Jobs at Upvest

Leads Upvest’s enterprise Account Management function and live client portfolio across renewals, upsells, revenue retention, executive relationships, escalations, and client satisfaction. Builds strategic account plans, owns portfolio KPIs and budgeting, leads commercial negotiations, and advises fintech and banking clients on investment offerings. Hires and develops senior Account Managers while establishing scalable governance, health scoring, processes, tooling, and AI-enabled workflows. Partners closely with Growth, Product, Finance, Launch, and Client Experience.

Own go-to-market and commercial success across continental Europe, initially France, Spain, and Italy. Personally close complex enterprise deals with fintechs, banks, brokers, and wealth managers while building a repeatable sales process. Hire, coach, and lead a high-performing European sales team, establish targets and forecasting discipline, and collaborate with revenue operations, marketing, partnerships, solutions engineering, product, and senior leadership. The role requires strong financial infrastructure knowledge, European sales reach, multilingual ability, and hands-on quota ownership.

Lead site reliability engineering across incident management, observability, automation, SLOs, resilience architecture, chaos engineering, and disaster preparedness. Establish reliability standards, eliminate operational toil, improve system recovery, mentor engineers, and influence technical direction across product engineering teams. The role focuses on building resilient, highly available systems for a critical fintech investment platform.

Supports payment processing, treasury operations, and cash and securities reconciliations. Monitors customer transactions and bank account balances, prepares reconciliation reports, investigates discrepancies, assists with customer queries and audits, and communicates with banking partners. The role requires strong analytical, investigative, communication, and deadline-management skills. Experience with data analysis, SQL, Python, or data visualization tools is advantageous.

Own the CASS oversight framework covering client money and custody assets. Oversee reconciliations, calculations, breaches, regulatory reporting, CMAR submissions, CASS audits, resolution packs, controls, governance, training, and regulatory analysis. Partner with Product, Engineering, Compliance, Operations, clients, auditors, banks, and custodians to ensure compliant client asset processes and systems.

Support securities account and PEA transfers across the post-trade lifecycle, coordinating with banks, brokers, custodians, clients, and internal teams. Reconcile securities and cash positions, investigate settlement fails and exceptions, preserve PEA tax continuity, process registered-share operations, monitor KPIs and SLAs, document procedures, and identify automation opportunities during the French market launch.

Execute first-line anti-financial-crime operations, including PEP and sanctions screening, KYB, KYC sample checks, transaction monitoring, and client follow-ups. Maintain AFC procedures and controls while using automation, Google tools, Looker, and SQL to improve case processing, validation, and reporting. Collaborate with AFC Operations and AML teams to enhance compliance workflows and systems. This is a full-time, six-month internship with potential extension or conversion.

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 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.