Wealth Management Expert AI Trainer

Aptura Inc.

Job Overview

Location

Remote

Job Type

Contract

Full Job Description

📋 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

Remote

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Aptura Inc.

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About Aptura Inc.

Aptura is a technology company specializing in providing advanced data management and analytics solutions. They focus on helping businesses leverage their data to drive informed decision-making, improve operational efficiency, and gain a competitive edge. Their offerings typically include cloud-based data platforms, business intelligence tools, and data integration services. Aptura serves a diverse range of industries, enabling clients to unlock the full potential of their data assets through robust infrastructure and insightful analytics. The company is committed to delivering scalable and secure solutions tailored to meet the unique needs of each client, fostering innovation and growth in the data-driven economy.

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