Wealth Advisor AI Consultant
Job Summary
To support the development of AI-driven investment tools, the part-time contract Wealth Advisor AI Consultant will provide expertise in investment analysis frameworks, review AI-generated analyses, and collaborate with product teams to enhance AI decision-making processes, working remotely in a flexible arrangement.
Key responsibilities
- Provide input on investment analysis frameworks, diligence processes, and decision criteria
- Review and test AI-generated analyses for accuracy, completeness, and practical usefulness
- Collaborate with engineering and product teams to translate human judgment into system behavior
Required qualifications
- 4+ years of experience as a wealth advisor, investment advisor, portfolio manager, or allocator
- Deep familiarity with private markets, including pre-IPO, growth equity, and venture capital
- Strong analytical judgment with the ability to explain decision-making processes
- Comfort working with early-stage products and providing candid feedback
- Bonus: CFA, CFP, CAIA, or similar credentials
Complete Job Description
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