Helps a foundational AI lab train its model on personal finance documents, including cash-flow plans, drawdown models and net-worth statements. Suits financial planning leaders with four or more years advising individual clients.
About the role
About This Opportunity
We're working with a leading foundational AI lab to find experienced vps of financial planning who can help train their latest language model on professional document, spreadsheet, and slide deck tasks.
We're looking for vps of financial planning with 4+ years advising individual clients on budgeting, saving, and financial planning to create, evaluate, and refine AI-generated documents, spreadsheets, and slide decks across core workflows: household cash-flow plans, goals-based financial plans, retirement drawdown models, debt payoff schedules, net-worth statements, and risk-tolerance questionnaires.
Compensation:
$70/hour
Commitment:
Flexible, 5-20 hours per week (or more if desired)
Location:
Fully remote, work on your own schedule
Start date:
ASAP
Qualifications
4+ years advising individual clients on household cash-flow planning, debt payoff scheduling, and retirement drawdown modeling
Skilled at turning a client's scattered accounts and goals into a clear, goals-based financial plan they can actually follow
Expert-level document, spreadsheet, and slide craftsmanship, with excellent written communication and attention to detail
About Ethos
Ethos is a new expert network built by a McKinsey/SoftBank/DeepMind team and backed by world-leading investors like General Catalyst. We connect experts with investors and consultancies for paid expert calls, speaking engagements, and advisory opportunities.
Key Requirements
Official source: agent.askethos.com. Details can change; the platform's page is the final word. Something wrong with this listing? Tell us.
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