---
title: 'Founding Mid-Market Account Executive at Nevis Wealth'
canonical: 'https://feeny.ai/job/founding-mid-market-account-executive-nevis-wealth-new-york-vkt964ysm1gb'
type: 'job'
last_seen: '2026-11-07'
---

# Founding Mid-Market Account Executive at Nevis Wealth

- **Company:** Nevis Wealth
- **Location:** New York, NY
- **Compensation:** $180k–$200k
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-11-03
- **Last confirmed live:** 2026-11-07
- **Apply:** https://jobs.ashbyhq.com/nevis/2c75b55f-3035-4c98-b572-21ac49763557

## 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 $110 million in just two years, including a $70 million Series B led by EQT Ventures & Growth, backed by world-leading investors including Sequoia Capital, ICONIQ, and Ribbit.

## THE ROLE

We are hiring our founding Mid-Market Account Executives to accelerate Nevis' go to market motion. This is a rare opportunity to join a hyper growth AI startup at the earliest stage of commercialisation and bring Nevis to hundreds of growing RIAs and wealth management firms across the US. This is a builder's seat: you'll be sourcing pipeline, running the sales cycle, and co-creating the GTM engine that MM AEs will run on.

## WHAT YOU'LL DO

- Own a new logo quota across growing RIAs and independent wealth management firms.
- Build and manage a high volume pipeline through outbound, events, referrals and inbound.
- Run structured discovery, quantify business impact, and manage multi-stakeholder buying processes to close.
- Navigate security, compliance and procurement reviews quickly without losing momentum.
- Partner with Post Sales to drive successful onboarding, adoption and expansion.
- Maintain strong CRM hygiene and operate on a clear weekly cadence.
- Consistently beat ARR targets while keeping a disciplined, accurate pipeline and forecast.

## WHO YOU ARE

- 3+ years of closing B2B SaaS/AI deals, ideally in a full cycle, velocity or mid-market role.
- A track record of consistently beating quota, with numbers you can clearly walk through.
- Experience closing $50K to $250K ARR deals in short sales cycles.
- Highly ambitious and competitive. You set high goals, hold yourself accountable to them, and want to grow quickly.
- A natural hunter who loves prospecting and closing deals in a high paced environment.
- Able to simplify advanced AI concepts and communicate clear ROI to business leaders.
- Organised and disciplined, comfortable running many deals at once without dropping the ball.
- A startup mindset. Autonomous, adaptable, fast moving, and hungry to win.

## NICE TO HAVE

- Experience selling into RIAs, wealth management firms, custodians, or broader financial services.
- Experience selling AI, automation or workflow software.
- Experience building or scaling a new segment or motion from the ground up.

## 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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- [Forward Deployed Engineer](https://feeny.ai/job/forward-deployed-engineer-nevis-wealth-new-york-9c3vxk7gs5am) — New York, NY
- [iOS Engineer](https://feeny.ai/job/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
- [Marketing Lead – Product Marketing](https://feeny.ai/job/marketing-lead-product-marketing-nevis-wealth-new-york-yfn74btvjd7z) — New York, NY
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