---
title: 'Forward Deployed Engineer at Nevis Wealth'
canonical: 'https://feeny.ai/job/forward-deployed-engineer-nevis-wealth-new-york-9c3vxk7gs5am'
type: 'job'
last_seen: '2026-09-05'
---

# Forward Deployed Engineer at Nevis Wealth

- **Company:** Nevis Wealth
- **Location:** New York, NY
- **Employment:** full-time
- **Work type:** onsite
- **Posted:** 2026-08-26
- **Last confirmed live:** 2026-09-05
- **Apply:** https://jobs.ashbyhq.com/nevis/0cb7ff64-7130-43c2-aadc-f49e15d6f6f8

## 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 Forward Deployed Engineer to be the technical counterpart for our customers and make sure every implementation succeeds.

When one of the largest wealth management firms in the country decides to run on Nevis, you are the engineer in the room with them. You learn how their business actually works, translate that into what we build and configure, and own the technical side of the deployment from first workshop to a platform their advisors use every day. You work with their engineers, their operations team and their vendors, and you stay their technical point of contact long after go-live.

The work spans whatever the deployment needs: integrations with the systems they already run, getting their data into our platform, configuring and deploying AI agents and workflows against their real processes, prototyping fast to show what is possible, and being the person who diagnoses it when something does not behave the way anyone expected.

You will be trusted by the customer and relied on internally, so two things have to be true at once. You have to be precise, because these firms make decisions on the numbers we show them. And you have to move fast with whatever tools get you there, because the problems are novel and nobody is handing you a specification

## WHAT YOU’LL DO

- Own the technical side of enterprise deployments end to end, from initial scoping through go-live and expansion
- Be the customer's main technical point of contact, working alongside their engineers, operations teams and leadership
- Understand how each firm operates deeply enough to translate their workflows into what Nevis builds, configures and automates for them
- Design and deliver the integrations and data flows a deployment depends on, working with our engineering teams to make the pipes right
- Configure and deploy AI agents and automated workflows against real customer processes, and tune them until they hold up in production
- Build prototypes and demos fast, so customers can see what is possible before anyone commits to building it
- Diagnose and resolve technical issues in live deployments, and be honest with customers about what the platform can and cannot do
- Partner with Deployment Strategists on the commercial relationship, giving them the technical grounding that wins and grows accounts
- Feed what you learn in the field back into the product, shaping the roadmap so every future customer inherits it

## WHO YOU ARE

- You have 3+ years in a forward deployed, solutions engineering, technical implementation or similar customer-facing engineering role at a high-growth technology company
- You are a strong engineer. Python and SQL are second nature, and you are comfortable working across systems, APIs and messy real-world data
- You have put LLMs and agentic tooling into production, and you have judgment about where they are reliable and where they are not
- You build fast. You would rather ship something working and iterate than design something perfect on paper
- You are precise about numbers. You know the difference between an honest "the data cannot answer that" and a confident wrong answer, and you know which one costs more
- You communicate exceptionally well with people who are not engineers. You can walk a COO through what you built and where it is weak without losing them
- You have low ego and high ownership. You do what needs to be done and the outcome matters more than the credit
- You are comfortable with ambiguity, and you bring clarity to unstructured problems rather than frustration
- You are happy to travel and work onsite with customers
- STEM degree from a top university, or equivalent demonstrated experience

## NICE TO HAVE

- Prior experience in wealth management, financial services or fintec
- Familiarity with the US RIA landscape, including how large advisory firms are structured, regulated and operated
- Experience with data integration, pipelines or systems migration at enterprise scale
- You are at the frontier of using LLM-powered workflows in your day-to-day work, with hands-on fluency across tools like Claude, ChatGPT, Cursor or similar

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
- 15 days’ annual leave & Bank Holidays
- 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/)

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