About the job
About Nevis
Nevis is at the forefront of revolutionizing wealth management through its cutting-edge AI platform. Our technology automates workflows from start to finish, allowing financial advisors to dedicate more time to their clients. We envision a future where every wealth management firm operates on Nevis.
Founded by a remarkable team of former Revolut executives, Nevis has successfully secured $40 million in funding from prestigious investors including Sequoia Capital, ICONIQ, and Ribbit Capital. Our focus is exclusively on collaborating with the largest and fastest-growing wealth management firms across the United States.
Our Mission
The role of a Deployment Strategist centers on transforming a pivotal technological evolution in financial services into tangible commercial success. Leading wealth management firms in the U. S. acknowledge the transformative potential of AI in their operations. They partner with Nevis believing that the key to serving more clients, retaining assets, and scaling their operations lies in fundamentally reshaping their advisors' workflows. As a Deployment Strategist, your mission is to actualize this vision.
This position is highly commercial in nature. You will manage some of the most significant and intricate enterprise deals within the wealth management sector, overseeing every aspect from initial discussions to full-scale AI implementation and account growth. This requires an in-depth understanding of a firm's operations to pinpoint where AI can deliver the most value, developing compelling business cases to persuade leadership to take action, and leading the deployment process that achieves these objectives. You will be the trusted advisor to our clients and the internal champion ensuring that this trust is upheld.
Your Responsibilities
While no two days will be identical, you can anticipate:
- Managing the most substantial enterprise deals in U. S. wealth management from initial engagement to comprehensive AI deployment and subsequent account expansion.
- Engaging onsite with senior leadership at firms managing between $10 billion and $500 billion in assets under management (AUM) to understand their critical workflows, identify operational challenges, and articulate where Nevis adds the most value.
- Creating detailed business cases and board-ready presentations that translate AI capabilities into commercial advantages, driving internal alignment and securing executive buy-in from clients.
- Collaborating with Forward Deployed Engineers to scope, configure, and implement AI agents and automated workflows that streamline thousands of advisor tasks daily.
- Leading complex, multi-stakeholder deployment initiatives concurrently, ensuring precise and swift coordination among customer teams, Nevis engineers, and senior leadership.
- Acting as the primary point of contact for client trust, reinforcing that confidence through successful project execution.

