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Wealth Management Professional – AI Residency, Part-time
Location
United States
Posted
5 days ago
Salary
Not specified
Seniority
Senior
Job Description
Job Requirements
- 5+ years of experience as a Financial Advisor, Portfolio Manager, or CIO at an RIA, private bank, or family office (e.g. Mercer Advisors, Creative Planning, NewEdge Capital Group, Moneta, Cresset, JPMorgan Private Bank, Goldman Sachs PWM, Citi Private Bank)
- Experience managing complex client relationships with meaningful AUM ($5M+ households preferred)
- Deep familiarity with asset allocation, manager selection, alternatives, tax-aware investing, and estate/trust planning considerations
- Ability to articulate investment rationale and financial planning strategy clearly and concisely in writing
- CFP, CFA, CIMA, or equivalent designation a plus
- Genuine intellectual curiosity about the application of AI in wealth management and private client advisory.
Benefits
- Hands-on exposure to how AI is reshaping advisory workflows, from asset allocation and manager selection through tax-aware investing, estate planning, and client reporting.
- You will be among the first wealth management professionals to work directly on how frontier AI models reason about portfolio construction, financial planning, and private client advisory.
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