Special Needs Financial Planning Expert
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Role Overview
Mercor is seeking experienced special needs financial planning professionals to support a new dataset development project focused on disability-related financial planning and public benefits coordination. This role involves creating and reviewing high-quality, structured content related to special needs trusts, ABLE accounts, and benefits-preserving financial strategies, which will be used to evaluate and demonstrate advanced AI systems.
Key Responsibilities
- Develop and organize expert-level financial planning content aligned with project guidelines and review standards
- Review, interpret, and translate special needs financial plans into clear, structured documentation
- Validate content related to special needs trusts (first-party and third-party), ABLE accounts, and guardianship-adjacent financial planning considerations
- Ensure legal and technical accuracy regarding SSI and Medicaid eligibility rules, including income and asset treatment
- Apply expert judgment to common financial planning transitions, including transition to adulthood, inheritance planning, and lifetime care and benefits preservation
- Provide structured feedback to improve dataset accuracy, clarity, and consistency
- Collaborate asynchronously with the project manager and meet all deadlines
You’re a Strong Fit If You Have
- 8+ years of experience in special needs financial planning, elder law planning, or disability-focused financial services
- Demonstrated expertise in special needs trusts, ABLE accounts, and benefits-preserving asset strategies
- Advanced understanding of SSI and Medicaid financial eligibility standards
- Experience working with families of individuals with disabilities on long-term planning and transitions
- Strong analytical skills with the ability to translate complex financial and regulatory concepts into structured, plain-language documentation
- Excellent attention to detail and comfort working within highly structured content frameworks
- Ability to work independently and deliver high-quality work under tight timelines
Role Details
- Type: Part-time, project-based
- Expected Duration: 4–6 weeks
- Engagement: ~10–15 hours per week
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