SECTION I · THE BRIEF
Brief #12296Updated 04 NOV 2026NEW YORKAshbySEQUOIA CAPITAL
Employbl Company Profile

Founding Mid-Market Account Executive

AI operating system for wealth management firms, combining CRM, meeting intelligence, financial planning and custodial workflows with agents that complete advisor operations end-to-end.

Location
New York
Company size
10–50
Posted
Today
Via
Ashby
Section II · Full ProfileFree with an account
  • 01Comp band & equity packageLocked
  • 02Seniority & experience requirementsLocked
  • 03Interview process & rubricLocked
  • 04Headcount & which departments are hiringLocked
  • 05Growth trajectory in this roleLocked
  • 06Offer & decision timelineLocked

Free · 2 minutes · the funding and stack behind this role

Founding Mid-Market Account Executive

Nevis· New YorkView company profile


Job title
Founding Mid-Market Account Executive
Job location
New York
Job description

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 workflows end to end, and frees advisors to spend more time with clients. In the future, every wealth management firm will run on Nevis.

Nevis was founded by an exceptional team of ex-Revolut executives and has raised $110 million in just two years, including a $70 million Series B led by EQT Ventures & Growth, backed by world-leading investors including Sequoia Capital, ICONIQ, and Ribbit.

THE ROLE

We are hiring our founding Mid-Market Account Executives to accelerate Nevis' go to market motion. This is a rare opportunity to join a hyper growth AI startup at the earliest stage of commercialisation and bring Nevis to hundreds of growing RIAs and wealth management firms across the US.

This is a builder's seat: you'll be sourcing pipeline, running the sales cycle, and co-creating the GTM engine that MM AEs will run on.

WHAT YOU'LL DO

  • Own a new logo quota across growing RIAs and independent wealth management firms.

  • Build and manage a high volume pipeline through outbound, events, referrals and inbound.

  • Run structured discovery, quantify business impact, and manage multi-stakeholder buying processes to close.

  • Navigate security, compliance and procurement reviews quickly without losing momentum.

  • Partner with Post Sales to drive successful onboarding, adoption and expansion.

  • Maintain strong CRM hygiene and operate on a clear weekly cadence.

  • Consistently beat ARR targets while keeping a disciplined, accurate pipeline and forecast.

WHO YOU ARE

  • 3+ years of closing B2B SaaS/AI deals, ideally in a full cycle, velocity or mid-market role.

  • A track record of consistently beating quota, with numbers you can clearly walk through.

  • Experience closing $50K to $250K ARR deals in short sales cycles.

  • Highly ambitious and competitive. You set high goals, hold yourself accountable to them, and want to grow quickly.

  • A natural hunter who loves prospecting and closing deals in a high paced environment.

  • Able to simplify advanced AI concepts and communicate clear ROI to business leaders.

  • Organised and disciplined, comfortable running many deals at once without dropping the ball.

  • A startup mindset. Autonomous, adaptable, fast moving, and hungry to win.

NICE TO HAVE

  • Experience selling into RIAs, wealth management firms, custodians, or broader financial services.

  • Experience selling AI, automation or workflow software.

  • Experience building or scaling a new segment or motion from the ground up.

View job listing ↗
The Employbl newsletter

Get the Employbl newsletter

Which tech companies raised, who is hiring, and what the live dataset says — most Saturdays, one email.

Free. Unsubscribe with one click, from any issue.

Nevis headquarters

New York City, NY

Company size

10–50 employees

Founded

2024

Total raised

$70,000,000

View company profile ↗

Work at Nevis? Claim its Employbl profile

Funding rounds