Remote | Sales Agent (Securities & Commodities) — $30–$80/hour

We are sharing a specialised consulting opportunity for experienced securities and commodities professionals with strong expertise in brokerage or trading workflows, client advisory, market judgement, compliance-sensitive decision-making, and financial documentation to contribute to an advanced AI benchmark and evaluation project.

Selected professionals will design realistic, expert-authored evaluation tasks that reflect the complexity of securities and commodities markets. The work involves interpreting substantial financial and regulatory materials, defining defensible market or advisory actions, creating detailed grading rubrics, and developing scenarios that test how advanced AI systems reason across trading, client communication, and compliance-driven workflows. No prior experience in AI is required.

Key Responsibilities

Securities & Commodities Task Design

• Develop realistic evaluation tasks based on securities and commodities workflows
• Create scenarios reflecting brokerage, trading, client advisory, and compliance activities
• Ensure tasks represent genuine professional complexity rather than simplified examples
• Define clear objectives, constraints, and expected outcomes
• Design tasks requiring substantive market and regulatory judgement

Market Analysis & Decision-Making

• Interpret market data and financial information
• Develop scenarios requiring market judgement
• Evaluate trading or advisory decisions against available evidence
• Identify relevant market conditions, risks, and constraints
• Define defensible actions and explain the reasoning behind them

Client Advisory Scenarios

• Design tasks involving client-facing securities or commodities workflows
• Evaluate suitability and decision logic where relevant to the source scenario
• Assess clarity and accuracy of client communication
• Identify material information that should be conveyed to clients
• Ensure advisory scenarios reflect realistic professional practice

Compliance & Regulatory Reasoning

• Incorporate applicable compliance considerations into task design
• Evaluate whether proposed actions account appropriately for regulatory constraints
• Use relevant regulatory references and documentation
• Identify compliance-sensitive decision points
• Distinguish operational errors from substantive regulatory issues

Client Documentation Review

• Review and incorporate client documentation into benchmark tasks
• Evaluate completeness, consistency, and relevance of supporting materials
• Identify information required for defensible decision-making
• Structure document-based scenarios involving multiple information sources
• Maintain precision when referencing financial and regulatory documents

Financial Data & Source Material Curation

• Source and organise supporting materials such as CSV files, spreadsheets, PDFs, and technical documentation
• Select materials that support rigorous, multi-step evaluation tasks
• Validate data for internal consistency
• Ensure tasks can be answered objectively from supplied materials
• Build scenarios requiring synthesis across multiple data sources

Benchmark Rubric Development

• Author comprehensive grading rubrics with 35+ evaluation items
• Define precise criteria for market judgement, compliance awareness, and client communication
• Distinguish critical failures from partial or acceptable responses
• Ensure scoring criteria reflect realistic professional expectations
• Create rubrics that enable consistent evaluation of AI-agent performance

Multi-Step AI Evaluation Tasks

• Develop tasks requiring several stages of reasoning
• Combine market data, client information, regulatory context, and operational constraints
• Require AI systems to interpret, reason, and select appropriate actions
• Design tasks that assess both process and final outcome
• Ensure benchmark difficulty reflects expert-level workflows

Quality Assurance & Benchmark Refinement

• Review tasks for ambiguity, unrealistic assumptions, or missing information
• Verify expected answers and decision logic
• Confirm supporting materials align with task requirements
• Refine benchmark criteria based on technical feedback
• Maintain consistent quality standards across evaluation content

Cross-Functional Collaboration

• Collaborate with technical teams developing AI benchmarks
• Explain task intent and domain-specific requirements
• Clarify financial or regulatory concepts for non-domain specialists
• Incorporate feedback into task revisions
• Support continuous improvement of benchmarking standards

Ideal Profile

• Active Series 7/63 licence or relevant international equivalent is strongly preferred
• Minimum 4 years of professional experience at a brokerage, bank, trading platform, or comparable financial institution
• Significant exposure to compliance-driven workflows
• Direct experience executing trades or supporting securities and commodities transactions
• Experience providing client advisory services is highly valuable
• Strong knowledge of securities and commodities markets
• Strong market judgement and analytical reasoning
• Ability to interpret complex market data
• Experience reviewing financial and technical documentation
• Strong familiarity with regulatory and compliance materials
• Experience handling client documentation
• Excellent written and verbal communication skills
• Ability to produce clear, precise, and comprehensive technical documentation
• Demonstrated ability to design nuanced analytical tasks
• Experience creating detailed evaluation or grading rubrics is advantageous
• Strong attention to detail
• Comfortable working independently in a remote environment
• No prior AI-training or model-evaluation experience is required

Engagement Details

• Independent contractor engagement
• Fully remote
• Displayed compensation range: $30–$80/hour
• Actual compensation structure is output-based, with payment made per task that meets project specifications
• Task completion time may vary depending on individual experience and workflow
• Minimum weekly submission requirements apply; the source does not specify the exact number of required tasks
• Work will involve securities and commodities markets, client advisory, market analysis, compliance reasoning, regulatory documentation, benchmark-task development, and AI evaluation
• Contributors may work with CSV files, PDFs, spreadsheets, client documents, market data, and regulatory reference materials
• Comprehensive grading rubrics of 35+ items may be required for individual benchmark tasks
• Strong real-world brokerage, trading, or financial-market experience is central to this engagement
• Roles are typically filled within approximately 48 hours
• Selected experts are expected to begin initial tasks within approximately 24–48 hours after onboarding
• Project scope, benchmark requirements, financial topics, and evaluation standards may evolve depending on project needs
• Work must be completed without using confidential, proprietary, personally identifiable, client-sensitive, material non-public, restricted, or otherwise protected information belonging to any employer, client, brokerage, financial institution, exchange, regulator, or other third party

About the Platform

This opportunity is available through 24-MAG LLC. We connect experienced professionals with remote consulting opportunities across technical, evaluation, and project-based workstreams.

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