Account Executive Germany
Upvest provides regulated, API-first investment infrastructure for fintechs, banks, brokers, and wealth managers across Europe and the UK. Its platform supports brokerage, settlement, custody, fractional investing, portfolios, savings plans, and investment operations.
Funding history
About Upvest GmbH
Upvest is a regulated investment infrastructure company offering a cloud-native Investment API for brokerage, settlement, custody, and real-time investment functionality. It also provides middle- and back-office business process outsourcing, regulatory licences, fractional securities, portfolios, savings plans, and operating models for financial institutions launching or scaling investment and pension products.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will work directly with the Director Business Development DACH to drive Financial Institutions sales. You will own the cross-functional sales cycle until contract closing, develop compelling sales materials, build client and industry relationships, contribute to sales enablement and ensure smooth client onboarding with the implementations team.
Requirements
- 3–6 years of sales experience, ideally in investments, banking or wealth management, preferably B2B with API-based products, or 4–6+ years at a financial services consultancy on IT infrastructure projects
- Experience in investments and securities trading and interest in software/infrastructure-as-a-service
- B2B consultative sales methodology expertise
- Stakeholder management and leadership skills
- Negotiation and relationship-building skills
- Project management skills
- Nice to have: experience selling to banks or wealth managers
- Nice to have: investment industry knowledge and network
- Preferred: based in Berlin or remote Germany, fluent German (C2 or native)
Responsibilities
- Own the cross-functional sales cycle until contract closing
- Understand client needs and develop compelling sales materials
- Build and maintain client and industry relationships
- Contribute to sales enablement and process improvement
- Enable seamless client onboarding with the implementations team
Benefits
- €20,000 per year budget for AI tools
- 30 days of annual leave
- Sports benefits
- Confidential professional coaching
- Work remotely abroad up to 183 days a year
- One-month paid sabbatical after every 4 years
- Personal development budget
- Flexible hybrid or remote work across Europe depending on role
- Employee equity program
- Company events and team celebrations
- Employee Resource Groups
