---
title: 'Product Designer at Nevis Wealth'
canonical: 'https://feeny.ai/job/product-designer-nevis-wealth-new-york-qpmt4ctvbx5q'
type: 'job'
last_seen: '2026-09-05'
---

# Product Designer at Nevis Wealth

- **Company:** Nevis Wealth
- **Location:** New York, NY
- **Employment:** full-time
- **Work type:** onsite
- **Posted:** 2026-06-03
- **Last confirmed live:** 2026-09-05
- **Apply:** https://jobs.ashbyhq.com/nevis/a387af7b-075a-4b84-8380-480a91af5c85

## Job description

## ABOUT NEVIS

Wealth management is about people and relationships. But the industry is so complex and regulated that advisors spend less than 30% of their time actually serving clients. The rest goes to paperwork and admin overhead.

Nevis exists to change that. We are building the world's first AI wealth management platform that completes work, automates workflows end-to-end and gives advisors back the time to focus on clients.

Nevis was founded by an exceptional team of ex-Revolut executives and has raised a total of $40 million from world leading investors including Sequoia Capital, ICONIQ and Ribbit.

## THE ROLE

Design is foundational to our product. We are making complex operational workflows feel simple, and replacing the decades-old advisor software with modern AI-first tools.

We are looking for an exceptional Product Designer who is excited by building a category-defining product.

## WHAT YOU'LL DO

- Own the design in your product area, from problem definition to shipping.
- Move fast, ship often and see your work in the hands of real users.
- Talk to advisors to understand their problems and inform your design.
- Design and prototype in Figma and AI tools like Claude Code and Cursor.
- Use and improve our design system, raising the bar for consistency and quality.
- Give and receive direct feedback and iterate toward the best solution.

## WHO YOU ARE

Systems thinking

- You simplify complexity. You take a multi-step, high-stakes workflow and turn it into something clear and obvious.
- You have prior experience designing complex multi-user products with high data density.

Speed

- You can just do things. You don't wait for the brief to be perfect to get moving.
- You work hard and ship daily. You'd rather put something in front of users than spend weeks discussing it.

Quality

- You care deeply about visual design, interactions and writing.
- You believe good design is defined by clarity, simplicity and execution.

Working style

- You are comfortable with ambiguity, and partner with Product Owners and Engineers to define what to build, not just how.
- You ask hard questions, challenge ideas and advocate for what you think is right.

WHY JOIN NEVIS?

- Work alongside a high-caliber team backed by some of the best investors in the world
- A fast-paced, high-growth environment with real ownership
- Be part of a mission-driven company transforming the wealth management industry with huge potential for global impact
- Competitive salary and meaningful equity in one of the fastest growing startups
- Private medical insurance

## 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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