N

Nevis Wealth

Automates financial advisor administrative workflows

Forward Deployed Engineer

Implementation & Technical Account ManagementConfirmed live in the last 24 hours
Full-timeNew York, NY, USA

About the Job

Requirements

  • Have 3 or more years of experience in a forward-deployed, solutions engineering, technical implementation, or similar customer-facing engineering role at a high-growth technology company.
  • Be a strong engineer with working knowledge of Python and SQL, and be comfortable working across systems, application programming interfaces, and messy real-world data.
  • Have put large language models and agentic tooling into production, with judgment about their reliability.
  • Be precise about numbers and distinguish when data cannot support an answer from a confident but incorrect answer.
  • Communicate effectively with non-engineers, including explaining technical work and its limitations to a chief operating officer.
  • Be comfortable with ambiguity and bring clarity to unstructured problems.
  • Be willing to travel and work onsite with customers.
  • Have 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.
  • Serve as the customer's main technical point of contact, working alongside customer engineers, operations teams, and leadership.
  • Understand how each firm operates and translate its workflows into what Nevis builds, configures, and automates.
  • Design and deliver the integrations and data flows required for deployments, working with internal engineering teams.
  • Configure and deploy AI agents and automated workflows against customer processes, and tune them for production.
  • Build prototypes and demos quickly so customers can see what is possible before committing to development.
  • Diagnose and resolve technical issues in live deployments, and communicate honestly about platform capabilities and limitations.
  • Partner with Deployment Strategists on the commercial relationship by providing technical grounding to win and grow accounts.
  • Feed lessons learned from deployments back into the product and shape the roadmap.

Desired Qualifications

  • Prior experience in wealth management, financial services, or fintech.
  • Familiarity with the U.S. registered investment adviser landscape, including the structure, regulation, and operation of large advisory firms.
  • Experience with data integration, pipelines, or systems migration at enterprise scale.
  • Hands-on familiarity with 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

Recently Posted Jobs

Explore more opportunities at Nevis Wealth

See more jobs