Wealth Transfer Specialist

our client is hiring experienced **Wealth Transfer Specialists** on behalf of a cutting-edge AI research lab building advanced financial intelligence systems. The lab is developing AI models capable of understanding estate planning, intergenerational wealth transfer strategies, trust structures, and tax-efficient asset transitions. This role focuses on **training, evaluating, and refining AI systems** by contributing real-world expertise in wealth transfer and estate planning. The ideal candidate combines hands-on experience advising HNW/UHNW clients with the ability to translate complex planning strategies into structured, high-quality feedback for AI development.

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## **Key Responsibilities**

• Review and annotate AI-generated outputs related to estate and wealth transfer strategies.

• Evaluate model reasoning on trusts, gifting strategies, and tax-efficient structuring.

• Provide expert feedback on estate tax, gift tax, and generation-skipping transfer tax scenarios.

• Validate planning approaches for liquidity events, succession, and family governance.

• Label and structure case-based planning data for AI training.

• Identify gaps, inconsistencies, or compliance risks in AI-generated recommendations.

• Collaborate with research teams to improve model accuracy in financial planning workflows.

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## **Requirements**

• **5+ years of experience** in wealth management, private banking, estate planning, or trust advisory.

• Strong expertise in estate, gift, and transfer tax planning.

• Direct experience working with HNW or UHNW families.

• Familiarity with trust structures (GRATs, SLATs, dynasty trusts, ILITs, etc.).

• Strong written communication skills and ability to provide structured analytical feedback.

• Comfort reviewing technical financial and legal documentation.

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## **Preferred Qualifications**

• CFP®, CFA®, CPA, JD, or similar credential.

• Experience in multi-family office or RIA environments.

• Exposure to cross-border wealth transfer strategies.

• Prior experience mentoring, reviewing planning strategies, or training junior advisors.

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## **Engagement Details**

• Project-based or part-time (10, 20 hours per week depending on availability).

• Competitive hourly compensation based on experience.

• Opportunity to contribute to frontier AI systems in financial advisory and estate planning.

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## **Why Join**

• Help shape how AI understands complex wealth transfer and estate planning strategies.

• Apply real-world advisory expertise to build next-generation financial intelligence tools.

• Collaborate with leading AI researchers and financial domain experts.

• Contribute to foundational systems that will support advisors and families globally.