Wealth Management Professionals - AI Residency (Part-time) | Frontier AI Research
Job Overview
Location
USA
Job Type
Contract
Category
Data Scientist
Date Posted
February 25, 2026
Full Job Description
đź“‹ Description
- • Join Mentis AI, a pioneering firm operating at the dynamic intersection of institutional finance expertise and cutting-edge AI systems. Our distinguished team comprises seasoned professionals with extensive backgrounds in financial services from esteemed institutions like Lazard and Partners Group, complemented by deep knowledge in machine learning and applied AI research. With a global presence spanning London and San Francisco, we actively collaborate with leading AI laboratories to advance the capabilities of AI models, enhancing their reasoning, generalization, and decision-making processes within high-stakes financial environments.
- • This unique part-time AI Residency program is specifically curated for accomplished wealth management and private client professionals. It offers an unparalleled opportunity to gain early, practical exposure to the development, evaluation, and refinement of advanced AI systems tailored for high-net-worth advisory and family office investing. As AI becomes increasingly integral to core wealth management workflows – encompassing portfolio construction, asset allocation, client communication, financial planning, and integrated advisory delivery – this residency positions you at the forefront of this transformative wave.
- • As a resident, you will play a pivotal role in constructing expert benchmarks. This involves building and rigorously validating real-world portfolio analyses, comprehensive financial planning frameworks, and client advisory materials. These benchmarks will serve as the critical foundation for evaluating the performance and efficacy of frontier AI systems, ensuring they meet the exacting standards of professional practice.
- • You will be instrumental in stress-testing AI model reasoning. This challenging aspect of the role requires you to meticulously diagnose weaknesses in AI-generated wealth management analyses. Your expertise will be crucial in identifying specific areas where AI logic, underlying assumptions, or essential advisory intuition fall short, providing invaluable feedback for model improvement.
- • A key responsibility will be designing sophisticated frameworks that translate complex practitioner methodologies into quantifiable problems for AI. You will articulate how seasoned professionals construct bespoke portfolios, meticulously select investment managers, navigate intricate tax and estate planning considerations, and effectively communicate investment rationale to discerning, sophisticated clients. This process will directly inform and push the boundaries of AI reasoning capabilities.
- • Furthermore, you will engage in the systematic evaluation of the divergence between human professional advisory judgment and AI outputs. This comparative analysis will span critical areas such as strategic asset allocation, the selection and integration of alternative investments, holistic financial planning, and the nuances of private client contexts, providing a clear understanding of AI's current strengths and limitations.
- • This residency offers a distinctive and invaluable experience, placing you among the very first wealth management professionals to work directly on the fundamental question of how frontier AI models reason about complex financial domains. Whether your aspirations lie within an established Registered Investment Advisor (RIA), a prestigious private bank, a forward-thinking AI company, or even the pursuit of your own entrepreneurial venture, this experience will forge a distinctive profile at the nexus of wealth management and artificial intelligence.
- • Gain hands-on, practical exposure to the evolving landscape of AI in advisory workflows. Understand firsthand how AI is reshaping critical functions, from strategic asset allocation and sophisticated manager selection to tax-aware investing strategies, intricate estate planning, and client reporting mechanisms. This immersive experience will equip you with a profound understanding of AI's current and future impact on the financial advisory profession.
- • This part-time engagement is designed for flexibility, requiring a commitment of 15+ hours per week with adaptable scheduling to accommodate your existing professional responsibilities. The residency is fully remote, offering global accessibility, or the option for in-person collaboration if you are based in London or San Francisco. This paid professional engagement offers immediate or rolling start dates, allowing you to commence this transformative learning experience without delay.
🎯 Requirements
- • Minimum of 5 years of experience as a Financial Advisor, Portfolio Manager, or Chief Investment Officer (CIO) within an RIA, private bank, or family office setting.
- • Proven track record of managing complex client relationships, ideally with households possessing $5M+ in Assets Under Management (AUM).
- • Deep and comprehensive understanding of asset allocation principles, manager selection processes, alternative investments, tax-aware investing strategies, and estate/trust planning considerations.
- • Demonstrated ability to articulate investment rationale and financial planning strategies with clarity, conciseness, and precision in written form.
- • Professional designations such as CFP, CFA, CIMA, or equivalent are highly desirable.
- • Possess genuine intellectual curiosity and a strong interest in exploring the practical applications of Artificial Intelligence within wealth management and private client advisory services.
🏖️ Benefits
- • Gain exclusive, early access to and hands-on experience with frontier AI systems in a wealth management context.
- • Develop a highly sought-after, distinctive professional profile at the intersection of finance and AI.
- • Flexible, part-time commitment (15+ hours/week) with adaptable scheduling.
- • Fully remote work arrangement with global accessibility, or in-person options in London or San Francisco.
- • Paid professional engagement, recognizing the value of your expertise and time.
- • Opportunity to influence the development and application of AI in a critical financial services sector.
Skills & Technologies
Remote
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.
