AI Enablement
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
As Upvest's first dedicated Applied AI hire, you will build the AI function by identifying high-leverage opportunities, selecting and integrating tooling, connecting Claude and other LLMs to internal systems via MCP, building automation workflows, and advising colleagues across the business. The role combines hands-on engineering with internal consulting, coaching, playbook creation, and navigating privacy, compliance, and audit requirements in a regulated fintech.
Requirements
- Hands-on experience shipping AI agents and building end-to-end automations with tools like n8n
- Experience building or working with MCP servers and connecting LLMs to internal tools, APIs, and data sources
- Experience upskilling non-technical teams on AI tooling and driving adoption
- Ability to define ROI, iterate, and ship without over-engineering
- Ability to connect technical work to business outcomes
- Ability to run discovery sessions and present to senior non-technical audiences
- Experience in fintech or a closely adjacent regulated field
- 5+ years in a scale-up in a relevant role such as solutions engineer, technical consultant, or AI product engineer
- Based in Berlin
- English required; German is a plus
Responsibilities
- Identify where AI creates the most leverage across the business
- Select and integrate the right AI tooling
- Connect AI tools to internal systems, APIs, and data sources via Model Context Protocol (MCP)
- Build lightweight integrations and expand connectivity as use cases grow
- Identify high-impact automation opportunities
- Build end-to-end workflows using tools like n8n
- Decide when a simple automation beats a complex agent
- Work with colleagues across the business to optimize how they work with AI
- Run discovery sessions
- Write internal playbooks
- Coach colleagues on prompt engineering and AI tooling
- Navigate data privacy, compliance, and audit requirements
Benefits
- €20,000 per year to spend on AI tools
- €1,500 annual budget for professional development
- 30 days of annual leave
- Sports benefits
- Confidential professional coaching
- Ability to work remotely abroad for up to 183 days a year
- Employee equity program
- Company-wide events, dinners, offsites, and holiday party