Teams 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.