---
title: 'Marketing Lead - Events & Field Marketing at Nevis Wealth'
canonical: 'https://feeny.ai/job/marketing-lead-events-field-marketing-nevis-wealth-new-york-x27sa0ts5ze4'
type: 'job'
last_seen: '2026-09-05'
---

# Marketing Lead - Events & Field Marketing at Nevis Wealth

- **Company:** Nevis Wealth
- **Location:** New York, NY
- **Compensation:** $150k–$200k
- **Employment:** full-time
- **Work type:** onsite
- **Posted:** 2026-08-06
- **Last confirmed live:** 2026-09-05
- **Apply:** https://jobs.ashbyhq.com/nevis/944b03bc-a892-47f8-86dc-133daf150989

## Job description

## ABOUT NEVIS

Nevis is building the world's leading AI platform for wealth management. Our AI completes work, automates workflows end to end, and frees financial advisors to spend more time with clients. In the future, every wealth management firm will run on Nevis.

Founded by an exceptional team of ex-Revolut executives, Nevis has raised $40 million from world-leading investors including Sequoia Capital, ICONIQ, and Ribbit Capital. We work exclusively with the largest and fastest-growing wealth management firms in the United States.

Our ambition is not to build a better piece of software. It is to redefine how wealth management firms operate.

## THE ROLE

As our Events & Field Marketing Lead, you will own a key channel of our GTM engine by scaling brand awareness through a community-driven events engine. Your focus will be building the community and marketing engine that expands our brand amongst the largest and fastest growing wealth management firms in the US.

This role is a rare chance to build a community-driven events ecosystem from 0→1, stand up our early in-house marketing capability, and scale awareness across the wealth management firms and advisors who are our ICP. If you're excited by building communities, running high-volume events, and taking a systems-driven approach to turning creative GTM ideas into measurable pipeline, we'd love to chat.

## WHAT YOU'LL DO

Community-Driven Events & Ecosystem (Core Focus)

- Work directly with our CEO to build and launch multiple communities focused on our ICP.
- Be the face of Nevis at events nationwide, traveling regularly to host, connect, and build relationships in person.
- Own all day-to-day operations for our events.
- Be responsible for all new member onboarding.
- Own reporting on metrics: net new members, net new opportunities generated for Nevis, and event ROI.

## WHO YOU ARE

- 4+ years in relevant fields (high-growth startups, management consulting, or investment banking/PE/VC).
- An expert relationship manager and networker, with the range to also excel in B2B sales conversations closing 6–7 figure deals.
- Excellent communication and executive presence — you will represent the Nevis brand with C-suite audiences.
- A quick learner with a strong bias for action; you don't wait for perfect information.
- Based in or willing to relocate to New York City. Comfortable with frequent travel to events and client sites across the United States.
- Authorized to work in the United States.

## NICE TO HAVE

- Familiarity with the wealth management or financial services landscape.
- Experience building a community or events motion from scratch (0→1) rather than scaling an existing one.

## WHY JOIN NEVIS

- Grow Faster – We're scaling quickly, giving you significant opportunities to learn, lead, and shape your career and the company's future.
- Work That Matters – Nevis AI agents are already deployed inside institutions managing hundreds of billions of dollars in assets. You'll help the industry's most influential firms understand what's possible.
- Redefine an Industry – Wealth management is one of the largest, slowest-moving markets. We rewrite the playbook with AI-first tools built for advisors.
- Financial Rewards – We hire the best and invest in you. That means competitive comp, meaningful equity, and excellent benefits. We believe strongly in internal promotion and career growth.

## WHAT WE OFFER

- Competitive total comp, including meaningful equity
- Flexible paid time off
- Comprehensive insurance: medical, dental, vision, life, and disability
- 401(k) with employer match
- Choose any laptop, monitor, and setup you need
- Daily food delivery credit, 7 days a week
- Safe ride home when you're working late
- A modern, centrally located NYC office built for deep work and fast collaboration
- Join early and grow your career faster than at a traditional firm

Nevis is an equal opportunity employer. We are committed to building a diverse and inclusive team and welcome applicants from all backgrounds.

## 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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