Job Description
Note: The job is a remote job and is open to candidates in USA. Crossing Hurdles is seeking a Wealth Transfer Specialist to support their wealth management services. The role involves reviewing AI-generated outputs related to estate planning and providing expert feedback on various tax scenarios.
- Responsibilities
- Review and annotate AI-generated outputs related to estate planning and wealth transfer strategies
- Evaluate AI reasoning on trusts, gifting strategies, and tax-efficient structuring approaches
- Provide expert feedback on estate tax, gift tax, and generation-skipping transfer tax scenarios
- Validate planning strategies involving liquidity events, succession, and family governance
- Structure and label case-based wealth planning data for AI training purposes
- Identify gaps, inconsistencies, and compliance risks in AI-generated financial recommendations
- Collaborate with research teams to improve model accuracy in estate and financial planning workflows
- Skills
- Strong experience in wealth management, private banking, estate planning, or trust advisory
- Strong expertise in estate, gift, and wealth transfer tax planning
- Strong experience advising HNW or UHNW clients
- Strong familiarity with advanced trust structures and wealth transfer vehicles
- Ability to review technical financial and legal documentation with precision
- Strong written communication skills and ability to provide structured analytical feedback
- Ability to work independently in a remote, project-based environment
- 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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