Associate Account Executive, Upvest
Germany
+ Equity Program
Investment API
Posted today
Investment API
201-500 employees
Posted today
+ Equity Program
201-500 employees
Company mission
To make investing as easy as spending money and to enable businesses to build investment experiences their customers love.
Role
Who you are
- Experience: You have 1-3+ years of experience in sales-related roles (ideally within investments, banking or wealth), ideally within a B2B set up and with API-based products. Alternatively you have worked for 1-3+ years at a specialised financial services consultancy on IT-infrastructure related projects ideally in the context of investment services
- Industry Exposure: You have previous experience within and strong interest into investments, securities trading and software-/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
- 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)
What the job involves
- 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 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 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
- 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:
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, alongside American investment monolith BlackRock. In 2023, it closed a VC investment round that one of the largest in the German fintech arena. It has gone on to secure further funding which supports ventures such as absorbing the complexity of new local tax wrappers, rolling out AI-supported investment engines, and speeding up the rate at which clients can bring pension products to market .
Steph
Company Specialist at Welcome to the Jungle
Insights
40% employee growth in 12 months
Company
Funding (last 2 of 9 rounds)
Mar 2026
$90m
LATE VC
Dec 2024
$105.1m
SERIES C
Total funding: $289.6m
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
Kollwitzkiez, Berlin, Germany
Leadership
Martin Kassing
(Founder & 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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