Wealth Management — Expert AI Trainer

Mentis Technology Solutions Inc.

Job Overview

Location

USA

Job Type

Contract

Full Job Description

📋 Description

• Wealth Management — Expert AI Trainer role at Mentis Technology Solutions Inc., a company founded by ex-Lazard and Partners Group professionals, headquartered in London and San Francisco, dedicated to bridging human expertise and artificial intelligence in finance.
• The role involves improving AI reasoning in wealth management and private client advisory by contributing real-world 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.
• You will join a research project with an elite AI lab, working remotely on an asynchronous contract with a minimum 15-hour weekly commitment to help refine AI models in financial planning and private client advisory.
• This position allows you to apply deep industry knowledge to shape the next generation of AI tools in wealth management, gaining experience in AI training methodologies while contributing to cutting-edge fintech innovation.

🎯 Requirements

• 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

🏖️ Benefits

• Remote asynchronous contract offering flexibility in work schedule and location
• Opportunity to collaborate with an elite AI lab on a high-impact research project
• Minimum 15 hours per week commitment allows for part-time engagement alongside other professional pursuits
• Direct contribution to advancing AI reasoning in wealth management and financial planning
• Exposure to cutting-edge AI model training processes at the intersection of finance and artificial intelligence

Skills & Technologies

Remote

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Mentis Technology Solutions Inc.

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About Mentis Technology Solutions Inc.

Mentis provides enterprise data-centric security solutions focused on dynamic data masking, sensitive data discovery, database activity monitoring, and compliance reporting. Founded in 2004, the company serves Fortune 500 organizations and government agencies worldwide, helping protect structured and unstructured data across relational databases, big data platforms, and mainframe environments through continuous classification, real-time masking, and risk analytics without altering source data or impacting performance.

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