[Remote] Wealth Management Expert | Remote
Note: The job is a remote job and is open to candidates in USA. Crossing Hurdles is seeking a Private Wealth Management Expert to contribute domain expertise to support research initiatives with a leading AI lab. The role involves designing and evaluating finance-related prompts and assessing AI-generated recommendations for accuracy and applicability in client-facing contexts. Responsibilities • Contribute domain expertise in private wealth management to support research initiatives with a leading AI lab • Design, review, and evaluate finance-related prompts, scenarios, and outputs aligned with real-world wealth management workflows • Assess AI-generated recommendations for accuracy, relevance, and practical applicability in client-facing wealth management contexts • Provide structured feedback to improve AI performance across portfolio construction, performance analysis, and personalized financial strategies Skills • Strong experience working in private wealth management at top-tier firms • Strong experience in one or more of the area: Client personalization, Performance management, Alternative investments, Tax-loss harvesting • Strong analytical skills and attention to detail • Strong written communication skills for structured feedback and evaluation Company Overview • At Crossing Hurdles, we specialise in customised recruitment and staffing solutions designed to drive success for businesses and professionals. It was founded in 2022, and is headquartered in , with a workforce of 11-50 employees. Its website is Apply tot his job