Wealth Management & Asset Management Expert | $70-$80/hr Remote
Overview
This remote role puts senior wealth and asset management expertise to work training AI systems used by Fortune 500 investment firms. You'll craft realistic enterprise-grade scenarios, draft reference outputs, and build scoring rubrics that capture how top professionals actually think. Expect to apply deep knowledge of portfolio construction, fiduciary standards, and institutional tooling like Bloomberg Terminal and Aladdin. It's a contract gig paying $70–$80 per hour — ideal for experienced investors who enjoy translating their know-how into structured evaluation tasks.
What You'll Do5
- 1Design realistic wealth management case studies covering high-net-worth portfolio building, multi-party trust and estate situations, and fiduciary or regulatory review workflows.
- 2Create asset management exercises around institutional portfolio strategy, alternative investments, client servicing, risk and performance measurement, and manager due diligence.
- 3Develop investment operations scenarios using enterprise platforms such as Bloomberg Terminal, Aladdin, Morningstar Direct, and portfolio or order management systems.
- 4Produce model investment policy statements, strategic portfolio frameworks, and client-ready executive narratives that reflect real Fortune 500 practices.
- 5Write evaluation rubrics that distinguish authentic senior-level judgment from generic textbook or CFA-style answers.
Requirements4
- 1At least 5 years of hands-on experience as a portfolio manager, wealth advisor, or investment professional at a major asset manager, private bank, or wirehouse like BlackRock, Vanguard, Morgan Stanley, Goldman Sachs, or JPMorgan.
- 2Clear ownership of institutional or high-net-worth portfolios, including direct responsibility for investment decisions or strategy.
- 3Working fluency with enterprise investment tools and methodologies, plus a practical grasp of SEC/FINRA regulatory compliance, fiduciary obligations, and investor reporting.
- 4Experience writing rubrics, investment training materials, or portfolio documentation is a plus.
Who Should Apply
You're a seasoned investment professional who has operated at Fortune 500 scale and can articulate complex decisions in precise, measurable ways. You enjoy breaking down your expertise into training examples and scoring criteria that help AI reason like a top-tier practitioner. Comfortable working independently on a contract basis and delivering high-quality written output.
Salary Insight
The role pays $70.00–$80.00 per hour.
Location
Required Skills
Application Tip
Before applying, prepare a concise sample of how you'd structure a rubric for an enterprise asset allocation question — this directly shows you understand the core task.
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