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Nevis Wealth

Automates financial advisor administrative workflows

Founding Mid-Market Account Executive

Account ExecutiveConfirmed live in the last 24 hours
Full-timeNew York, NY, USA$180k - $200k /yrHybrid

About the Job

Requirements

  • At least 3 years of closing B2B SaaS or AI deals, ideally in a full-cycle, velocity, or mid-market role.
  • A track record of consistently exceeding quota, with performance numbers the candidate can clearly explain.
  • Experience closing $50,000 to $250,000 ARR deals in short sales cycles.
  • Ability to simplify advanced AI concepts and communicate clear return on investment to business leaders.
  • Ability to run many deals simultaneously in an organized and disciplined manner.
  • A startup mindset, with autonomy, adaptability, and ability to work in a fast-moving environment.

Responsibilities

  • Own a new-logo quota across growing registered investment advisers and independent wealth management firms.
  • Build and manage a high-volume pipeline through outbound prospecting, events, referrals, and inbound leads.
  • Run structured discovery, quantify business impact, and manage multi-stakeholder buying processes through close.
  • Navigate security, compliance, and procurement reviews efficiently while maintaining momentum.
  • Partner with Post Sales to drive successful onboarding, adoption, and expansion.
  • Maintain strong customer relationship management hygiene and operate on a clear weekly cadence.
  • Consistently exceed annual recurring revenue targets while maintaining a disciplined, accurate pipeline and forecast.

Desired Qualifications

  • Experience selling into registered investment advisers, wealth management firms, custodians, or broader financial services.
  • Experience selling AI, automation, or workflow software.
  • Experience building or scaling a new segment or sales motion from the ground up.

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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