Legal Counsel @ Nevis

Nevis is building the AI platform for wealth management. We help financial advisors and their teams automate operational work end-to-end, enabling them to spend less time on administration and more time serving clients. Headquartered in New York and London, we're backed by Sequoia Capital, ICONIQ, and Ribbit, and have raised $40 million to build the next generation of technology for the wealth management industry.

Location

New York City, NY (On-Site)

The Role

Reporting to the CEO, you will be Nevis Wealth's first dedicated legal hire and a trusted advisor to leadership across the business.

This is a builder role. We are looking for someone who enjoys creating systems, improving processes, leveraging technology, and helping a company scale responsibly. You'll own the legal function from the ground up while working closely with Sales, Product, Finance, People, Security, and the executive team.

What you'll do

• Own the full customer contracting lifecycle, including MSAs, SaaS agreements, DPAs, NDAs, order forms, security addenda, and vendor agreements
• Lead negotiations with enterprise customers, strategic partners, and key vendors
• Partner closely with Sales and Customer Success to improve contract velocity while managing legal risk
• Build scalable contract templates, negotiation playbooks, fallback positions, and approval processes
• Manage external counsel support where specialist expertise is required
• Support strategic commercial partnerships and business initiatives

Data Privacy, Security & Product Counseling

• Own and evolve Nevis Wealth's privacy and data governance framework
• Advise on US privacy requirements (CCPA/CPRA and emerging state privacy regimes) as well as UK GDPR obligations
• Negotiate customer DPAs and privacy-related contractual commitments
• Partner with Product, Engineering, and Security teams on data usage, AI-related product features, customer requirements, and information security matters
• Maintain privacy documentation, notices, and compliance records
• Support customer security reviews and legal responses to security questionnaires
• Manage board resolutions, governance records, corporate filings, and signing authorities
• Partner with Finance on equity administration and cap table governance
• Support future fundraising activity, including investor diligence, financing documentation, and coordination with external counsel

Legal Operations, Automation & Process Design

• Build Nevis Wealth's legal function from the ground up
• Design scalable legal workflows, approval processes, and knowledge management systems
• Leverage AI, automation, and legal technology tools to improve efficiency and reduce external counsel spend
• Create self-service guidance, playbooks, and training materials for internal stakeholders
• Establish metrics and reporting to measure legal team effectiveness

Employment, IP & General Legal Support

• Advise on employment and contractor matters across the US and UK
• Support People Operations on policies and employment-related risk management
• Protect company intellectual property and advise on software licensing, open-source software, and AI-related legal developments
• Review marketing materials and external communications for legal risk

Who are we looking for

• J.D. and active membership in good standing with a US state bar (New York preferred)
• Approximately 4-8 years of relevant legal experience
• Strong experience negotiating SaaS and technology commercial agreements
• Working knowledge of US privacy laws and data processing agreements
• Experience supporting technology, fintech, wealth tech, or B2B SaaS businesses
• Strong commercial judgment and ability to balance legal risk with business objectives
• Comfortable operating independently with limited structure and high ownership
• Interest in legal operations, automation, AI tools, and process design

Nice to have

• Prior startup or high-growth company experience
• Experience supporting venture-backed businesses through fundraising or scaling phases
• Familiarity with Delaware corporate law and venture financing transactions
• Exposure to fintech, financial services, or regulated industries
• Experience implementing legal technology or workflow automation solutions
• Working knowledge of UK legal or privacy frameworks

What Success Looks Like

• Establish scalable legal processes that support business growth
• Improve contract turnaround times and reduce friction in the sales process
• Build practical privacy and governance frameworks appropriate for a scaling fintech
• Reduce reliance on external counsel for routine matters
• Become a trusted advisor to leadership across commercial, corporate, and operational matters

Why Join Nevis

• Build the legal function from the ground up
• Work directly with the executive team
• Influence company strategy during a critical stage of growth
• Gain broad exposure across commercial, privacy, corporate, product, and fundraising matters
• Opportunity to grow into the company's senior legal leadership role as the business scales