At Upvest, we're on a mission to make investing as easy as spending money. We are building the first European Investment API that empowers businesses to offer seamless investment. experiences to their users.

Upvest is a well-funded, fast-growing FinTech with a diverse team of over 250 people from 70+ nationalities working across our hubs in Berlin, Tallinn, and London. Our latest €100m fundraising round (Series C) was led by Hedosophia and Sapphire Venture, with continued support from existing investors including Bessemer Venture Partners, BlackRock, Earlybird, HV Capital, Motive Ventures, and Notion Capital.

How we Upvest in you*:

• Work with experts: Solving complex problems and fixing the European securities financial infrastructure that empowers more people to be able to invest by using cutting-edge technologies.

• Flexible work environment: Work from any of our hubs in Berlin, London or Tallinn hybrid or remotely across Europe, depending on the role.

• Professional development: Access an annual budget of €1,500 for personal and professional training to master your craft.

• Wellbeing: Recharge with 30 days of annual leave and maintain a healthy lifestyle with sports benefits. Access confidential professional coaching and enjoy the flexibility to work remotely abroad for up to 183 days a year.

• Compensation and equity: We believe that all Upvengers contribute to our success and deserve a competitive, above-market salary and a participation in our employee equity program.

• Team celebrations: Participate in company-wide events, such as UpFest, dinners, offsites and our Holiday party, to connect with colleagues and celebrate our achievements.

Team’s Mission

The Growth team at Upvest is driving our go-to-market activities, spanning across Marketing, Sales and Customer Success. Our mission is to become the Investment-as-a-service category leader for Europe's leading brokers, banks, wealth managers, and non-financial platforms. We're honoured to work with some of Europe's leading brands in a fast moving and expanding market already and are just getting started.

As Upvest enters the next stage of growth, we are seeking a highly motivated and outcome-driven Account Executive to join us. All our team efforts are centred around the client and give you the opportunity to work with high autonomy coupled with inspirational leadership. Working in the Growth team combines impactful work with a relaxed and fun atmosphere. We have established strong practices around feedback, team health and social events.

Your Impact:

In this role, you will work directly with our Director Business Development DACH Sven Loeckel to drive our Financial Institutions sales - winning and delighting our clients and collaborating closely with our growth and launch teams to help large financial institutions to digitise their investing propositions. You’ll leverage your expertise in financial services and sales to understand our clients’ needs and craft a compelling commercial proposition for them. This is an opportunity to own sizeable client relationships and thus having a direct impact by both driving the Upvest business and transforming the retail investment market.

What you’ll do:

• Own the cross-functional sales cycle until contract closing to meet or exceed sales targets

• Build the business by consultatively understanding our clients’ needs and developing compelling sales materials that communicate the Upvest value proposition effectively

• Build and maintain strong client and industry relationships through regular client calls and networking events

• Contribute to our sales enablement efforts and process improvement by sharing client insights and driving best practice

• Enable a seamless client onboarding experience via effective communication with our implementations team

What you'll bring:

• Experience: You have 4-6+ years of experience in sales-related roles (ideally within investments, banking or wealth), ideally within a B2B set up and with API-based products. Alternatively you have worked for 4-6+ years at a specialised financial services consultancy on IT-infrastructure related projects ideally in the context of investment services.

• Industry Exposure: You have previous experience within and strong interest into investments, securities trading and software-/infrastructure-as-a-service products (e.g., BaaS)

• Client-centric sales: You have demonstrated expertise with B2B sales methodologies, such as solution/consultative selling as well as practical application of industry best practices, always starting with the clients needs’

• Stakeholder management Skills: You have demonstrated strong leadership skills, are able to communicate well with different stakeholder groups, and are not afraid to challenge assumptions internally or externally.

• Negotiation Skills: Strong relationship-building and negotiation skills, with the ability to create trust, effectively handle objections and present compelling pitches.

• Project Management: Hands-on, proactive ownership of complex projects, including ensuring consistent and reliable communication with multiple client and internal stakeholders and diligent internal documentation.

Your plus would be:

• Experience selling to banks or wealth managers

• Industry Knowledge - thorough understanding of the investment industry, its current trends and competitive landscape.

• Professional Network: Strong professional network in the investment industry.

• Location Preference: Preference for candidates located in Berlin / remote Germany and fluent in German (C2).

Our Values:

• Make it easy for others. Team over Egos.

• Own the outcome. Progress over Perfection.

• Rise to the challenge. Growth over Comfort.

• Tell the story. Clarity over Ambiguity.

Our Commitment to Belonging

At Upvest we’re dedicated to building an inclusive environment where every Upvenger feels a true sense of belonging and is empowered to do their best work. We are a proud equal opportunity employer. We welcome applications from all backgrounds, regardless of race, color, religion, gender, sexual orientation, age, or disability. Your unique path is what we value.

* These benefits apply if you will be hired in Germany, Estonia or the UK. If you live elsewhere within Europe, some of the benefits might be slightly different.