Financial Services Sales & Marketing Expert

Role Overview\n\nMercor is partnering with leading AI labs on Project Atlas — an initiative to build realistic enterprise environments that frontier AI agents are trained and evaluated in. We're seeking experienced sales, relationship-management, and marketing professionals from Fortune 500 banks, wealth managers, asset managers, and insurers to recreate the digital workspaces they run every day and design the tasks that genuinely challenge state-of-the-art AI.\n\nYou'll bring your expertise in financial-services sales, client relationship management, or marketing strategy to build a high-fidelity environment that mirrors the tools, files, and campaign workflows of a major financial institution — and then author tasks grounded in the programs you actually run today.\n\nKey Responsibilities\n\n- Build a realistic digital workspace centered on the Drive folders you use day-to-day — the pitch decks, client briefs, segment plans, campaign calendars, compliance-reviewed materials, pipeline reviews, and email threads that reflect how you actually organize your work — with some representation of the platforms that support it (e.g., Salesforce Financial Services Cloud, HubSpot or Marketo, Power BI)\n \n- Design multi-step tasks grounded in your real workflows that require navigating multiple apps, files, and stakeholders in a way that meaningfully challenges frontier AI agents\n \n- Collaborate with other financial-services sales and marketing experts in your field to design the environment, shape task scope, and review each other's scenarios for realism and rigor\n \n- Work asynchronously with research teams to refine task designs and evaluation criteria for financial-services agent benchmarks\n \n- Contribute to frontier AI research and benchmarking — the work you produce directly informs how leading labs train and evaluate the next generation of AI systems\n \n\nIdeal Qualifications\n\n- 3+ years of full-time sales / relationship-management / marketing experience at a Fortune 500 bank, wealth or asset manager, or insurer\n \n- Background in one or more areas such as:\n \n - Wealth-management or private-bank relationship management\n \n - Corporate / commercial banking coverage or treasury-services sales\n \n - Asset-management distribution, RIA channel, or institutional sales\n \n - Retail-banking marketing, segment strategy, or campaign management\n \n - Compliance-reviewed marketing, FINRA-registered communications, or insurance marketing\n \n- Series 6/7/63/65/66 or insurance licenses a plus; FINRA/SEC marketing-rule familiarity\n \n- Day-to-day use of Salesforce Financial Services Cloud, HubSpot / Marketo, and Tableau / Power BI\n \n- Strong analytical thinking and writing — able to translate financial-sales / marketing workflows into structured task specs\n \n\nCompensation Note\n\n- Task Completion Pay: Competitive and based on task quality (~$1,150 – $1,450 per completed task, subject to change as the project evolves)\n \n- Performance Bonus: Top performers receive a weekly bonus incentive on top of their per task rate!\n \n- Hourly Opportunity: Top performers may be invited to transition to an hourly compensation model based on sustained quality and throughput.

We consider all qualified applicants without regard to legally protected characteristics and provide reasonable accommodations upon request.

Contract and Payment Terms

• You will be engaged as an independent contractor.
• This is a fully remote role that can be completed on your own schedule.
• Projects can be extended, shortened, or concluded early depending on needs and performance.
• Your work at Mercor will not involve access to confidential or proprietary information from any employer, client, or institution.
• Payments are weekly on Stripe or Wise based on services rendered.
• Please note: We are unable to support H1-B or STEM OPT candidates at this time.

About Mercor

Mercor partners with leading AI labs and enterprises to train frontier models using human expertise. You will work on projects that focus on training and enhancing AI systems. You will be paid competitively, collaborate with leading researchers, and help shape the next generation of AI systems in your area of expertise.