---
title: 'Marketing Lead – Product Marketing at Nevis Wealth'
canonical: 'https://feeny.ai/job/marketing-lead-product-marketing-nevis-wealth-new-york-yfn74btvjd7z'
type: 'job'
last_seen: '2026-09-05'
---

# Marketing Lead – Product Marketing at Nevis Wealth

- **Company:** Nevis Wealth
- **Location:** New York, NY
- **Employment:** full-time
- **Work type:** onsite
- **Posted:** 2026-08-06
- **Last confirmed live:** 2026-09-05
- **Apply:** https://jobs.ashbyhq.com/nevis/82dfd5fa-8bf5-4bd3-bccf-1fe8dd8fc4e5

## 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

We're hiring a Product Marketing Lead to own the positioning, narrative, and go-to-market for Nevis's core product. This is a high-ownership role for someone who can turn a category-defining AI product into a sharp, differentiated story and translate that story into pipeline with the enterprise wealth management firms we serve.

You'll partner directly with our CEO and co-founders, Sales, and Growth to define how Nevis shows up in market: from the words on our website to the decks our AEs use to close new customer accounts. The role demands rare range: technical fluency in AI and wealth management workflows, sharp writing, and the judgment to know what actually moves an enterprise buyer.

## WHAT YOU'LL DO

Owning Product Marketing

- How we communicate new products to the market in a clear, compelling way.
- Work with agencies to build shareable assets, including product videos, that announce each release.
- Turn a technical, AI-native product into a clear story for enterprise wealth management firms.
- Work with Nevis customers to produce case studies, videos, and blog posts that show the value we're delivering.

Web & Content Strategy

- Own product storytelling on the Nevis website.
- Own the launch calendar and supporting content, including blog posts and product feature content.
- Author thought leadership pieces and industry reports that establish Nevis as a category voice.
- Keep narrative consistent across the website, social, conferences, and sales materials.

## WHO YOU ARE

- 5+ years in Product Marketing or Product Strategy in high-growth AI or B2B SaaS, with a track record of driving adoption of technical products.
- Experience with Account-Based Marketing (ABM).
- Experience managing external agencies or production partners to ship creative on a deadline.
- You operate from first principles and form strong points of view. You know how to separate durable signal from short-term noise.
- Strong executive presence. You can influence senior stakeholders and hold your own in a room with C-suite prospects and investors.
- An outstanding writer. You make complex AI products feel clear, differentiated, and worth paying for.
- Strong technical fluency. You can engage credibly with Product and Engineering on how the AI actually works.
- High agency, low ego, and a bias for action. You push work forward without waiting for perfect clarity.
- A high bar for taste: messaging precision, storytelling, and visual presentation all matter to you.
- Based in or willing to relocate to New York City.
- Authorized to work in the United States.

## NICE TO HAVE

- Familiarity with wealth management, RIAs, or financial services more broadly.
- Experience marketing to enterprise buyers with long, multi-stakeholder sales cycles.
- Experience building a product marketing function from the ground up 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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