AI Inhouse Consultant
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
Own AI implementation across Upvest by identifying high-impact opportunities, integrating Claude and other LLMs with internal systems through MCP, building pragmatic automations with tools such as n8n, and advising colleagues on AI adoption while navigating privacy, compliance, and audit requirements.
Requirements
- Hands-on experience shipping AI agents and end-to-end automations with tools such as n8n
- Experience building or working with MCP servers
- Experience upskilling non-technical teams on AI tooling and driving adoption
- Ability to define ROI, iterate, and ship pragmatically
- 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 industry
- 5+ years of experience in a scale-up in a solutions engineering, technical consulting, AI product engineering, or similar role
- Based in Berlin
- Fluent English required; German is a plus
Responsibilities
- Identify where AI creates the most leverage across the business
- Select and integrate AI tooling
- Ship AI solutions used by teams
- Connect AI tools to internal systems via MCP
- Integrate Claude and other LLMs with internal tools, APIs, and data sources
- Build lightweight integrations and expand connectivity
- Identify high-impact automation opportunities
- Build end-to-end workflows with tools such as n8n
- Choose simple automations over complex agents when appropriate
- Consult with colleagues across engineering, operations, and client-facing teams
- 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 budget for AI tools
- €1,500 annual budget for professional development and training
- 30 days of annual leave
- Sports benefits
- Confidential professional coaching
- Flexibility to work remotely abroad for up to 183 days a year
- Employee equity program participation
- Company-wide events, dinners, offsites, and holiday parties