---
title: 'Enterprise Account Executive at Nevis Wealth'
canonical: 'https://feeny.ai/job/enterprise-account-executive-nevis-wealth-new-york-fdwe50p00kcg'
type: 'job'
last_seen: '2026-09-12'
---

# Enterprise Account Executive at Nevis Wealth

- **Company:** Nevis Wealth
- **Location:** New York, NY
- **Employment:** full-time
- **Work type:** onsite
- **Posted:** 2025-11-28
- **Last confirmed live:** 2026-09-12
- **Apply:** https://jobs.ashbyhq.com/nevis/9e798069-6077-4f84-a4bb-fc909e616380

## Job description

## About Nevis

Nevis is building the world’s first AI wealth management platform. We are building the system financial advisors will run on for the next decade. Our AI completes work, automates workflows end to end, and frees advisors to spend more time with clients. In the future, every wealth management firm will run on Nevis. Nevis was founded by an exceptional team of ex-Revolut executives and has raised a total of $40 million from world leading investors including Sequoia Capital, ICONIQ and Ribbit.

## The Role

We are hiring our first Enterprise Account Executives to scale Nevis’ go to market motion. This is a rare opportunity to join a hyper growth AI startup at the earliest stage of commercialisation and own relationships with some of the most sophisticated wealth management firms in the US. As an Enterprise AE, you will run the full sales cycle from outbound sourcing to multi threaded enterprise deals. You will partner directly with the CEO and founding team, work closely with product, and help shape how Nevis becomes the default AI platform for wealth management. If you want to sell a category defining product, move fast, and close meaningful enterprise business, this role is for you.

## What You’ll Do

- Own a new logo and expansion quota across top RIAs and private wealth management firms.
- Build senior leadership and C-suite relationships, map complex organizations, and develop multi threaded deal strategies.
- Conduct deep discovery, articulate clear ROI, and run pilots tied to measurable outcomes.
- Build executive ready business cases and guide firms through procurement, due diligence, security, compliance, and legal review.
- Manage deals end to end from prospecting and qualification through multi year enterprise agreements.
- Collaborate with Post Sales to drive successful customer onboarding, renewals, and upsells.
- Provide structured feedback to product and GTM teams to influence roadmap and positioning.
- Consistently deliver ARR targets while maintaining a high quality, well managed pipeline.

## Who You Are

- 5+ years selling and closing complex SaaS deals, ideally in enterprise or regulated industries.
- A track record of closing 500k to 1M ARR deals and hitting quota in high growth environments.
- Strong command of enterprise sales frameworks such as MEDDPICC or Command of the Message.
- Ability to simplify advanced AI concepts and communicate clear ROI to executives.
- Obsessed with pipeline generation and disciplined deal management.
- A startup mindset. Autonomous, adaptable, fast moving, and hungry to win.
- Excellent communicator who can work cross functionally with product and engineering.
- Comfortable with ambiguity and excited to build the early sales foundation of a company.

## Nice to Have

- Experience selling into RIAs, wealth management firms, custodians, or broader financial services.
- Familiarity with AI or ML, data privacy, or enterprise information security.
- Prior experience in Seed or Series A stage startups.

Why Join Nevis?

- Work directly with a high calibre founding team backed by Sequoia, ICONIQ and Ribbit.
- Build the commercial engine of one of the most ambitious AI companies in the world.
- Operate in a fast moving environment where you have real ownership and responsibility.
- Sell a product that is transforming an industry with trillions in assets.
- The chance to define the future of wealth management and your own career trajectory.

## 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/)

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