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Nevis Wealth

Automates financial advisor administrative workflows

Founder's Associate - CEO Office

Implementation & Technical Account ManagementConfirmed live in the last 24 hours
Full-timeNew York, NY, USA

About the Job

Requirements

  • Three to eight years at a top-tier firm in management consulting, investment banking, private equity, or a high-growth technology startup.
  • A degree in a STEM or related field from a top-tier university; academic excellence is expected.
  • Ability to translate complex technical concepts, including current artificial intelligence developments, for technical and non-technical audiences.
  • Based in or willing to relocate to New York City.
  • Authorized to work in the United States.

Responsibilities

  • Work directly with the CEO and founders on strategic customer and commercial initiatives across the business.
  • Own enterprise deployments end-to-end at large U.S. wealth management firms, from initial engagement through full artificial intelligence rollout and expansion.
  • Serve as the trusted advisor and primary point of contact for C-suite executives and senior leadership at firms managing $50 billion to $500 billion or more in assets under management.
  • Build board-ready presentations and rigorous business cases that identify major artificial intelligence opportunities within a firm, and drive initiatives internally from alignment through live deployment.
  • Lead and coordinate across engineering, product, and customer teams to ensure complex, high-visibility deployments are executed with precision and speed.
  • Analyze customer data and workflows to define where Nevis artificial intelligence agents can deliver the greatest leverage, and partner with engineers to implement them.
  • Communicate across organizational levels, from analyst teams to managing partners and boards of directors.
  • Feed customer learnings into the Nevis product roadmap and shape the platform's evolution for future customers.

Desired Qualifications

  • Familiarity with the U.S. wealth management landscape, including how large advisory firms are structured, regulated, and operated.
  • Hands-on fluency using large language model-powered workflows and tools such as ChatGPT, Claude, Cursor, or similar.

About the Company

Nevis Wealth

Automates financial advisor administrative workflows

Nevis Wealth provides an AI platform that automates administrative and operational tasks for financial advisors. The system integrates with a firm’s existing tools to generate AI-powered meeting summaries, tasks, client briefs, cross-system search results, client-ready emails, and streamlined account openings. It differentiates itself by targeting wealth management firms and RIAs with a comprehensive, end-to-end workflow solution and backing from major investors to scale deployment. The goal is to reduce the time advisors spend on non-client work and help them grow their practice while improving client service.

Company size
51-200
Company stage
Series B
Total funding
$110M
Headquarters
London, United Kingdom
Founded
2024

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