Wealth Management Professional – AI Residency, Part-time
Job Description:
• Develop and iterate realistic prompts that you would ask a junior role to test the relevance and quality of AI-generated insights.
• Systematically evaluate divergence between professional advisory judgment and AI outputs across asset allocation, alternatives, financial planning, and private client contexts.
• Translate how practitioners build tailored portfolios, select managers, navigate tax and estate considerations, and communicate investment rationale to sophisticated clients into problems that push the limits of AI reasoning.
• Build and validate real-world portfolio analyses, financial planning frameworks, and client advisory materials used to evaluate frontier AI systems.
Requirements:
• 5+ years of experience as a Financial Advisor, Portfolio Manager, or CIO at an RIA, private bank, or family office (e.g. Mercer Advisors, Creative Planning, NewEdge Capital Group, Moneta, Cresset, JPMorgan Private Bank, Goldman Sachs PWM, Citi Private Bank)
• Experience managing complex client relationships with meaningful AUM ($5M+ households preferred)
• Deep familiarity with asset allocation, manager selection, alternatives, tax-aware investing, and estate/trust planning considerations
• Ability to articulate investment rationale and financial planning strategy clearly and concisely in writing
• CFP, CFA, CIMA, or equivalent designation a plus
• Genuine intellectual curiosity about the application of AI in wealth management and private client advisory.
Benefits:
• Hands-on exposure to how AI is reshaping advisory workflows, from asset allocation and manager selection through tax-aware investing, estate planning, and client reporting.
• You will be among the first wealth management professionals to work directly on how frontier AI models reason about portfolio construction, financial planning, and private client advisory.
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• Develop and iterate realistic prompts that you would ask a junior role to test the relevance and quality of AI-generated insights.
• Systematically evaluate divergence between professional advisory judgment and AI outputs across asset allocation, alternatives, financial planning, and private client contexts.
• Translate how practitioners build tailored portfolios, select managers, navigate tax and estate considerations, and communicate investment rationale to sophisticated clients into problems that push the limits of AI reasoning.
• Build and validate real-world portfolio analyses, financial planning frameworks, and client advisory materials used to evaluate frontier AI systems.
Requirements:
• 5+ years of experience as a Financial Advisor, Portfolio Manager, or CIO at an RIA, private bank, or family office (e.g. Mercer Advisors, Creative Planning, NewEdge Capital Group, Moneta, Cresset, JPMorgan Private Bank, Goldman Sachs PWM, Citi Private Bank)
• Experience managing complex client relationships with meaningful AUM ($5M+ households preferred)
• Deep familiarity with asset allocation, manager selection, alternatives, tax-aware investing, and estate/trust planning considerations
• Ability to articulate investment rationale and financial planning strategy clearly and concisely in writing
• CFP, CFA, CIMA, or equivalent designation a plus
• Genuine intellectual curiosity about the application of AI in wealth management and private client advisory.
Benefits:
• Hands-on exposure to how AI is reshaping advisory workflows, from asset allocation and manager selection through tax-aware investing, estate planning, and client reporting.
• You will be among the first wealth management professionals to work directly on how frontier AI models reason about portfolio construction, financial planning, and private client advisory.
Apply tot his job
Apply To this Job