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8 remote jobs found
Founder EA Full-time ↘ +2 regions
Management Operations Organized +12 Slack Triage CRM AI Claude ChatGPT Communication English Wealth Management AI Tools Google Workspace Relationship Management
  • Philippines, South Africa
  • $8.4k – $9.6k/yr
  • Oct 14, 2026

The founder of a wealth management firm with about 30 employees has a strong management team running day-to-day operations. The founder now operates at the board level, while also building a software startup and running a podcast.

Finance Infrastructure Institutions +12 Investing Marketing Education Management Wealth Management Strategic Thinking Outreach CPA Reporting Compliance Messaging Microsoft Teams
  • United States
  • $110,400 – $220,800/yr
  • Oct 6, 2026

Payward - the parent company behind Kraken, NinjaTrader, Breakout, xStocks, Payward Services and CF Benchmarks - has spent the last 15 years building one of the most modern and globally accessible financial infrastructure platforms in the industry, built to advance an open,…

AI Expert - Finance Contractor ↘ +6 regions
AI Financial Planning Tax +10 Logic Personal Finance Management Planning English Training Make Flexible Wealth Management Financial Advising
  • Australia, Canada, Ireland +3New ZealandUnited KingdomUnited States
  • Up to $125+/hr
  • Sep 22, 2026

Models give financial advice that sounds reassuring and quietly ignores the client: a tax-blind withdrawal plan, an allocation that forgets the time horizon, an estate suggestion that would fall apart in probate.

AI Expert - Finance Contractor
Management Research Microsoft Teams +12 AI Training MATCH Writing Tax Strategic Thinking Planning Communication Reasoning Wealth Management Investment Management AI Training
  • Remote (Global)
  • $100 – $130/hr
  • Sep 15, 2026

The research teams behind the best-known AI models come to Mercor for investment management judgment they can't generate on their own. Your standards and expertise become the rubric that frontier AI is graded against.

Sales Development Rep (SDR) Full-time ↘ +4 regions
Sales Outreach Research +12 Institutions English Finance Prospecting CRM Messaging Sales Development BDR Financial Services Communication Organized Wealth Management
  • Egypt, Jordan, Algeria +1South Africa
  • Sep 7, 2026

We are looking for experienced Sales Development Representatives based in South Africa to support outbound business development within the financial services sector. This role requires more than general cold outreach.

Operations Manager Full-time ↘ +6 regions
Management Insurance Investing +11 Microsoft Teams Strategic Thinking Engineering Operations Make Fintech AI Wealth Management Business Strategy Revenue Growth Consumer Technology
  • China, Indonesia, Singapore +3Hong KongThailandVietnam
  • Aug 13, 2026

The original mission of BJAK is we believe people deserve smarter ways to plan, save and grow their money. This is the origin of our name. Started in 2019, we built the first mobile-first, insurance platform, enabling insurance to be accessible online by millions in the region.

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AI Expert - Finance Contractor
Planning Management AI +12 Finance Budgeting & Forecasting Communication Problem Solving Decision Making CFP CFA Institutions Microsoft Teams Financial Advisory Financial Planning Wealth Management
  • United States
  • $80 – $110/hr
  • Jul 27, 2026

Job Type: Contractor - US ONLY Location: Remote We are seeking experienced Personal Financial Advisors (Private Wealth) to contribute their expertise to the development of next-generation AI-powered financial advisory solutions.

AI Expert - Finance Contractor
Planning Training AI +12 Flexible Management Precision Communication Finance Economics Personal Financial Planning Financial Planning Financial Advisory Wealth Management Financial Technology Verbal communication
  • Remote (Global)
  • $98/hr
  • Feb 16, 2026

AfterQuery is seeking Financial Advisor Experts to create and refine personal financial planning challenges for training AI models.

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