Onboarding Project Manager, Upvest

• 4+ years of experience in client-facing onboarding and integration project roles (ideally within Fintech, investments, banking, or management consulting)
• Previous experience with or strong interest in software-/infrastructure-as-a-service products (e.g., BaaS)
• Strong project and people leadership skills, with the ability to communicate effectively with different stakeholder groups
• A client-first mindset and a pragmatic approach to solving problems
• A structured and proactive approach, anticipating challenges early and addressing them with foresight
• The ability to work autonomously, take ownership, and drive initiatives within or close to your area of responsibility
• Professional proficiency in both German and English is essential for this role

Desirable

• As Senior Onboarding Project Manager ,you'll take full ownership of onboarding Europe’s leading Fintechs, as well as enterprise clients, including banks, to Upvest’s Investment API
• You'll manage end-to-end client launches, ensuring smooth integration across tech, operations, and compliance
• By standardizing processes and leveraging best practices, you’ll make onboarding faster and more efficient
• Shape client collaboration and communication
• Your role goes beyond project management—you’ll build strong, long-term client relationships and set new standards for communication
• By understanding clients' needs, you'll help them launch and onboard successfully while driving insights that enhance Upvest’s product development
• Your leadership will foster collaboration across teams, ensuring the best experience for our clients
• Lead the onboarding of Europe’s top Fintechs and banks onto Upvest’s Investment API
• Play a key role in establishing Upvest as the category leader in investment infrastructure across Europe
• Take full ownership of complex client launches and onboarding, guiding them from contract signing to successful go-live
• Drive execution with a strong outcome-focused approach, ensuring clear prioritization and communication
• Navigate complex challenges with a bias for speed and simplicity, applying an MVP mindset to deliver impactful solutions
• Manage high-stakes client situations with confidence, focusing on problem-solving and long-term success

• 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.

Total funding: $197.5m

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.