AI Inhouse Consultant
Upvest provides regulated, API-first investment infrastructure for fintechs, banks, brokers, and wealth managers across Europe and the UK.
Funding history
About Upvest
Upvest is a Berlin-based, regulated investment-infrastructure company serving financial institutions that want to launch and scale brokerage, wealth, and pension products. Its cloud-native Investment API provides brokerage, settlement, custody, and real-time investment functionality, while its operations offering automates middle- and back-office processes. Upvest supports flexible operating models under its own or clients’ licences and offers fractional securities, portfolios, and savings plans across European and UK markets.
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 own AI implementation across the company rather than joining an existing function. You'll identify where AI creates the most leverage across the business, help select and integrate the right tooling, and ship solutions that teams actually use every day. You will connect AI tools to Upvest's internal systems, integrating Claude and other LLMs with internal tools, APIs, and data sources via the Model Context Protocol (MCP), building lightweight integrations where needed and expanding connectivity as use cases grow. You'll spot high-impact automation opportunities, build end-to-end workflows using tools like n8n, and decide when a simple automation beats a complex agent. You will also act as an in-house AI consultant, working 1:1 with colleagues across engineering, operations, and client-facing teams to help them rethink how they work with AI. You'll run discovery sessions, write internal playbooks, and coach colleagues on prompt engineering and AI tooling, all while navigating the data privacy, compliance, and audit requirements that come with working at a BaFin and FCA regulated firm.
Requirements
- Hands-on experience shipping AI agents and building end-to-end automations with tools like n8n
- Experience building or working with MCP servers to connect LLMs to internal tools APIs and data sources
- Experience upskilling non-technical teams on AI tooling and driving real adoption
- Ability to define ROI iterate and ship pragmatically without over-engineering
- Ability to connect technical work to business outcomes
- Ability to run discovery sessions and present confidently to senior non-technical audiences
- Experience in fintech or a closely adjacent regulated industry
- 5+ years of experience in a scale-up in roles such as solutions engineer technical consultant or AI product engineer
- Based in Berlin
- Fluent English required German a plus
Responsibilities
- Identify where AI creates the most leverage across the business
- Select and integrate the right AI tooling
- Ship AI solutions that teams actually use
- Connect AI tools to internal systems via the Model Context Protocol (MCP)
- Integrate Claude and other LLMs with internal tools APIs and data sources
- 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 1:1 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 such as UpFest dinners offsites and holiday party
