Wealth Management Subject Matter Expert

Job Summary

To support the development of AI-enabled wealth management tools, a part-time contractor will serve as a Wealth Management Subject Matter Expert, reviewing AI-generated outputs, defining evaluation criteria, and ensuring the accuracy and practicality of investment insights for Relationship Managers in a remote and flexible work environment.

Key responsibilities

• Review AI-generated investment insights and outputs for accuracy and relevance
• Define evaluation rubrics and create gold standard examples for client-ready analysis
• Translate wealth advisory workflows into product requirements and provide guidance on investment product positioning

Required qualifications

• 5-10+ years of experience in wealth management, investment advisory, or related fields
• Strong cross-asset investment knowledge and practical experience in private banking
• Ability to evaluate AI outputs for accuracy and client readiness
• Experience working collaboratively with product, AI, engineering, and data science teams
• Availability for part-time asynchronous work with periodic live collaboration