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Nevis Wealth

Automates financial advisor administrative workflows

Deployment Strategist - Enterprise

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

About the Job

Requirements

  • Have 3 to 8 years of experience at a top-tier firm in management consulting, investment banking, private equity, or a high-growth technology startup, with demonstrated high-level performance and results.
  • Have prior experience in a Deployment Strategist, Forward Deployed Engineer, enterprise implementation, or commercial strategy role at a high-growth technology company, ideally with exposure to financial services or fintech.
  • Have a strong commercial instinct and the ability to navigate complex enterprise buying processes, manage multiple stakeholders, and close large deals.
  • Hold a degree in a STEM or related field from a top-tier university, or have equivalent demonstrated experience.
  • Communicate precisely and authoritatively in writing and speech, including board presentations and technical discussions with engineers.
  • Translate complex technical AI concepts for technical and non-technical audiences.
  • Use strong analytical and data fluency, including SQL, Python, or equivalent tools, to explore data, validate hypotheses, and build analyses.
  • Manage multiple complex enterprise relationships simultaneously with ownership and a bias for action.
  • Be authorized to work in the United States.

Responsibilities

  • Own large enterprise deals in United States wealth management end-to-end, from initial commercial conversations through AI deployment and account expansion.
  • Visit senior leadership at firms managing $10 billion to over $500 billion in assets under management to understand workflows, identify operational problems, and determine where Nevis creates value.
  • Build business cases and board-ready presentations that translate AI capabilities into commercial outcomes and drive customer leadership alignment and executive buy-in.
  • Partner with Forward Deployed Engineers to scope, configure, and deploy AI agents and automated workflows for advisor tasks.
  • Lead multiple complex, multi-stakeholder deployment projects, coordinating customer teams, Nevis engineers, and senior leadership.
  • Serve as the primary point of contact for customer C-suite executives throughout the commercial relationship.
  • Identify account expansion opportunities and develop proposals to grow deal value and deepen customer relationships.
  • Feed deployment learnings into the Nevis product and help shape its roadmap.
  • Build and deliver demos to open new customer relationships and expand existing ones across the United States wealth management market.

Desired Qualifications

  • Have prior experience in United States wealth management, financial services, or fintech.
  • Be familiar with the United States registered investment adviser landscape, including the structure, regulation, and operations of large advisory firms.
  • Have hands-on familiarity with large language model-powered workflows and tools such as ChatGPT, Claude, 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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