Jobs at Upvest

Own corporate tax, VAT, payroll tax, and transfer pricing tasks: prepare tax filings, maintain transfer pricing documentation and TCMS, establish internal tax controls, support monthly/annual closings, advise on tax structuring for new entities abroad, and coordinate local tax advisers. Serve as first point of contact for day-to-day tax questions and contribute to cross-functional projects aligning tax with accounting and business goals.

The Applied AI Engineer will implement AI tools, enhance workflows, and provide in-house consulting to optimize team usage of AI at Upvest, adhering to compliance and business outcomes.

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 the Strategy team and executive leadership on company strategy, international expansion, OKR alignment, and cross-functional initiatives. Conduct analysis, prepare senior stakeholder presentations and offsites, help prioritize initiatives, and contribute to execution and communication of strategic projects.

As a Senior Product Marketing Manager, you will craft product messaging, own go-to-market strategies, and drive product thought leadership initiatives while collaborating with teams to boost growth and maintain Upvest's market presence.

Lead the second-line IT risk function: own and evolve IT Risk and BC/ISMS frameworks, conduct IT risk assessments across cyber, resilience, third-party and data security, oversee ITGC/Application Controls and audits, drive DORA compliance, and report IT risk posture to senior stakeholders and the Risk Committee.

As a Senior PR Manager, you will create and manage PR strategies, strengthen media relationships, and support leadership communication efforts.

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.

Lead end-to-end, bank-grade launch and custody migration programs for tier-1 banks across Europe. Own scoping, implementation, testing, and executive steering; align legal, compliance, engineering and product; manage asset migrations, reconciliation, risk mitigation, and create repeatable enterprise launch playbooks while mentoring Launch Managers.

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.

Own Upvest's market data governance: manage provider relationships, negotiate and renew licenses, ensure redistribution compliance, maintain entitlement and usage reporting, onboard providers, advise product and engineering, and identify cost optimizations.

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 Product Manager will lead the transformation of Germany's pension landscape, focusing on product success, B2B client needs, and innovative financial solutions.

Oversee daily tax operations, ensure compliance with German tax regulations, optimize processes, manage tax reporting, and handle complex cases.

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.

As Operations Manager, you'll oversee pension processes, scale the operations team, optimize workflows, and ensure compliance while collaborating with various teams.

As an Applied AI Engineer, you will implement AI solutions at Upvest, connecting tools to internal systems and coaching teams on AI usage.

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.