About Nevis Nevis is building the world's first AI wealth management platform. In just 9 months, Nevis has grown to have over $50 billion of assets under management on its platform and is on track to ...
About Nevis Nevis is building the world's first AI wealth management platform. In just 9 months, Nevis has grown to have over $50 billion of assets under management on its platform and is on track to ...
Nevis Customer Success Manager Nevis is building the world's first AI wealth management platform. In just 9 months, Nevis has grown to have over $50 billion of assets under management on its platform ...
Nevis Customer Success Manager Nevis is building the world's first AI wealth management platform. In just 9 months, Nevis has grown to have over $50 billion of assets under management on its platform ...
Marketing Lead - Events & Field Marketing
New York, NY · On-site
$150K - $200K/yr
Medical
Dental
Vision
Life
Retirement
PTO
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 ...
Marketing Lead - Events & Field Marketing
New York, NY · On-site
$150K - $200K/yr
Medical
Dental
Vision
Life
Retirement
PTO
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 ...
Customer Success Manager
New York, NY · On-site
Medical
About Nevis Nevis is building the world's first AI wealth management platform. In just 9 months, Nevis has grown to have over $50 billion of assets under management on its platform and is on track to ...
Customer Success Manager
New York, NY · On-site
Medical
About Nevis Nevis is building the world's first AI wealth management platform. In just 9 months, Nevis has grown to have over $50 billion of assets under management on its platform and is on track to ...
Deployment Strategist, Enterprise
New York, NY · On-site
$132K - $171K/yr
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 ...
Deployment Strategist, Enterprise
New York, NY · On-site
$132K - $171K/yr
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 ...
Applied AI Engineer
New York, NY · On-site
About Nevis Nevis is building the world's first AI wealth management platform. In just 9 months, Nevis has grown to have over $50 billion of assets under management on its platform and is on track to ...
Applied AI Engineer
New York, NY · On-site
About Nevis Nevis is building the world's first AI wealth management platform. In just 9 months, Nevis has grown to have over $50 billion of assets under management on its platform and is on track to ...
Marketing Lead - Events & Field Marketing
Manhattan, NY · On-site
$140 - $210/hr
Medical
Dental
Vision
Life
Retirement
PTO
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 ...
Marketing Lead - Events & Field Marketing
Manhattan, NY · On-site
$140 - $210/hr
Medical
Dental
Vision
Life
Retirement
PTO
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 ...
Enterprise Account Executive
New York, NY · On-site
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 ...
Enterprise Account Executive
New York, NY · On-site
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 ...
Product Owner (AI)
New York, NY · On-site
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 ...
Product Owner (AI)
New York, NY · On-site
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 ...
Founder's Associate (CEO Office)
New York, NY · On-site
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 ...
Founder's Associate (CEO Office)
New York, NY · On-site
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 ...
Product Designer
New York, NY · On-site
Medical
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 ...
Product Designer
New York, NY · On-site
Medical
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 ...
Marketing Lead - Product Marketing
New York, NY · On-site
$150K - $200K/yr
Medical
Dental
Vision
Life
Retirement
PTO
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 ...
Marketing Lead - Product Marketing
New York, NY · On-site
$150K - $200K/yr
Medical
Dental
Vision
Life
Retirement
PTO
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 ...
Customer Success Manager
Manhattan, NY · On-site
Medical
Nevis Customer Success Manager Nevis is building the world's first AI wealth management platform. In just 9 months, Nevis has grown to have over $50 billion of assets under management on its platform ...
Customer Success Manager
Manhattan, NY · On-site
Medical
Nevis Customer Success Manager Nevis is building the world's first AI wealth management platform. In just 9 months, Nevis has grown to have over $50 billion of assets under management on its platform ...
Legal Counsel
New York, NY · On-site
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 ...
Legal Counsel
New York, NY · On-site
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 ...
Deployment Strategist, Enterprise
Manhattan, NY · On-site
$133K - $172K/yr
Nevis is building the world's leading AI platform for wealth management, seeking a Deployment Strategist to turn technological shifts into commercial realities. The role involves owning enterprise ...
Deployment Strategist, Enterprise
Manhattan, NY · On-site
$133K - $172K/yr
Nevis is building the world's leading AI platform for wealth management, seeking a Deployment Strategist to turn technological shifts into commercial realities. The role involves owning enterprise ...
Operations Manager (Product)
New York, NY · On-site
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 ...
Operations Manager (Product)
New York, NY · On-site
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 ...
Applied AI Engineer
Manhattan, NY · On-site
Nevis is building the world's first AI wealth management platform and is seeking a talented AI Engineer to join their core team. The role involves designing and building LLM and ML-powered products ...
Applied AI Engineer
Manhattan, NY · On-site
Nevis is building the world's first AI wealth management platform and is seeking a talented AI Engineer to join their core team. The role involves designing and building LLM and ML-powered products ...
Product Owner (AI)
Manhattan, NY · On-site
Nevis is building the world's first AI wealth management platform, aiming to revolutionize the industry for financial advisors. The Product Owner will lead the development of AI-first product ...
Product Owner (AI)
Manhattan, NY · On-site
Nevis is building the world's first AI wealth management platform, aiming to revolutionize the industry for financial advisors. The Product Owner will lead the development of AI-first product ...
Operations Manager (Product)
Manhattan, NY · On-site
Nevis is building the world's first AI wealth management platform, and they are seeking an Operations Manager (Product) to help shape the future of their product by turning operational insights into ...
Operations Manager (Product)
Manhattan, NY · On-site
Nevis is building the world's first AI wealth management platform, and they are seeking an Operations Manager (Product) to help shape the future of their product by turning operational insights into ...
Legal Counsel
Manhattan, NY · On-site
$180 - $240/hr
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 ...
Legal Counsel
Manhattan, NY · On-site
$180 - $240/hr
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 ...
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Full-time
Medical
Re-posted 20 days ago
Job description
Nevis is building the world's first AI wealth management platform. In just 9 months, Nevis has grown to have over $50 billion of assets under management on its platform and is on track to have over $100 billion by the end of this year. Nevis is also backed by world leading investors and has raised a total of $40 million from Sequoia Capital, ICONIQ and Ribbit. Together it makes Nevis one of the highest funded and fastest growing Series A startups in Europe.
The Role
We are looking for a mission-driven Customer Success Manager to help make our customer base fall in love with our products. In this role, you will act as the human interface between our Product team and the community of Registered Investment Advisors (RIAs) that use Nevis every day.
You'll work directly with some of the most accomplished investment professionals in the world to ensure they can make the most of Nevis, turbocharge their operations and enable them to spend less time at their desk and more with their clients.
You'll also be in charge of the feedback loop that brings fresh and non-obvious insights from the field into our offices. You'll work closely with a hyper-talented team of AI engineers, researchers and designers to help build the next generation of AI-powered solutions for the wealth management industry.
You'll thrive here if you are genuinely obsessed with empowering people with elegant, cutting-edge technology and if solving problems for others fast puts a smile on your face at the end of the day.
What You'll Do
- Own the relationship with Nevis' actual daily users, from onboarding to power-user award.
- Build processes and tools to monitor and drive engagement with our products.
- Research all the possible ways in which Nevis works and does not work for our customers by observing and talking directly with them. A lot.
- Document and introduce new products and features to customers to ensure they are fully understood and used.
- Collect, structure and deliver insightful product feedback to the most relevant stakeholders within our Product team.
- Provide relevant, granular and timely insights to help our founders and team members prioritize at all levels - from commercial strategy to new product development.
Who You Are
- You have 4+ years of experience in strategy consulting or in client-facing roles within high-growth tech companies.
- You have excellent communication skills and exceptional EQ: empathic, thoughtful and to the point. People can't wait to have a question for you.
- You are a practical problem-solver.
- You have a borderline-pathological obsession with productivity - Both personal and professional.
- Spending time with others and helping them do their best work gives you energy. You love hearing people say "wow" in response to what you have to show them.
- You are the one telling your friends and family about new tech products and how to use them.
- You are excited about the Wealth Management industry.
Nice to have
- You are based in the United States and like to travel.
- You have prior experience building tech products.
- You have prior experience in the Wealth Management industry - as a worker, as a client, or both.
- Work alongside a high-calibre founding team backed by some of the best investors in the world.
- A fast-paced, high-growth environment with the opportunity to shape how the business operates.
- Be part of a mission-driven company transforming the wealth management industry with huge potential for global impact.
- Private medical insurance.
- Competitive salary and benefits package, including company equity.