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Nevis Wealth

Automates financial advisor administrative workflows

Enterprise Account Executive

Account ExecutiveConfirmed live in the last 24 hours
Full-timeNew York, NY, USANo salary listedHybrid

About the Job

Requirements

  • At least 5 years of experience selling and closing complex software-as-a-service deals, ideally in enterprise or regulated industries.
  • A track record of closing deals worth $500,000 to $1,000,000 in annual recurring revenue and achieving quota in high-growth environments.
  • Strong command of enterprise sales frameworks such as MEDDPICC or Command of the Message.
  • Ability to simplify advanced artificial intelligence concepts and communicate clear return on investment to executives.
  • Experience generating pipeline and managing deals with discipline.
  • Ability to work autonomously and adapt quickly in a startup environment.
  • Ability to work cross-functionally with product and engineering.
  • Comfort with ambiguity and interest in building an early sales foundation.

Responsibilities

  • Own a new-logo and expansion quota across top registered investment advisers and private wealth management firms.
  • Build relationships with senior leaders and C-suite executives, map complex organizations, and develop multi-threaded deal strategies.
  • Conduct deep discovery, articulate clear return on investment, and run pilots tied to measurable outcomes.
  • Build executive-ready business cases and guide firms through procurement, due diligence, security, compliance, and legal review.
  • Manage deals end to end, from prospecting and qualification through multi-year enterprise agreements.
  • Collaborate with post-sales teams to support successful customer onboarding, renewals, and upsells.
  • Provide structured feedback to product and go-to-market teams to influence roadmap and positioning.
  • Consistently deliver annual recurring revenue targets while maintaining a high-quality, well-managed pipeline.

Desired Qualifications

  • Experience selling to registered investment advisers, wealth management firms, custodians, or the broader financial services industry.
  • Familiarity with artificial intelligence or machine learning, data privacy, or enterprise information security.
  • Prior experience at seed- or Series A-stage startups.

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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