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Deployment Strategist, Enterprise

Nevis· GTM
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New YorkFull-timePosted 3mo ago

About the role

Deployment Strategist role focused on turning AI-enabled wealth management into a commercial reality by owning end-to-end enterprise deals, building business cases, leading deployments, and expanding Nevis footprint with senior client executives.

Responsibilities

  • Own the largest enterprise deals in US wealth management end-to-end, from first commercial conversation through to full AI deployment and account expansion.
  • Go onsite with senior leadership at firms managing $10B to $500B+ in AUM to understand workflows and define where Nevis creates value.
  • Build rigorous business cases and board-ready presentations 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 handling thousands of advisor tasks per day.
  • Lead complex, multi-stakeholder deployment projects, coordinating across customer teams, Nevis engineers, and senior leadership.
  • Serve as trusted primary point of contact for C-suite executives throughout the commercial relationship.
  • Identify opportunities to expand Nevis footprint within accounts and develop value-growing proposals.
  • Embed learnings from deployments into Nevis product roadmap.
  • Build and deliver compelling demos to open new relationships and expand existing ones.

Qualifications

  • 3 to 8 years at a top-tier firm in management consulting, investment banking, private equity, or high-growth tech startup; prior experience in Deployment Strategist, Forward Deployed Engineer, enterprise implementation, or commercial strategy at high-growth tech company is a plus; exposure to financial services or fintech preferred.
  • Strong commercial instinct and demonstrated ability to navigate complex enterprise buying processes, manage multiple stakeholders, and close large deals.
  • Degree in a STEM or related field from a top-tier university, or equivalent demonstrated experience.
  • Outstanding communication skills; ability to present to boards and collaborate with engineers.
  • Ability to translate complex AI concepts to technical and non-technical audiences without losing rigor.
  • Strong analytical and data fluency; comfortable with SQL, Python, or equivalent tools for data exploration and hypothesis testing.
  • Proven ability to manage multiple complex enterprise relationships with ownership and action bias.
  • Authorized to work in the United States.

Skills

Required:Enterprise deal engagementBusiness case developmentStakeholder managementTechnical communicationData analysis

Benefits

  • Competitive salary, equity, and benefits package.
Last updated Aug 5, 2026. Interested? Apply on the company site.

About Nevis

Nevis - The AI platform for wealth management

AI that helps financial advisors grow and spend more time with clients

AIWealth managementfinancial advisorsheadline-ai-europe-100-2026system-builderswealth management AI
Company profileWebsite

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