Community Growth Lead
Nevis Wealth
Community Growth Lead
Nevis Wealth
Automates financial advisor administrative workflows
Nevis is building the world’s first AI wealth management platform. We are building the system financial advisors will run on for the next decade. Our AI completes work, automates workflows end to end, and frees advisors to spend more time with clients. In the future, every wealth management firm will run on Nevis.
Nevis was founded by an exceptional team of ex-Revolut executives and has raised $110 million in just two years, including a $70 million Series B led by EQT Ventures & Growth, backed by world-leading investors including Sequoia Capital, ICONIQ, and Ribbit.
Nevis is looking for a Community Growth Lead to partner with our CEO and sales team on building relationships with senior leaders at the largest and fastest-growing wealth management firms in the US. This person will own our executive engagement strategy: which events matter, who our leadership and sales team need to meet, and the curated experiences that turn those relationships into pipeline.
Build and own a quarterly executive engagement plan tied to revenue targets. Pick the industry conferences and events where Nevis needs to be, and decide how our team shows up at each one.
Coordinate high-profile executive events, including dinners, summits and signature moments at major industry conferences, managing RSVP tracking, attendee lists, confirmed and waitlist statuses, and guest data such as firm, title, AUM, pipeline and relationship history to support invite strategy.
Build our team’s agenda at every event, including one-on-one meetings, coffees and hosted dinners. Use account data such as pipeline, deal stage and relationship history to decide who we meet and why.
Design and host invite-only experiences for senior executives at our target firms, such as private dinners around major conferences and curated luxury experiences. Manage the agencies and vendors who handle logistics.
Prepare briefings before each meeting, and own the follow-up afterwards to move relationships forward.
Track and report on meetings secured, pipeline generated and influenced, and ROI by event and experience.
8+ years in executive engagement, client experience, private banking or wealth management, luxury hospitality, or an Office of the CEO / chief of staff role.
A track record of building trusted relationships with C-suite and high-net-worth audiences.
Commercially minded, with experience tying relationship and event programs to pipeline and revenue.
Strong judgment, discretion and executive presence.
Based in or willing to relocate to New York City, with frequent travel across the US.
Authorized to work in the United States.
Familiarity with the wealth management or financial services landscape.
Experience planning executive programs around major industry conferences.
Experience building an executive engagement program from 0 to 1.
Grow Faster – We're scaling quickly, giving you significant opportunities to learn, lead, and shape your career and the company's future.
Work That Matters – Nevis AI agents are already deployed inside institutions managing hundreds of billions of dollars in assets. You'll help the industry's most influential firms understand what's possible.
Redefine an Industry – Wealth management is one of the largest, slowest-moving markets. We rewrite the playbook with AI-first tools built for advisors.
Financial Rewards – We hire the best and invest in you. That means competitive comp, meaningful equity, and excellent benefits. We believe strongly in internal promotion and career growth.
Competitive total comp, including meaningful equity
Flexible paid time off
Comprehensive insurance: medical, dental, vision, life, and disability
401(k) with employer match
Choose any laptop, monitor, and setup you need
Daily food delivery credit, 7 days a week
Safe ride home when you're working late
A modern, centrally located NYC office built for deep work and fast collaboration
Join early and grow your career faster than at a traditional firm
Nevis is an equal opportunity employer. We are committed to building a diverse and inclusive team and welcome applicants from all backgrounds.
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.
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