Onboarding Project Manager, Upvest
Investment API
Open for applications
Investment API
101-200 employees
Open for applications
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
- 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
- Have experience working in the financial industry or any other regulated environment
- Have a background in Business Administration, Finance, Computer Science, or related fields
- Have an interest in personal investing or are eager to learn more about it
What the job involves
- 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
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: $197.5m
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 HQ
Wrangelkiez, Berlin, Germany
Leadership
Martin Kassing
(CEO)They have experience in fintech, private equity and capital markets. Founded another fintech, Shop.co, which was acquired by Klarna.
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