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Nevis Wealth

Automates financial advisor administrative workflows

Operations Manager - Product

Business OperationsConfirmed live in the last 24 hours
Full-timeNew York, NY, USAIn-person

About the Job

Requirements

  • At least 2 years of experience in operations, product strategy, consulting, or data-driven roles in high-growth environments.
  • A STEM degree or similarly quantitative discipline from a top-tier university.
  • Strong proficiency with SQL and Excel, with Python preferred.
  • Strong analytical, problem-solving, and critical reasoning skills.
  • Ability to work cross-functionally with engineering, product, and leadership teams.
  • Business acumen and curiosity about how products and systems work.
  • Ability to take ownership from idea to execution in a fast-paced, high-growth environment.
  • Fluency in written and spoken English.

Responsibilities

  • Partner with Product and Engineering teams to define and execute operational strategies that drive product success.
  • Analyze key product, user, and financial metrics to identify inefficiencies and growth opportunities.
  • Translate insights into actionable plans that improve customer experience, scalability, and profitability.
  • Lead and deliver high-impact, cross-functional projects across product, AI, and operations.
  • Help define product strategy and go-to-market plans for new features and verticals.
  • Build scalable processes and frameworks for tracking product performance and operational efficiency.
  • Bridge product development and business execution, ensuring alignment across teams.
  • Use SQL, Python, or other analytical tools to drive data-informed decisions.

Desired Qualifications

  • Experience in fintech, SaaS, or data-heavy products.
  • A background in strategy consulting, investment banking, or venture capital.
  • Familiarity with product analytics tools.
  • A track record of building or scaling technology products using data and customer insights.

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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