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Nevis Wealth

Automates financial advisor administrative workflows

Product Marketing Lead

Product MarketingUpdated on Nov 12
Full-timeNew York, NY, USA

About the Job

Requirements

  • At least 5 years of experience in Product Marketing or Product Strategy in high-growth AI or B2B SaaS, with a track record of driving adoption of technical products.
  • Experience with Account-Based Marketing (ABM).
  • Experience managing external agencies or production partners to deliver creative work on a deadline.
  • Ability to influence senior stakeholders and engage credibly with C-suite prospects and investors.
  • Strong writing ability to make complex AI products clear, differentiated, and compelling.
  • Technical fluency sufficient to engage credibly with Product and Engineering about how the AI works.
  • Based in or willing to relocate to New York City.
  • Authorized to work in the United States.

Responsibilities

  • Own the positioning, narrative, and go-to-market strategy for Nevis's core product.
  • Define how Nevis presents itself in the market in partnership with the CEO, co-founders, Sales, and Growth, including website copy and sales decks used to close customer accounts.
  • Communicate new products to the market clearly and compellingly.
  • Work with agencies to build shareable assets, including product videos, announcing each release.
  • Translate a technical, AI-native product into a clear story for enterprise wealth management firms.
  • Work with Nevis customers to produce case studies, videos, and blog posts demonstrating delivered value.
  • Own product storytelling on the Nevis website.
  • Own the launch calendar and supporting content, including blog posts and product feature content.
  • Author thought leadership pieces and industry reports that establish Nevis as a category voice.
  • Maintain a consistent narrative across the website, social media, conferences, and sales materials.

Desired Qualifications

  • Familiarity with wealth management, registered investment advisors (RIAs), or financial services more broadly.
  • Experience marketing to enterprise buyers with long, multi-stakeholder sales cycles.
  • Experience building a product marketing function from the ground up rather than scaling an existing one.

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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