Full-Time

Product Designer

Nevis Wealth

Nevis Wealth

11-50 employees

Automates financial advisor administrative workflows

No salary listed

London, UK

Remote

Category
UI/UX & Design (1)
Required Skills
Figma

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Requirements
  • Prior experience designing complex multi-user products with high data density.
  • Ability to simplify complex, multi-step workflows into clear and obvious designs.
  • Comfortable with ambiguity and able to partner with Product Owners and Engineers to define what to build, not just how.
  • Proficiency in design and prototyping using Figma.
  • Experience with AI design tools such as Claude Code and Cursor.
Responsibilities
  • Own the design in your product area, from problem definition to shipping.
  • Move fast, ship often and see your work in the hands of real users.
  • Talk to advisors to understand their problems and inform your design.
  • Design and prototype in Figma and AI tools like Claude Code and Cursor.
  • Use and improve our design system, raising the bar for consistency and quality.
  • Give and receive direct feedback and iterate toward the best solution.

Nevis Wealth provides a unified AI platform that automates administrative and operational tasks for financial advisors. The platform integrates with a firm’s existing systems to deliver AI-powered meeting summaries, task generation, client briefs, cross-system search, automated client emails, and streamlined account opening, helping advisors work more efficiently. It differentiates itself by targeting wealth management firms and RIAs with end-to-end workflow automation across the advisory process, backed by a large Series A funding round to scale the product. The company aims to reduce the time advisors spend on non-client work so they can focus on client service and grow their practice.

Company Size

11-50

Company Stage

Series A

Total Funding

$40M

Headquarters

New York City, New York

Founded

2024

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Simplify Jobs

Simplify's Take

What believers are saying

  • AlTi Global deployment validates enterprise demand across a $90 billion adviser base.
  • $40 million funding supports product scaling and operational expansion.
  • Subscription pricing and tiered plans fit firms of different sizes.

What critics are saying

  • Incumbent wealth-tech vendors can copy bundled workflow automation quickly.
  • Anthropic dependence exposes product quality, pricing, and margins to external decisions.
  • Large RIAs face long sales cycles, integration friction, and security scrutiny.

What makes Nevis Wealth unique

  • Unified AI platform automates wealth-advisor workflows end to end.
  • Integrates fragmented CRM, custodial, planning, and communication systems into one data layer.
  • Backed by former Revolut operators with enterprise wealth-tech experience.

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Benefits

Health Insurance

Paid Vacation

Company Equity

Growth & Insights

Headcount

6 month growth

-2%

1 year growth

-2%

2 year growth

-2%