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Nevis Wealth

Automates financial advisor administrative workflows

In-House Legal Counsel

Legal Counsel & Legal SupportConfirmed live in the last 24 hours
Full-timeNew York, NY, USANo salary listedIn-person

About the Job

Requirements

  • J.D. and active membership in good standing with a U.S. state bar; New York admission is preferred.
  • Approximately 4–8 years of relevant legal experience.
  • Strong experience negotiating Software as a Service and technology commercial agreements.
  • Working knowledge of U.S. privacy laws and data processing agreements.
  • Experience supporting technology, financial technology, wealth technology, or business-to-business Software as a Service businesses.
  • Strong commercial judgment and the ability to balance legal risk with business objectives.
  • Ability to operate independently with limited structure and high ownership.
  • Interest in legal operations, automation, artificial intelligence tools, and process design.

Responsibilities

  • Own the full customer contracting lifecycle, including master service agreements, Software as a Service agreements, data processing agreements, nondisclosure agreements, order forms, security addenda, and vendor agreements.
  • Lead negotiations with enterprise customers, strategic partners, and key vendors.
  • Partner with Sales and Customer Success to improve contract velocity while managing legal risk.
  • Build scalable contract templates, negotiation playbooks, fallback positions, and approval processes.
  • Manage external counsel support when specialist expertise is required.
  • Support strategic commercial partnerships and business initiatives.
  • Own and evolve the company’s privacy and data governance framework.
  • Advise on U.S. privacy requirements, including the California Consumer Privacy Act, the California Privacy Rights Act, and emerging state privacy regimes, as well as UK General Data Protection Regulation obligations.
  • Negotiate customer data processing agreements and privacy-related contractual commitments.
  • Partner with Product, Engineering, and Security on data usage, artificial-intelligence-related product features, customer requirements, and information security matters.
  • Maintain privacy documentation, notices, and compliance records.
  • Support customer security reviews and legal responses to security questionnaires.
  • Manage board resolutions, governance records, corporate filings, and signing authorities.
  • Partner with Finance on equity administration and capitalization-table governance.
  • Support future fundraising, including investor diligence, financing documentation, and coordination with external counsel.
  • Build the company’s legal function from the ground up.
  • Design scalable legal workflows, approval processes, and knowledge-management systems.
  • Use artificial intelligence, automation, and legal technology tools to improve efficiency and reduce external counsel spending.
  • Create self-service guidance, playbooks, and training materials for internal stakeholders.
  • Establish metrics and reporting to measure legal team effectiveness.
  • Advise on employment and contractor matters across the United States and United Kingdom.
  • Support People Operations on policies and employment-related risk management.
  • Protect company intellectual property and advise on software licensing, open-source software, and artificial-intelligence-related legal developments.
  • Review marketing materials and external communications for legal risk.

Desired Qualifications

  • Prior startup or high-growth company experience.
  • Experience supporting venture-backed businesses through fundraising or scaling phases.
  • Familiarity with Delaware corporate law and venture financing transactions.
  • Exposure to financial technology, financial services, or regulated industries.
  • Experience implementing legal technology or workflow automation solutions.
  • Working knowledge of UK legal or privacy frameworks.

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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