Jobs at Upvest

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

Design, implement, and oversee Upvest's liquidity risk framework. Lead quantitative modeling, stress testing (ILAAP), and cash flow forecasting. Build risk governance, drive risk tooling projects, mentor juniors, and communicate findings to leadership and BaFin.

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.

As a Senior Client Experience Manager, you will manage relationships with financial institutions, provide exceptional support, ensure operational excellence, advocate for client interests, and lead communication efforts.

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.

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.

Support clients through API integration and post-launch, troubleshoot technical incidents, run workshops and joint testing, monitor API/webhook usage, produce documentation and learning materials, and collaborate with client teams to improve integration quality and client experience.

Lead TechOps work owning internal IT stack and endpoint security, manage Mac fleet and zero-touch MDM/DEP deployments, build and maintain automations (Okta Workflows, n8n, Tines, Make), advise on tooling and AI adoption, collaborate with Security on governance and incident response, and continuously automate cross-department processes.

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

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.

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 a Senior Launch Manager, you will manage onboarding for clients onto Upvest's Investment API, ensuring smooth integration and building strong client relationships while leading initiatives for continuous improvement.

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.

As a Senior Legal Counsel, you will oversee legal compliance for investment products, navigating EU regulations, and ensuring scalable international expansion while collaborating with product and engineering teams.

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.