Jobs at Upvest

Own the full B2B sales cycle for financial institution clients, from understanding client needs and developing commercial proposals through contract closing. Build relationships with banks, wealth managers, and investment firms; meet sales targets; support sales enablement and process improvements; and coordinate seamless client onboarding with implementation teams. The role requires financial services knowledge, consultative selling, stakeholder management, negotiation, and project ownership.

Own the full B2B sales cycle for Upvest’s Embedded Investments segment across Europe, from prospecting and consultative discovery through contract signature and onboarding. Build pipelines among consumer apps, retailers, telecoms, software, and AI platforms; develop sales materials; manage complex stakeholders; shape the embedded investment proposition with internal teams; and maintain strong client relationships. The role requires closing complex financial services or API-based technology deals while meeting sales targets.

Own the full B2B sales cycle for financial institution clients, from consultative discovery through contract closing. Build relationships with banks, wealth managers, and investment businesses; develop compelling sales materials; meet sales targets; support onboarding; and contribute to sales enablement and process improvement. The role requires strong investment-industry expertise, consultative selling, negotiation, stakeholder management, and project ownership.

Build and ship client-facing operational tools across React/TypeScript and Go services. Responsibilities include interface security, authentication and authorization, multi-tenant isolation, audit trails, event-driven systems, AI-enabled workflows, and agentic operations exposed through MCP. The role requires end-to-end ownership from product discovery through production, including containers, CI/CD, relational data modeling, testing, and observability. The engineer will work autonomously, prioritize client impact, and solve undefined problems in a regulated fintech environment.

Owns German investment tax mechanics, including daily capital gains tax, advance lump-sum tax, dividend tax reporting, exemptions, loss pots, church tax, deceased-account corrections, and annual tax certificates. Partners with Product and Engineering as a business analyst to translate German tax law into automated core banking logic, validate regulatory processes, manage exceptions, and support tax documentation and reporting.

Own the B2B sales cycle for financial institution clients, from needs discovery and consultative solution development through contract closing. Build client and industry relationships, develop sales materials, contribute to sales enablement and process improvement, and support seamless onboarding with implementation teams. The role focuses on investment, banking, wealth management, and API-based financial infrastructure products, particularly across the German market.

As a Senior Software Engineer at Upvest, you will develop and enhance their Investment API, leveraging modern technologies in a collaborative product team environment.

As a Senior Solutions Consultant, you'll work with the sales team to demonstrate Upvest's value to prospective clients, understand their needs, and help drive revenue by facilitating a successful transition to the client launch team.

As a Senior Account Executive, you will manage client relationships, drive sales for financial institutions, and support business development efforts, focusing on investment API solutions.

Support partner support teams and AVD operations by translating regulation into customer-facing answers, running contract and contribution processes, documenting workflows and playbooks, handling reconciliation and error cases, and proposing improvements to reduce manual work prior to product launch.

Support day-to-day operations for the new Altersvorsorgedepot (AVD) product: run core processes, build operational playbooks, handle error reconciliation, assist partner support teams, and identify automation opportunities ahead of launch.

Lead the Clients product tribe, set product vision and OKRs, own roadmap for Internal Tooling or Upfront, embed AI-driven automation and agentic operations to scale processes, collaborate with engineering, operations, banking and commercial teams, and grow and lead product teams to deliver seamless API and tooling experiences.

As Senior Legal Counsel at Upvest, you'll ensure compliance in post-trade legal operations, manage counterparty agreements, and provide regulatory guidance across European markets.