Mentis AI

Wealth Management, AI Residency

Mentis AI

contract

Posted on:

Location Type: Remote

Location: United Kingdom

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About the role

  • Develop and iterate realistic prompts that you would ask a junior role to test the relevance and quality of AI-generated insights.
  • Compare human vs. machine judgment: Systematically evaluate divergence between professional advisory judgment and AI outputs across asset allocation, alternatives, financial planning, and private client contexts.
  • Design frameworks: Translate how practitioners build tailored portfolios, select managers, navigate tax and estate considerations, and communicate investment rationale to sophisticated clients into problems that push the limits of AI reasoning.
  • Construct expert benchmarks: Build and validate real-world portfolio analyses, financial planning frameworks, and client advisory materials used to evaluate frontier AI systems.

Requirements

  • 3+ years of experience as a Financial Advisor, Portfolio Manager, or CIO at an RIA, private bank, or family office (e.g. Mercer Advisors, Creative Planning, NewEdge Capital Group, Moneta, Cresset, JPMorgan Private Bank, Goldman Sachs PWM, Citi Private Bank)
  • 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
  • Genuine intellectual curiosity about the application of AI in wealth management and private client advisory
Benefits
  • Commitment: 15+ hours/week, flexible scheduling
  • Location: Remote globally
  • Compensation: Hourly rate depending on experience
  • Start date: Immediate / Rolling
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
asset allocationmanager selectionfinancial planningportfolio analysistax-aware investingestate planningAI reasoningclient advisory materialsportfolio constructionbenchmark validation
Soft Skills
communicationclient relationship managementarticulation of investment rationaleintellectual curiosityproblem-solving
Certifications
CFPCFACIMA