Job Overview
Location
Remote
Job Type
Contract
Category
HR & Recruiting
Date Posted
April 10, 2026
Full Job Description
đź“‹ Description
- • Wealth Management Expert AI Trainer role at Aptura Inc., a company founded by ex-Lazard and Partners Group professionals, headquartered in London and San Francisco, focused on bridging human expertise and artificial intelligence in finance through Mentis AI.
- • The role involves improving AI reasoning in wealth management and private client advisory by contributing financial expertise to a training data project, capturing how top practitioners build tailored portfolios, communicate with high-net-worth clients, and deliver integrated financial planning advice.
- • Day-to-day responsibilities include applying deep knowledge of asset allocation, manager selection, alternatives, tax-aware investing, and estate trust planning to help train AI models, articulating investment rationale and financial planning strategies clearly in writing, and participating in asynchronous remote work.
- • The role offers the opportunity to work with an elite AI research lab, contribute to cutting-edge AI development in finance, and apply decades of industry expertise to shape the future of AI-driven wealth management solutions.
🎯 Requirements
- • Minimum 5 years of experience as a Financial Advisor, Portfolio Manager, or CIO at an RIA, private bank, or family office
- • 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
- • Minimum 15 hours per week commitment for remote asynchronous contract work
🏖️ Benefits
- • Fully remote work arrangement with asynchronous flexibility
- • Opportunity to collaborate with an elite AI research lab on cutting-edge financial AI development
- • Chance to apply and leverage deep wealth management expertise in shaping next-generation AI tools
- • Contribution to bridging human financial expertise with artificial intelligence in a meaningful innovation project
- • Engagement with a mission-driven company founded by industry veterans from Lazard and Partners Group
Skills & Technologies
About Aptura Inc.
Aptura is an AI technology company that builds high-quality training data and reinforcement-learning environments for regulated, high-stakes industries such as finance, healthcare, and legal. They focus on verifiable accuracy by combining AI with human domain experts. The company is remote-friendly with a small, lean team located in London and San Francisco and frequently hires for technical roles and AI residencies.
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