Role Description
This is a unique opportunity to contribute directly to how the next generation of AI systems reason about personal finance, portfolio construction, estate planning, tax-aware investing, retirement strategy, risk management, and advisory communication. We’re looking for experienced Wealth Managers who can challenge advanced language models on job-specific topics provided for this project, including investment policy statements, asset allocation, client suitability, behavioral finance, estate and trust considerations, tax-loss harvesting, retirement income planning, risk tolerance assessment, alternative investments, and regulatory or fiduciary standards. Your work will help strengthen model accuracy, reasoning quality, and communication standards in complex wealth advisory scenarios.