--- title: 'Customer Success Manager - Remote at Nevis Wealth' canonical: 'https://feeny.ai/job/customer-success-manager-remote-nevis-wealth-united-states-sp1b5q0760mj' type: 'job' last_seen: '2026-09-12' --- # Customer Success Manager - Remote at Nevis Wealth - **Company:** Nevis Wealth - **Location:** United States - **Employment:** full-time - **Work type:** remote - **Posted:** 2025-12-23 - **Last confirmed live:** 2026-09-12 - **Apply:** https://jobs.ashbyhq.com/nevis/d7f67a70-2956-41b2-a015-e3f127b36d2c ## Job description ## About Nevis Nevis is building the world’s first AI wealth management platform. In just 9 months, Nevis has grown to have over $50 billion of assets under management on its platform and is on track to have over $100 billion by the end of this year. Nevis is also backed by world leading investors and has raised a total of $40 million from Sequoia Capital, ICONIQ and Ribbit. Together it makes Nevis one of the highest funded and fastest growing Series A startups in Europe. ## The Role We are looking for a mission-driven Customer Success Manager to help make our customer base fall in love with our products. In this role, you will act as the human interface between our Product team and the community of Registered Investment Advisors (RIAs) that use Nevis every day. You’ll work directly with some of the most accomplished investment professionals in the world to ensure they can make the most of Nevis, turbocharge their operations and enable them to spend less time at their desk and more with their clients. You’ll also be in charge of the feedback loop that brings fresh and non-obvious insights from the field into our offices. You’ll work closely with a hyper-talented team of AI engineers, researchers and designers to help build the next generation of AI-powered solutions for the wealth management industry. You’ll thrive here if you are genuinely obsessed with empowering people with elegant, cutting-edge technology and if solving problems for others fast puts a smile on your face at the end of the day. ## What You’ll Do - Own the relationship with Nevis’ actual daily users, from onboarding to power-user award. - Build processes and tools to monitor and drive engagement with our products. - Research all the possible ways in which Nevis works and does not work for our customers by observing and talking directly with them. A lot. - Document and introduce new products and features to customers to ensure they are fully understood and used. - Collect, structure and deliver insightful product feedback to the most relevant stakeholders within our Product team. - Provide relevant, granular and timely insights to help our founders and team members prioritize at all levels - from commercial strategy to new product development. ## Who You Are - You have 4+ years of experience in strategy consulting or in client-facing roles within high-growth tech companies. - You have excellent communication skills and exceptional EQ: empathic, thoughtful and to the point. People can’t wait to have a question for you. - You are a practical problem-solver. - You have a borderline-pathological obsession with productivity - Both personal and professional. - Spending time with others and helping them do their best work gives you energy. You love hearing people say “wow” in response to what you have to show them. - You are the one telling your friends and family about new tech products and how to use them. - You are excited about the Wealth Management industry. ## Nice to have - You are based in the United States and like to travel. - You have prior experience building tech products. - You have prior experience in the Wealth Management industry - as a worker, as a client, or both. Why Join Nevis? - Work alongside a high-calibre founding team backed by some of the best investors in the world. - A fast-paced, high-growth environment with the opportunity to shape how the business operates. - Be part of a mission-driven company transforming the wealth management industry with huge potential for global impact. - Private medical insurance. - Competitive salary and benefits package, including company equity. ## About Nevis Wealth ## Company Overview - **One-liner**: Nevis is the first unified AI platform purpose-built for wealth management, automating end-to-end administrative workflows so financial advisors can focus on client service and growth. - **Entity Type**: Private (Series A) - **Headquarters**: New York, New York, United States - **Founded**: 2024 - **Founders**: Mark Swan (CEO & Co-Founder), Philipp Burda (CPO & Co-Founder), Ivan Chalov (COO & Co-Founder) ## Core Business - **Primary Industry**: AI-powered wealth management software / Fintech - **Target Customers**: Registered Investment Advisors (RIAs), multi-family offices, and wealth management firms of all sizes (from independent advisors to national enterprises managing $50B+ in assets). - **Mission/Purpose**: To free financial advisors from administrative work so they can focus entirely on growth and delivering world-class client service, ultimately expanding access to high-quality financial advice. ## Products & Services - **[Nevis Platform]**: A unified AI platform that automates the entire advisor workflow. Key features include: - **AI Search**: Intelligent, unified search across all client systems to find relevant information in seconds. - **Smart Meeting Prep**: Generates intelligent client briefs before every meeting. - **Meeting Summary**: Captures AI meeting summaries with deep contextual awareness. - **Automated Task Generation**: Turns every client touchpoint into actionable tasks. - **Client-Ready Emails**: Sends personalized client emails automatically in the advisor's tone of voice. - **Account Opening**: Automates data collection and submissions for opening new custodian accounts. ## Market Standing - **Valuation**: Not publicly disclosed. - **Key Metric**: **$40M in total funding** raised in under a year. This includes a $5M Seed round (Dec 2024) and a $35M Series A (Dec 2025). - **Notable Investors/Partners**: Sequoia Capital (led both rounds), ICONIQ Growth, Ribbit Capital. - **Growth Signals**: - Hyper-growth: Headcount grew 33 employees with a **12.2% monthly growth rate**, with 17 active job postings. - Already supports RIAs managing **over $50 billion in assets**. - Expanding globally with operations in the US, UK, Spain, Portugal, UAE, and France. - Named the "fastest growing wealth management tech startup." ## Competitive Advantages - **First-Mover & Unified Platform**: The first AI platform to unify the entire advisor workflow, moving beyond point solutions that bolt AI onto legacy systems. - **Enterprise-Grade Security**: SOC 2 Type I certified, with agreements with OpenAI and Anthropic for enhanced data privacy. The company guarantees it never uses client data to train AI models. - **Founding Team from Revolut**: The three co-founders are ex-Revolut leaders who helped build one of the world’s top digital banks, bringing deep experience in scaling complex, regulated financial products. - **Top-Tier Investors**: Backed by Sequoia Capital, ICONIQ, and Ribbit Capital, providing significant capital, credibility, and strategic network effects in the fintech space. ## Strategic Focus - **Product Velocity**: Rapidly expanding the platform’s capabilities to cover more of the advisor workflow. - **Customer Acquisition**: Onboarding new wealth management firms at a rapid pace, with a focus on both large national RIAs and smaller, high-growth firms. - **Talent Acquisition**: Aggressively hiring to scale the engineering, product, and go-to-market teams to meet market demand. - **Global Expansion**: Expanding its footprint beyond the US into European markets (UK, Spain, Portugal) and the Middle East (UAE). ## Why Work Here - **Hyper-Growth Career Trajectory**: The company promises career growth "5x faster than at a traditional company" and promotes based on impact, not tenure. - **World-Class Team**: Join a team of builders, designers, and engineers from top companies like Revolut, Sequoia, and ICONIQ. - **Top of Market Compensation**: Offers competitive pay and meaningful equity ("When we win, you win"). - **High-Performance Environment**: A culture of velocity, ownership, and relentless execution. - **Perks**: - Daily food delivery credits (7 days/week). - Late-night ride support for shipping important work. - Best-in-class equipment (choose your own laptop, monitor, setup). - Modern, centrally-located office HQ built for deep work and collaboration. - **Work Model**: The company is **office-first** with a "world class office space" in New York, emphasizing in-person collaboration for high-performance teams. ## Sources 1. [neviswealth.com](https://www.neviswealth.com/) 2. [neviswealth.com/about](https://www.neviswealth.com/about/) 3. [neviswealth.com/careers](https://www.neviswealth.com/careers/) 4. [linkedin.com/company/neviswealth](https://www.linkedin.com/company/neviswealth) 5. [neviswealth.com/news/nevis-raised-40m](https://www.neviswealth.com/news/nevis-raised-40m/) ## Other roles at Nevis Wealth - [Forward Deployed Engineer](https://feeny.ai/job/forward-deployed-engineer-nevis-wealth-new-york-9c3vxk7gs5am) — New York, NY - [Senior iOS Engineer](https://feeny.ai/job/senior-ios-engineer-nevis-wealth-london-pdna4hgesv05) — London, United Kingdom - [Forward Deployed Engineer](https://feeny.ai/job/forward-deployed-engineer-nevis-wealth-london-hx1tqa08hwr4) — London, United Kingdom - [Founding GTM Recruiter](https://feeny.ai/job/founding-gtm-recruiter-nevis-wealth-united-states-qky3t729fhjv) — United States - [Marketing Lead – Product Marketing](https://feeny.ai/job/marketing-lead-product-marketing-nevis-wealth-new-york-yfn74btvjd7z) — New York, NY - [Marketing Lead - Events & Field Marketing](https://feeny.ai/job/marketing-lead-events-field-marketing-nevis-wealth-new-york-x27sa0ts5ze4) — New York, NY - [Legal Counsel](https://feeny.ai/job/legal-counsel-nevis-wealth-new-york-nn1d22fmz9cc) — New York, NY - [Product Designer](https://feeny.ai/job/product-designer-nevis-wealth-new-york-qpmt4ctvbx5q) — New York, NY - [Product Designer](https://feeny.ai/job/product-designer-nevis-wealth-london-p1j19na98r6r) — London, United Kingdom - [Founder's Associate (CEO Office)](https://feeny.ai/job/founder-s-associate-ceo-office-nevis-wealth-new-york-ycv4g0pwqsx9) — New York, NY