About Micro1: Job DescriptionJob Title: Member of Technical Staff, Finance ResearchJob Type: Full-timeLocation: RemoteThe RoleJoin our research team as a Member of Technical Staff (MTS), Finance Research, where you'll help define the frontier of AI-powered financial reasoning. This role sits at the intersection of large language models, agentic systems, and enterprise finance, with a focus on building rigorous evaluation frameworks that measure, benchmark, and advance AI performance across complex financial workflows. You will conduct applied research, develop novel methodologies for assessing financial intelligence in AI systems, and partner closely with researchers, engineers, and product teams to shape the next generation of enterprise AI.What You'll Be DoingDesign, own, and evolve evaluation frameworks for AI agents operating in financial domains, including benchmark suites, scoring methodologies, quality rubrics, and research-grade evaluation protocols.Conduct original research on financial reasoning, decision-making, and workflow automation, translating findings into measurable improvements in AI system performance.Develop and curate datasets, test cases, and benchmark environments that capture real-world enterprise finance challenges.Collaborate with AI researchers, machine learning engineers, and product teams to evaluate, validate, and improve finance-focused models and agentic systems.Analyze model behavior, failure modes, and performance trends to generate actionable insights and guide research priorities.Publish internal research findings, technical reports, and best practices that contribute to the broader understanding of AI capabilities in finance.Stay current with advances in AI, machine learning, financial modeling, evaluation science, and agent architectures, incorporating emerging techniques into research initiatives.Help establish research standards and thought leadership for enterprise financial intelligence and AI evaluation.Foster a culture of scientific rigor, experimentation, and collaborative innovation within a distributed research environment.What We're Looking ForAdvanced degree in Finance, Economics, Financial Engineering, Quantitative Finance, or a related field (PhD strongly preferred; MBA, CFA, or equivalent expertise also considered).Deep domain expertise in one or more areas of finance, including investment research, capital markets, risk management, corporate finance, accounting, or financial analysis.Demonstrated experience conducting rigorous research, developing analytical methodologies, or building evaluation frameworks in finance or related quantitative disciplines.Strong ability to translate ambiguous real-world financial problems into measurable research questions and evaluation criteria.Exceptional analytical and critical-thinking skills, with a track record of solving complex, multidisciplinary problems.Excellent written and verbal communication skills, including experience producing research reports, technical documentation, or thought leadership content.Experience working in highly collaborative, cross-functional environments involving research, engineering, and product stakeholders.Preferred QualificationsExperience evaluating, benchmarking, or researching large language models, AI agents, reasoning systems, or enterprise AI applications.Familiarity with agentic workflows, AI evaluation methodologies, synthetic data generation, or model alignment techniques.Knowledge of contemporary research in machine learning, financial AI, decision intelligence, or computational finance.Experience designing industry benchmarks, assessment frameworks, or performance standards.Publication record in academic conferences, journals, industry research, or influential technical publications.Proficiency with data analysis, experimentation, or quantitative research tools (e.g., Python, SQL, statistical analysis, or machine learning frameworks).Compensation & Benefits NoticeThe national pay range for this full-time position is base salary of $180,000 –$230,000 USD. All employees are eligible for equity compensation, and employees may also receive performance-based bonuses, dependent on role and subject to company policies. micro1 provides a comprehensive benefits package, including up to 100% reimbursement for health-insurance premiums, paid time off, a 401(K) plan with a company match, and additional benefits designed to support a high-performing, remote-first workforce.micro1 is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, veteran status, or any other characteristic protected by applicable local laws, regulations and ordinances. If you need assistance and/or a reasonable accommodation during the application process, reach out to support@micro1.ai.Our hiring process utilizes artificial intelligence tools to assist in candidate screening and assessment. Our AI tools are designed to complement, not replace, human decision-making.DisclaimerThe information contained in this job posting, including but not limited to role responsibilities, qualifications, compensation, and benefits, is provided for informational purposes only and does not constitute a binding offer of employment. micro1 reserves the right to amend, modify, or withdraw any portion of this posting at its sole discretion and without prior notice. All employment decisions are made in accordance with applicable laws and regulations.
Financial research
Enterprise ai
Benchmarking
About Micro1: Job Title: Certified Financial Planner® / Personal Financial AdvisorJob Type: Contractor - US ONLYLocation: RemoteJob Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters.Key Responsibilities:Review realistic financial planning scenarios that reflect everyday client conversations, covering budgets, emergency funds, debt payoff, retirement planning, and more.Evaluate AI-generated advice for suitability, clarity, and practicality for mainstream and mass-affluent households.Detail how you would conduct advisory conversations — including question frameworks, goal prioritization, and tradeoff discussions (e.g., mortgage payments vs. 401(k) matching, debt repayment vs. investing).Articulate actionable decision rules and rules of thumb used with real clients (such as cash reserve targets or savings-rate benchmarks).Deliver written feedback to refine AI explanations, next steps, and tradeoff framing — focusing on clear, empathetic language for non-experts.Identify compliance and risk considerations, advising when to stay within scope or refer to other specialists (CPA, attorney, insurance).Required Skills and Qualifications:Several years of client-facing experience as a Financial Planner/Advisor, Personal Financial Consultant, or similar role serving mainstream households (W-2 income, standard employer retirement plans, common debts, and insurance needs).Demonstrated expertise in budgeting, cash-flow planning, debt management, retirement planning, education savings, and risk management for everyday clients.CFP® certification strongly preferred (or CFP exam passed with relevant experience), though ChFC or other credentials considered when paired with substantial practical experience.Exceptional written and verbal communication skills, able to explain tradeoffs in simple, reassuring language.High professional integrity, strong compliance orientation, and commitment to a fiduciary/client-first standard.Hands-on experience with standardized planning processes and a proactive approach to financial problem-solving.Preferred Qualifications:Experience blending holistic planning and financial coaching, especially in mass-market or workplace advisor roles.Experience mentoring junior advisors or developing planning process materials (checklists, playbooks, workflows).
Financial planning
Budgeting
Retirement planning
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