Wealth Transfer Specialist

Mercor is hiring experienced **Wealth Transfer Specialists** on behalf of a cutting-edge AI research lab building advanced financial intelligence systems. The lab is developing AI models capable of understanding estate planning, intergenerational wealth transfer strategies, trust structures, and tax-efficient asset transitions. This role focuses on **training, evaluating, and refining AI systems** by contributing real-world expertise in wealth transfer and estate planning. The ideal candidate combines hands-on experience advising HNW/UHNW clients with the ability to translate complex planning strategies into structured, high-quality feedback for AI development. * * * ## **Key Responsibilities** - Review and annotate AI-generated outputs related to estate and wealth transfer strategies. - Evaluate model reasoning on trusts, gifting strategies, and tax-efficient structuring. - Provide expert feedback on estate tax, gift tax, and generation-skipping transfer tax scenarios. - Validate planning approaches for liquidity events, succession, and family governance. - Label and structure case-based planning data for AI training. - Identify gaps, inconsistencies, or compliance risks in AI-generated recommendations. - Collaborate with research teams to improve model accuracy in financial planning workflows. * * * ## **Requirements** - **5+ years of experience** in wealth management, private banking, estate planning, or trust advisory. - Strong expertise in estate, gift, and transfer tax planning. - Direct experience working with HNW or UHNW families. - Familiarity with trust structures (GRATs, SLATs, dynasty trusts, ILITs, etc.). - Strong written communication skills and ability to provide structured analytical feedback. - Comfort reviewing technical financial and legal documentation. * * * ## **Preferred Qualifications** - CFP®, CFA®, CPA, JD, or similar credential. - Experience in multi-family office or RIA environments. - Exposure to cross-border wealth transfer strategies. - Prior experience mentoring, reviewing planning strategies, or training junior advisors. * * * ## **Engagement Details** - Project-based or part-time (10–20 hours per week depending on availability). - Competitive hourly compensation based on experience. - Opportunity to contribute to frontier AI systems in financial advisory and estate planning. * * * ## **Why Join** - Help shape how AI understands complex wealth transfer and estate planning strategies. - Apply real-world advisory expertise to build next-generation financial intelligence tools. - Collaborate with leading AI researchers and financial domain experts. - Contribute to foundational systems that will support advisors and families globally.