---
title: 'Legal Counsel at Nevis Wealth'
canonical: 'https://feeny.ai/job/legal-counsel-nevis-wealth-new-york-nn1d22fmz9cc'
type: 'job'
last_seen: '2026-09-05'
---

# Legal Counsel at Nevis Wealth

- **Company:** Nevis Wealth
- **Location:** New York, NY
- **Employment:** full-time
- **Work type:** onsite
- **Posted:** 2026-07-15
- **Last confirmed live:** 2026-09-05
- **Apply:** https://jobs.ashbyhq.com/nevis/42b07c82-ae72-4116-a9d6-b202be4eb1f3

## Job description

## ABOUT NEVIS

Nevis is building the AI platform for wealth management. We help financial advisors and their teams automate operational work end-to-end, enabling them to spend less time on administration and more time serving clients. Headquartered in New York and London, we're backed by Sequoia Capital, ICONIQ, and Ribbit, and have raised $40 million to build the next generation of technology for the wealth management industry.

As we continue to scale, we're hiring our first In-House Legal Counsel to build and lead the legal function. Working directly with the founders and executive team, you'll establish the legal foundations of the business while partnering across commercial, corporate, employment, privacy, compliance, fundraising, and operational matters. This is a rare opportunity to shape how legal operates at one of the fastest-growing companies in wealth management.

## THE ROLE

Reporting to the CEO, you will be Nevis Wealth's first dedicated legal hire and a trusted advisor to leadership across the business.

This is a builder role. We are looking for someone who enjoys creating systems, improving processes, leveraging technology, and helping a company scale responsibly. You'll own the legal function from the ground up while working closely with Sales, Product, Finance, People, Security, and the executive team.

## WHAT YOU'LL DO

## COMMERCIAL CONTRACTING & REVENUE SUPPORT

- Own the full customer contracting lifecycle, including MSAs, SaaS agreements, DPAs, NDAs, order forms, security addenda, and vendor agreements
- Lead negotiations with enterprise customers, strategic partners, and key vendors
- Partner closely with Sales and Customer Success to improve contract velocity while managing legal risk
- Build scalable contract templates, negotiation playbooks, fallback positions, and approval processes
- Manage external counsel support where specialist expertise is required
- Support strategic commercial partnerships and business initiatives

## DATA PRIVACY, SECURITY & PRODUCT COUNSELING

- Own and evolve Nevis Wealth's privacy and data governance framework
- Advise on US privacy requirements (CCPA/CPRA and emerging state privacy regimes) as well as UK GDPR obligations
- Negotiate customer DPAs and privacy-related contractual commitments
- Partner with Product, Engineering, and Security teams on data usage, AI-related product features, customer requirements, and information security matters
- Maintain privacy documentation, notices, and compliance records
- Support customer security reviews and legal responses to security questionnaires

## CORPORATE GOVERNANCE & FUNDRAISING

- Manage board resolutions, governance records, corporate filings, and signing authorities
- Partner with Finance on equity administration and cap table governance
- Support future fundraising activity, including investor diligence, financing documentation, and coordination with external counsel

## LEGAL OPERATIONS, AUTOMATION & PROCESS DESIGN

- Build Nevis Wealth's legal function from the ground up
- Design scalable legal workflows, approval processes, and knowledge management systems
- Leverage AI, automation, and legal technology tools to improve efficiency and reduce external counsel spend
- Create self-service guidance, playbooks, and training materials for internal stakeholders
- Establish metrics and reporting to measure legal team effectiveness

## EMPLOYMENT, IP & GENERAL LEGAL SUPPORT

- Advise on employment and contractor matters across the US and UK
- Support People Operations on policies and employment-related risk management
- Protect company intellectual property and advise on software licensing, open-source software, and AI-related legal developments
- Review marketing materials and external communications for legal risk

## WHO ARE WE LOOKING FOR

- J.D. and active membership in good standing with a US state bar (New York preferred)
- Approximately 4–8 years of relevant legal experience
- Strong experience negotiating SaaS and technology commercial agreements
- Working knowledge of US privacy laws and data processing agreements
- Experience supporting technology, fintech, wealth tech, or B2B SaaS businesses
- Strong commercial judgment and ability to balance legal risk with business objectives
- Comfortable operating independently with limited structure and high ownership
- Interest in legal operations, automation, AI tools, and process design

## NICE TO HAVE

- Prior startup or high-growth company experience
- Experience supporting venture-backed businesses through fundraising or scaling phases
- Familiarity with Delaware corporate law and venture financing transactions
- Exposure to fintech, financial services, or regulated industries
- Experience implementing legal technology or workflow automation solutions
- Working knowledge of UK legal or privacy frameworks

## WHAT SUCCESS LOOKS LIKE

Within your first 12 months, you will:

- Establish scalable legal processes that support business growth
- Improve contract turnaround times and reduce friction in the sales process
- Build practical privacy and governance frameworks appropriate for a scaling fintech
- Reduce reliance on external counsel for routine matters
- Become a trusted advisor to leadership across commercial, corporate, and operational matters

## WHY JOIN NEVIS

- Build the legal function from the ground up
- Work directly with the executive team
- Influence company strategy during a critical stage of growth
- Gain broad exposure across commercial, privacy, corporate, product, and fundraising matters
- Opportunity to grow into the company's senior legal leadership role as the business scales

## 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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