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Crossing Hurdles · 8 hours ago

Wealth Management Expert | Remote

United States

Contract

Remote

Senior Level

$100/hr - $100/hr

Crossing Hurdles is seeking a Private Wealth Management Expert to contribute domain expertise in private wealth management to support research initiatives with a leading AI lab. The role involves designing and evaluating finance-related prompts and assessing AI-generated recommendations for practical applicability in client-facing contexts.

Staffing & Recruiting

Responsibilities

Contribute domain expertise in private wealth management to support research initiatives with a leading AI lab

Design, review, and evaluate finance-related prompts, scenarios, and outputs aligned with real-world wealth management workflows

Assess AI-generated recommendations for accuracy, relevance, and practical applicability in client-facing wealth management contexts

Provide structured feedback to improve AI performance across portfolio construction, performance analysis, and personalized financial strategies

Qualification

Private wealth managementClient personalizationPerformance managementAlternative investmentsTax-loss harvestingAnalytical skillsAttention to detailWritten communication