Nevis · 1 month ago
GTM Associate
New York, NY
Full-time
Onsite
New Grad, Entry LevelNevis is building the world’s first AI wealth management platform, and they are seeking a GTM Associate to join their commercial team. The role involves supporting go-to-market efforts, engaging prospects, and collaborating with sales and marketing to drive growth in the wealth management sector.
Artificial Intelligence (AI)Business IntelligenceSoftwareWealth Management
Responsibilities
Develop a deep understanding of the Nevis platform and how advisors use our technology
Qualify inbound interest and assess fit based on clear criteria
Build thoughtful outbound sequences to key accounts and generate meetings for the sales team
Research firms, decision makers, and industry trends to support sales strategy
Partner with marketing to run targeted campaigns that increase lead volume
Maintain accurate records and pipeline data in our CRM
Prepare materials and pre-work for prospect meetings alongside Enterprise AEs and founders
Share insights from conversations with prospects to influence messaging and product priorities
Qualification
Required
BA or BS degree
Strong verbal and written communication skills
Ability to operate in a fast paced and constantly changing environment
Curiosity about AI, financial services, and technology
A team oriented mindset with a strong sense of ownership
Preferred
Previous experience in sales or outbound work is a plus but not required
Experience selling into RIAs, wealth management firms, custodians, or broader financial services
Familiarity with AI or ML, data privacy, or enterprise information security
Prior experience in Seed or Series A stage startups
Benefits
Work directly with a high calibre founding team backed by Sequoia, ICONIQ and Ribbit.
Build the commercial engine of one of the most ambitious AI companies in the world.
Operate in a fast moving environment where you have real ownership and responsibility.
Sell a product that is transforming an industry with trillions in assets.
The chance to define the future of wealth management and your own career trajectory.
Company
Nevis
Nevis is the world's first AI-powered platform designed specifically for wealth management.
Founded in 2024
11-50 employees
Funding
Current Stage
Early StageTotal Funding
$40MKey Investors
Sequoia Capital
2025-12-01Series A· $35M
2024-12-01Seed· $5M
Leadership Team
Mark Swan
CEO & Co-Founder
Ivan Chalov
COO & Co-Founder
Company data provided by crunchbase