Upvest is on a mission to make investing as easy as spending money. The company empowers businesses to offer a wide range of investment products and the best experience in the field of capital market investment and retirement planning. Upvest’s Investment API is easy to integrate so that fintechs and enterprises alike can save resources and fully focus on their core business.
Upvest is one of the few fintechs in Europe that can provide its B2B clients with the full range of investment opportunities in the areas of principal broking business, proprietary trading, and safe custody business for traditional securities. The company was founded in 2017 by Martin Kassing and currently employs more than 200 people across Europe. Its 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.
We currently employ 200+ people across Europe with our headquarters based in Berlin, Germany, and hubs in Tallinn, Estonia, and London, UK. We would consider hiring remotely for this role. If you do want to move to one of our hubs, we’re happy to support your relocation.
Your Mission:
At Upvest, the Client Impact team is at the heart of our strategy, ensuring a seamless and outstanding experience for our clients—from onboarding to long-term success. Our mission is to empower clients at every stage by providing exceptional support, strategic guidance, and technical expertise.
You will be part of a cross-functional team that plays a pivotal role in delivering Upvest’s mission. Client Impact is structured into four key areas:
- Launch (7 FTE): Leads clients from signing to go-live, collaborating closely with internal teams—especially Product—and client counterparts.
- Account Management (3 FTE): Owns post-go-live client relationships, driving satisfaction, expansion, and upsell opportunities.
- Client Experience (4 FTE): Serves as the first point of contact for B2B operational support, working in sync with middle and back-office teams.
- Integration Success (2 FTE): Provides technical B2B support, ensuring smooth client setups, launches, and API governance.
By joining us, you’ll contribute to a high-impact team that is front and center in shaping Upvest’s client experience and long-term success.
This role offers you the opportunity to:
- Be part of shaping Upvest’s Client Impact vision and strategy, the way we delight clients throughout their entire lifecycle.
- Lead key strategic projects that are critical to achieve the long-term objectives.
- Set the standard of excellence through cross-team efficiency efforts and best-in-class project management and communication skills.
- Get top-tier client exposure through direct involvement in business critical launch projects.
- Establish and oversee Client Impact Objectives and Key Results (OKRs) to drive performance and measure success within the department.
- Set up KPIs and reporting standards to steer the department
- Support and work directly VP Client Impact.
What you'll bring:
- You have several years of experience in strategy consulting, ideally with a focus on financial services or in the strategy department of a top tier fintech.
- You excel at analysing complex problems, breaking them down into actionable insights, and driving towards measurable outcomes.
- You thrive in cross-functional teams, aligning efforts toward shared goals.
- You are comfortable managing multiple projects simultaneously, adapt quickly to new challenges, and are eager to take on tasks beyond your typical scope of ownership.
- You enjoy developing and articulating strategic initiatives while also diving into the details to ensure flawless execution.
- You are a fintech enthusiast, ideally have experience in the investment market and are excited to share the future of investing
Why Upvest?
- We're working on solving a hard problem: fixing the European securities financial infrastructure that empowers more people to be able to invest. You have the opportunity to contribute to this change.
- We invest in you. From access to a personal coach, development budget and plenty of opportunities to grow in your role.
- We take hiring seriously with a strong focus on keeping a high bar when interviewing (equally important is that we hire decent people, who are passionate about their craft and helping us achieve our shared mission).
- While we're not quite fully-remote, we are committed to being a flexible employer, as we understand you don't have to be in the office to do your best work.
- We live a culture of empowerment, trust (that we hire the best people and get out of their way) and openness (there's a greater advantage in sharing information than keeping it to ourselves).
Our values:
- Learn and grow. We aim high to shape our future. We give and request honest feedback knowing that we develop together. Progression over Perfection.
- Team first. We make it easy for others. We value our differences and are open to others' opinions. We win and celebrate together! Team over Egos.
- Own the outcome. Whether we win or we lose, we stand together. We are proactive and get the job done. Outcome over Process.
- Tell the story. We always start with the why. We share knowledge to empower others. Transparency over Complexity.
Upvest is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
