Nevis Wealth

Deployment Strategist, Enterprise

New York · Senior

Work authorization requiredDetected 155 days ago

PythonSQLLLMsAgentic AILeadershipCommunicationPublic Speaking

About the role

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.
We work exclusively with the largest and fastest-growing wealth management firms in the United States.

Own the largest enterprise deals in US wealth management end-to-end, from first commercial conversation through to full AI deployment and account expansion.
Build rigorous business cases and board-ready presentations that translate AI capability into commercial outcomes, and use them to drive internal alignment and executive buy-in at the customer.
Partner with Forward Deployed Engineers to scope, configure, and deploy AI agents and automated workflows that handle thousands of advisor tasks per day.
Lead complex, multi-stakeholder deployment projects simultaneously, coordinating across customer teams, Nevis engineers, and senior leadership with precision and speed.
Identify opportunities to expand Nevis's footprint within each account, developing proposals that grow deal value and deepen the customer relationship.
Embed what you learn from deployments back into the Nevis product, shaping the roadmap and helping us build a better platform for every future customer.
Build and deliver compelling demos that open new relationships and expand existing ones across the US wealth management landscape.
You will own some of the largest and most complex enterprise deals in the wealth management industry, end-to-end.
That means understanding a firm's business deeply enough to identify where AI creates the most value, building the business case that compels their leadership to act, and then leading the deployment that delivers it.

3 to 8 years at a top-tier firm in management consulting, investment banking, private equity, or a high-growth technology startup.
You have operated at the highest level in your field and have the track record to prove it.
Prior experience in a Deployment Strategist, Forward Deployed Engineer, enterprise implementation, or commercial strategy role at a high-growth technology company, ideally with exposure to financial services or fintech.
Degree in a STEM or related field from a top-tier university, or equivalent demonstrated experience.
Ability to translate complex and highly technical AI concepts to both technical and non-technical audiences without losing either room.

Prior experience in US wealth management, financial services, or fintech.
Familiarity with the US RIA landscape, including how large advisory firms are structured, regulated, and operated.
You are at the frontier of using LLM-powered workflows in your day-to-day work, with hands-on fluency across tools like ChatGPT, Claude, Cursor, or similar.
Be at the frontier of applied AI.
Nevis is deploying production AI agents inside institutions managing hundreds of billions of dollars today.
Exceptional performance is recognized and rewarded, with clear paths into senior commercial or operational leadership as Nevis scales.
Nevis is an equal opportunity employer.

Nevis is building the world's leading AI platform for wealth management.
Founded by an exceptional team of ex-Revolut executives, Nevis has raised $40 million from Sequoia Capital, ICONIQ, and Ribbit Capital.
You will be the person our customers trust most, and the person internally who ensures that trust is never misplaced.

This listing is sourced directly from Nevis Wealth's careers page and normalized into a canonical job model.