Role Overview

Part-time Contractor | Remote / Flexible

Preferred geographies: US and Europe

Estimated commitment: 10-20 hours/week, flexible based on project needs

Initial duration: 3 months preferred, with potential to extend based on fit, performance, and ongoing SME needs

Role overview

Alpheya is building AI-enabled wealth management capabilities for MENA wealth managers, including Investment Insights, Portfolio Highlights, Product Q&A, News Briefs, and advisor-facing intelligence tools.

We're looking for an experienced Wealth Management / Investment Subject Matter Expert to work with Alpheya's AI Product, Engineering, and Data Science teams. This is not a generic AI model-training role. The SME will help review AI-generated outputs, define evaluation rubrics, create reference examples, and ensure outputs are accurate, practical, and credible for Relationship Managers and their clients.

This is a part-time contractor engagement with a mix of asynchronous review and periodic live collaboration with teams in the Middle East.

What you'll do

Review AI-generated investment insights, portfolio summaries, product explanations, and advisor-facing outputs for accuracy, relevance, and practical usefulness.
Define evaluation rubrics, scoring criteria, and "red flag" checklists for AI outputs.
Create "gold standard" examples of client-ready analysis, portfolio commentary, product Q&A responses, and RM talking points.
Translate real-world wealth advisory workflows into clear product requirements and evaluation logic.
Provide guidance on how RMs assess, explain, and position investment products with retail, affluent, and HNW clients.
Flag issues that could reduce trust, including hallucinated facts, weak investment logic, inappropriate recommendations, compliance-sensitive language, or missing regional nuance.
Work with product, AI, engineering, and data science teams through async feedback and periodic live working sessions.

Ideal background

Candidates should have 5-10+ years of experience in one or more of the following areas:

Wealth management / private banking
Investment advisory
Relationship management support
Investment product strategy
Portfolio advisory or portfolio management
CIO office / investment strategy
Fund selection, fixed income, equities, alternatives, or multi-asset portfolio construction

Strong candidates may come from private banks, wealth managers, family offices, asset managers, investment platforms, or advisory/product teams serving retail, affluent, HNW, or UHNW investors.

Domain expertise

Strong working knowledge across several of the following areas:

Wealth management advisory workflows and RM/client interactions
Multi-asset portfolio construction and client reporting
Fixed income, bonds, credit, yield, duration, and bond portfolio construction
Mutual funds, ETFs, fund selection, and product positioning
Equities, equity research, sectors, indices, and valuation drivers
Alternatives such as real estate, private equity, hedge funds, commodities, or digital assets
Suitability, client communication, and advisory-led wealth management
Islamic finance, Sukuk, or Shariah-compliant investing is a strong plus

Requirements

Practical wealth management or private banking experience.
Strong cross-asset investment knowledge.
Ability to evaluate whether AI outputs are accurate, balanced, client-ready, and useful for Relationship Managers.
Clear written communication and ability to provide structured feedback.
Comfort working with product, AI, engineering, and data science teams.
Availability for part-time async work with periodic live overlap with Middle East-based teams.
Ability to use your own device and work under NDA / confidentiality terms.

Nice to have

MENA / GCC wealth management exposure.
Sukuk, Islamic finance, or Shariah-compliant investing experience.
Prior experience creating investment commentary, RM materials, client-facing portfolio reviews, or product notes.
Experience with AI evaluation, QA workflows, data labeling, or rubric development.
Experience supporting digital wealth platforms, advisor tools, or portfolio analytics products.

Working model

Part-time contractor engagement.
Flexible hourly or retainer-style block of hours.
Initial expectation: approximately 10-20 hours per week, depending on project needs and candidate availability.
Mix of async review, periodic working sessions, and iterative feedback cycles.
Periodic overlap with Middle East-based teams required.