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. This role is focused on our London or Berlin hubs, if you do want to move we’re happy to support your relocation.
Team mission
Solutions at Upvest are seen as a trusted technical advisor for prospective clients, using industry and Upvest expertise to provide innovative, tailored solutions that empower them to build world-leading investment experiences.
Your mission
As a Solutions Consultant you will partner with our sales team to demonstrate the value of Upvest to prospective clients and develop a deep understanding of their business needs and challenges.
A key part of this role involves streamlining and accelerating the technical pre-sales process by developing and managing standardised technical content and steering RFI/RFP processes (including implementing a state-of-the-art tooling stack). This role involves seamless cross-functional collaboration with our product, engineering, operations and banking teams, to ensure we are developing comprehensive solutions that address all requirements.
This role will give you the opportunity to
Enable Europe’s top financial services companies and fintechs to build state-of-the-art brokerage and wealth propositions
In this role, you’ll work closely with and consult Europe’s top financial services companies and fintechs. Owning and conducting thorough discovery to understand prospective clients’ business and technical requirements you’ll present and lead engaging, customised demonstrations that clearly articulate Upvest's value.
Act as a trusted technical advisor
As a trusted technical advisor, you’ll become a recognised expert in Upvest’s product offering and the investment infrastructure market. You’ll help create and maintain a comprehensive library of standardised technical content including solution deep-dives and architecture diagrams. You'll ensure this content is consistently updated to reflect new product releases and market developments. You’ll lead responses for RFIs and RFPs, including coordinating with internal teams to gather information and maintaining our repository of responses, to ensure consistent high quality submissions.
Drive cross-functional collaboration
Partnering with sales, you will develop and deliver compelling solutions workshops and product deep-dives. You will contribute to building scalable processes and materials that streamline the sales cycle and facilitate client onboarding. Operating in a regulated environment, you will facilitate cross-functional collaboration across all Upvest departments (from product and engineering, to operations and banking) to ensure solution compliance.
What you’ll bring
- Experience across solutions engineering/consulting, technical sales or client facing consulting roles within complex financial services.
- Excellent verbal and written communication and presentation skills, effectively engaging both business and technical stakeholders.
- Experience creating client-facing collateral including design artifacts, and technical specifications, with a strong attention to detail.
- Keen interest in tooling to support and enhance solution processes and strong project management skills to ensure delivery.
- Good technical understanding and a passion for technology and the investment market with a proactive approach to learning and knowledge sharing.
It’s great if you
- Bring a client-first mindset and a pragmatic approach to solving problems, capturing and translating requirements into technical solutions with a strong attention to detail.
- Are self-motivated and thrive in autonomous environments with excellent time management and organizational skills to handle multiple priorities effectively and take ownership of outcomes.
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
