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 https://www.crossinghurdles.com/.
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