Wealth Manager | Remote

Remote role offering $70-$80 per hour for 10-40 hours per week.

Responsibilities

• Construct enterprise wealth management scenarios for high-net-worth portfolio construction and estate planning.
• Build asset management tasks for Fortune 500 portfolio strategy and institutional client servicing.
• Develop investment operations scenarios using tools like Bloomberg Terminal and Aladdin.
• Apply enterprise investment methodologies to produce investment policy statements and portfolio strategies.
• Author rubrics to distinguish authentic enterprise wealth management judgment.

Requirements

• Strong relevant experience in the domain as a portfolio manager or wealth advisor.
• Direct ownership of Fortune 500-scale client portfolios or investment strategy decisions is required.
• Fluency in enterprise investment tooling and methodologies is essential.
• Understanding of Fortune 500 regulatory compliance and fiduciary standards is necessary.
• Prior experience in rubric or investment-training curriculum authorship is a plus.

Skills

• Strong analytical approach to reviewing and improving professional content.
• High level of consistency when assessing technical and transactional accuracy.
• Comfortable managing deliverables with minimal supervision.