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Nevis Wealth

Automates financial advisor administrative workflows

Forward Deployed Engineer

Implementation & Technical Account ManagementConfirmed live in the last 24 hours
Full-timeLondon, UK

About the Job

Requirements

  • You have 3+ years in a forward deployed, solutions engineering, technical implementation or similar customer-facing engineering role at a high-growth technology company.
  • You are a strong engineer, with proficiency in Python and SQL and comfort working across systems, APIs and messy real-world data.
  • You have put large language models (LLMs) and agentic tooling into production, and have judgment about where they are reliable and where they are not.
  • You are precise about numbers and can distinguish when data cannot support an answer from an incorrect confident answer.
  • You can communicate technical work and its limitations clearly to non-engineers, including a chief operating officer.
  • You have low ego and high ownership, focusing on outcomes over credit.
  • You are comfortable with ambiguity and bring clarity to unstructured problems.
  • You are happy to travel and work onsite with customers.
  • A STEM degree from a top university, or equivalent demonstrated experience.

Responsibilities

  • Own the technical side of enterprise deployments end to end, from initial scoping through go-live and expansion.
  • Be the customer's main technical point of contact, working alongside their engineers, operations teams and leadership.
  • Understand how each firm operates deeply enough to translate its workflows into what Nevis builds, configures and automates for it.
  • Design and deliver the integrations and data flows a deployment depends on, working with engineering teams to make the pipes right.
  • Configure and deploy AI agents and automated workflows against real customer processes, and tune them until they hold up in production.
  • Build prototypes and demos quickly so customers can see what is possible before anyone commits to building it.
  • Diagnose and resolve technical issues in live deployments, and be honest with customers about what the platform can and cannot do.
  • Partner with Deployment Strategists on the commercial relationship, giving them the technical grounding that wins and grows accounts.
  • Feed field learnings back into the product, shaping the roadmap so future customers benefit.

Desired Qualifications

  • Prior experience in wealth management, financial services or fintech.
  • Familiarity with the United States registered investment adviser (RIA) landscape, including how large advisory firms are structured, regulated and operated.
  • Experience with data integration, pipelines or systems migration at enterprise scale.
  • Hands-on fluency using LLM-powered workflows and tools such as Claude, ChatGPT, Cursor or similar.

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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