- Review and evaluate all Q&A content generated by Money Coach for accuracy, clarity, and alignment with Stash’s investment philosophy and advice principles.
- Approve well-structured, clear, and informative answers that meet the needs of Stash customers.
- Rewrite or edit Q&A responses that require improvement, ensuring they maintain a conversational, user-friendly tone.
- Ensure all answers promote long-term investing strategies, diversification, and other key financial principles central to the Stash Way.
- Collaborate with Stash’s Chief Investment Officer to enhance Money Coach’s response quality and maintain consistency with Stash’s investment and advice philosophy.
- Identify patterns in user questions and suggest new training data to improve Money Coach’s ability to handle diverse inquiries.
- Provide feedback for continuous model improvement and suggest adjustments based on evolving customer needs or market trends.
- Bachelor’s degree in Finance, Economics, Business, or related field.
- Strong understanding of personal finance, investing and key concepts like portfolio diversification, benefits of low cost ETFs, dollar-cost averaging, and long-term wealth building.
- Excellent writing and editing skills, with an emphasis on clear, concise, and conversational language.
- Attention to detail with the ability to analyze content and provide feedback for improvement
- Working towards or already received a CFP designation
- Experience in AI training, content moderation, or educational content creation
- Dental Insurance
- Vision Insurance
- Health Insurance
- Life Insurance
- Gym Membership / Reimbursement
- PTO / Vacation Policy
- Paid Holidays
- Maternity / Paternity Leave
- Performance Bonus
- Employee Stock Purchase Plan