Jobs at Upvest

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.

Supports vendor relationship management across due diligence, account openings, onboarding, ongoing operations, issue resolution, and contractual or commercial discussions. Maintains vendor documentation, responds to internal inquiries, supports network initiatives, and collaborates with operations, product, banking teams, vendors, and subject matter experts. The role requires analytical problem-solving, stakeholder communication, and coordination across teams in a fintech environment.

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.

The Director of Data & AI will develop a product strategy for Upvest's data, oversee AI product development, and lead a high-performing team in a regulated fintech environment.

The Partnerships Manager will establish and grow the partnership network, implement partnerships strategy, and drive collaboration with key stakeholders and clients, focusing on investment solutions.