AI that helps financial advisors grow and spend more time with clients. Backed by Sequoia and ICONIQ.
About the role
This is an intensely commercial role. You will own some of the largest and most complex enterprise deals in the wealth management industry, end-to-end. That means understanding a firm's business deeply enough to identify where AI creates the most value, building the business case that compels their leadership to act, and then leading the deployment that delivers it. You will be the person our customers trust most, and the person internally who ensures that trust is never misplaced.
What they're looking for
- A strong commercial instinct. You understand how to navigate complex enterprise buying processes, manage multiple stakeholders, and close large deals
- Degree in a STEM or related field from a top-tier university, or equivalent demonstrated experience
- Outstanding communication skills. You write with precision and speak with authority, whether presenting to a board or working through a technical problem with an engineer
- Ability to translate complex and highly technical AI concepts to both technical and non-technical audiences without losing either room
- Strong analytical and data fluency. Comfortable with SQL, Python, or equivalent tools to explore data, validate hypotheses, and build compelling analyses
- Proven ability to manage multiple complex enterprise relationships simultaneously, with extreme ownership and a strong bias for action
More about this role
Nevis is building the world's leading AI platform for wealth management. Our AI completes work, automates workflows end to end, and frees financial advisors to spend more time with clients. In the future, every wealth management firm will run on Nevis.
Founded by an exceptional team of ex-Revolut executives, Nevis has raised $40 million from Sequoia Capital, ICONIQ, and Ribbit Capital. We work exclusively with the largest and fastest-growing wealth management firms in the United States.
At its core, the Deployment Strategist role is about turning one of the most significant technological shifts in financial services into a commercial reality. The largest wealth management firms in the United States know that AI will transform how they operate. They come to Nevis with a belief that the only way to serve more clients, retain more assets, and scale their business is to fundamentally change how their advisors work. Deployment Strategists are responsible for making that belief a reality.
This is an intensely commercial role. You will own some of the largest and most complex enterprise deals in the wealth management industry, end-to-end. That means understanding a firm's business deeply...
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