Product Manager, Upvest
Taxes
Investment API
Posted today
Investment API
101-200 employees
Posted today
101-200 employees
Company mission
Upvest's mission is to make investing as easy as spending money and to enable businesses to build investment experiences their customers love.
Role
Who you are
- You have [2-3+] years experience working in Product Management roles - ideally with focus on Investments and related taxes. Experience in financial services/investing, B2B SaaS or FinTech is a big plus
- Understanding of and a focus on B2B clients’ and their users’ needs and how to delight them. You have a clear bias for impact and speed in product discovery and delivery
- Be a sponge! We don’t need you to be a tax or financial expert. But you will need to be able to absorb knowledge on complicated topics quickly (e.g. specific tax computation rules, tax reporting flows and related user needs) and combine with your expertise on product management best practices
- Strong analytical skills and the ability to break down complex concepts into easily consumable ideas, clear project phases and tangible, (client-) value generating product increments
- Experience with common product manager’s toolkits - such as product discovery, ticketing and documentation software (e.g., Linear, Slite, Miro, Figma etc.)
- Domain knowledge about investments and general capital markets with an exposure to related taxes is a plus
- Excellent communication skills, both written and verbal
What the job involves
- As Upvest enters the next stage of growth, we are looking for an exceptional Product Manager - Taxes
- You will work directly with Mislav Ilich, Christian Wöhlke and Thomas Etheber owning topics critical to Upvest’s product and business success
- Revolutionize the investment infrastructure in Europe by enabling 100% localised tax handling for millions of users -- an industry first
- In doing so, you’ll navigate different tax jurisdictions, work with top (tax) consultancies and software vendors across Europe and the UK. Your work will set new standards and literally free users from the tedious and frustrating burden of annual tax work, making their investment experience even more seamless and hassle-free
- Help Europeans save millions of Euros on personal taxes by playing a key role in boosting users’ investment returns and enabling localized tax wrappers in different markets
- Your work will directly contribute to closing the retirement gap, and save taxes for millions of users, enhancing their financial security for the future
- Expand Upvest's business operations internationally by navigating the complexities of European tax regulations and executing a clear strategy for phased product rollouts and market entry
- Working with top fintech partners and innovative enterprises, you’ll ensure the right product fit and drive a strategic approach to meet diverse regulatory requirements across jurisdictions
- Autonomy coupled with inspirational leadership: When we say empowered teams we mean it. In this role you will fully own product success with your team - with your manager and senior leadership ready to support you at all times
- Product-centricity throughout the organisation: At Upvest we highly value the importance of product and our Product team’s work. No struggle for relevance that product people may encounter elsewhere
- Product Engineering culture: Teams are working together guided by joint OKRs and a clear roadmap. Collaborate closely with your engineering counterparts to deliver client value in a decoupled and dynamic manner
- An exceptional team: Upvest’s Product team is one of a kind when it comes to combining impactful work with a relaxed and fun atmosphere. We have established strong practices around feedback, team health and social events
- Continuous learning: The complex yet fascinating field of investments, building an API product on a state-of-the-art tech stack, and working with the most relevant fintechs and financial institutions provide for an incredibly rewarding learning experience. It is a great opportunity if you aspire to grow professionally
Our take
Upvest is a fintech startup that empowers financial services companies to provide their customers with access to a full range of financial assets, including stocks, ETFs and crypto products. Upvest's investment API integrates seamlessly with its customers existing systems and is designed to scale easily, freeing companies from the need to develop their own brokerage and custody infrastructure from scratch.
As one of the few companies in Germany that is licensed for both the custody of traditional securities and crypto, Upvest is able to provide its services across Europe. Its solution has been readily adopted by some major players in the space including Ginmon, Vivid and ABN AMRO.
Upvest is backed by a number of Europe's largest tech VCs (Earlybird, Notion Capital, Partech, HV Capital, ABN AMRO Ventures) alongside American investment monolith BlackRock. In 2023 it closed a VC investment round which the company has claimed is one of the largest in the German fintech arena. Its impressive capital raise will go some way to achieving Upvest's goals of profitability as it expands into the US market.
Steph
Company Specialist at Welcome to the Jungle
Insights
40% employee growth in 12 months
Company
Funding (last 2 of 8 rounds)
Dec 2024
$105.1m
SERIES C
Oct 2023
$31.8m
LATE VC
Total funding: $196.1m
Company benefits
- Greenfield projects - We’re building something quite complex. A first in Europe. This means you get to work with cutting-edge technologies, with no legacy code.
- Wellbeing - Everyone here has access to our in-house coach. You can have regular sessions to support you personally and professionally. We also believe it’s important to have time out to rest and recover, which is why we offer 30 days’ holiday.
- Development - In keeping with one of our values, ‘Learn and grow’, every Upvenger has access to a development budget. And in line with one of our other values, ‘Own the outcome’, how you make the most of it is up to you.
- Flexibility - We work in a hybrid set-up, with the team spread around Germany and other parts of Europe. 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.
Company values
- Learn and grow - We aim high to shape our future. We give and request honest feedback, knowing that we develop together. We value 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. We nurture teams, not egos
- Own the outcome - Whether we win or lose, we stand together. We are proactive and get the job done. There are many ways to reach the outcome
- Tell the story - We always start with the why. We share knowledge to empower others. We value transparency over complexity
Company HQ
Wrangelkiez, Berlin, Germany
Articles
Leadership
Martin Kassing
(CEO)They have experience in fintech, private equity and capital markets. Founded another fintech, Shop.co, which was acquired by Klarna.
Share this job
View 14 more jobs at Upvest