At Upvest, we are on a mission to make investing as easy as spending money. Upvest 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 financial institutions can save resources and fully focus on their core business.
We are proud to partner with Europe’s leading Fintechs and financial institutions such as DKB, Revolut, N26 and Raisin. Founded in 2017 by Martin Kassing, Upvest now brings together over 270 talented professionals from more than 70 nationalities. Upvest is backed by €280M in total funding from world-class investors, including BlackRock, Tencent, Sapphire Ventures, and Bessemer Venture Partners, Earlybird, Notion Capital, and Motive. Our latest €105M funding round in March 2026 - led by Sapphire and Tencent - serves as a massive catalyst for our growth, allowing us to offer premier investment experience.
ABOUT THE ROLE:
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 Associate 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.
In this role, you will work directly with our Director Business Development DACH Sven Loeckel https://www.linkedin.com/in/sven-loeckel-10824858/ 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
Drive business growth by taking a consultative approach to understanding client needs and developing compelling sales materials that effectively communicate Upvest’s value proposition
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 BRING:
Experience: You have 1–3+ years of experience in a sales-related role, ideally within investments, banking, or wealth management, preferably in a B2B environment and working with API-based products. Alternatively, you have 1–3+ years of experience at a specialised financial services consultancy, working on IT infrastructure-related projects, ideally within the investment services space
Industry Exposure: You have experience in investments or securities trading and a strong interest in software- and infrastructure-as-a-service products (e.g. BaaS)
Client-centric sales: You have an understanding of or eagerness to develop 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 first 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
IT’S GREAT IF YOU HAVE:
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 or native)
HOW WE UPVEST IN YOU:
Best-in-class AI tools: Every Upvenger has €20,000 per year to spend on the best AI tools available — so you're always working with the most powerful models and tooling on the market
Impact-driven work: We’re building the infrastructure that will power the future of investing in Europe. It’s complex, ambitious, and meaningful. You’ll work with modern technologies and create something entirely new. No legacy systems, no limits
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. Recharge with UpRest, a one-month fully paid sabbatical after every 4 years of working at Upvest
Development: Growth is in our DNA. Each Upvenger has access to a personal development budget and the freedom to decide how to use it
Flexible work environment: Work from any of our hubs in Berlin, London or Tallinn hybrid or remotely across Europe, depending on the role. We give you the choice and budget to work where you’re most comfortable and productive, either at home or in the office. You choose.
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
Inclusion: We’re committed to a culture where everyone belongs and thrives. Our Employee Resources Groups foster inclusion and connection, like Upfem for our female Upvengers, or UpVergent supporting neurodivergent Upvengers and allies
OUR VALUES:
Make it easy for others. We simplify the complex and act with the best intentions
Own the outcome. We are proactive, fast and confident to get the job done, valuing progress over perfection
Rise to the challenge. We aim high and push the boundaries. We stay curious, learn and celebrate our wins together
Tell the story. We start with the Why to align on purpose. We are transparent and share knowledge to empower and inspire others
Upvest is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
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