subject matter quality of the project: drafting and reviewing technical planning questions, gold-standard answers, citations, and grading rubrics across domains including Retirement Planning, Investment Management, Tax Planning, Insurance & Risk Planning, and Estate & Legacy PlanningYou will translate complex, multi-step client scenarios into clear, structured questions with technically accurate answers and authoritative citations (Internal Revenue Code, Treasury Regulations, CFP Board standards, and product documentation)You will review and quality-check work submitted by other planning contractors and calibrate the team on quality standardsComfort with ambiguous or multi-goal planning scenarios and strong attention to detail are importantWe will provide training resources and guidelines to help you learn data labeling and question authoring techniquesYou must be able to commit at least 15 hours per week for this rolePositions are available now. New hires are able to start immediatelySkillsBackground at a registered investment advisor (RIA), wealth management firm, private bank, or financial planning practice strongly preferredExpertise in one or more domains including Retirement Planning, Investment Management, Tax Planning, Insurance & Risk Planning, and Estate & Legacy Planning3-10+ years of relevant financial planning or wealth management experienceStrong background in technical planning analysis and client recommendation draftingFamiliarity with the Internal Revenue Code, contribution and distribution rules, and fiduciary standardsAbility to translate complex planning issues into clear, structured questionsHigh attention to detail and technical accuracyStrong written communication skillsExperience reviewing or supervising junior advisors or planners (project lead responsibility)BenefitsYou will be paid competitivelyWork on your own scheduleDirectly influence how millions use AI for insurance and coverage analysisWe will provide training resources and guidelines to help you learn data labeling and question authoring techniquesWe offer opportunities for career development for top performersTechnical test (candidates will receive compensation for passing the test)Company OverviewQofi’s mission is to bridge the gap between human expertise and AI-driven efficiency, empowering teams to achieve more with their data. It was founded in 2025, and is headquartered in New York, NY, US, with a workforce of 2-10 employees. Its website is https://www.qofi.ai/.