Associate Account Executive

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.

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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.

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Skills

Candidate Availability

Required and preferred rules are kept separate and reflect the wording in the original posting.

About the Role

You will own cross-functional sales cycles from initial engagement through contract closing. You will identify financial institutions’ needs, develop tailored sales materials and commercial propositions, and maintain strong client and industry relationships. You will also share client insights, improve sales practices, coordinate complex projects, and work with implementation stakeholders to ensure seamless onboarding.

Requirements

  • Have 1–3+ years of experience in sales-related roles, ideally involving investments, banking, wealth management, B2B sales, or API-based products; alternatively, have equivalent experience in specialized financial services consulting on IT infrastructure projects.
  • Have previous experience in and strong interest in investments, securities trading, and software- or infrastructure-as-a-service products.
  • Understand or be eager to develop B2B solution and consultative selling methodologies.
  • Demonstrate leadership and communicate effectively with different stakeholder groups.
  • Build relationships, negotiate effectively, handle objections, and present compelling pitches.
  • Take hands-on ownership of complex projects involving multiple client and internal stakeholders.
  • Be fluent in German at C2 level.
  • Ideally have experience selling to banks or wealth managers.
  • Ideally understand the investment industry, its current trends, and its competitive landscape.
  • Ideally have a strong professional network in the investment industry.

Responsibilities

  • Own cross-functional sales cycles through contract closing and meet or exceed sales targets.
  • Understand client needs through consultative selling and develop compelling sales materials.
  • Build and maintain client and industry relationships through regular calls and networking events.
  • Share client insights and promote sales enablement and process improvements.
  • Coordinate with the implementations team to enable seamless client onboarding.
  • Manage complex projects and maintain reliable stakeholder communication and internal documentation.

Benefits

  • €20,000 annual budget for AI tools.
  • 30 days of annual leave.
  • Sports benefits.
  • Confidential professional coaching.
  • Ability to work remotely abroad for up to 183 days per year.
  • One-month fully paid sabbatical after every four years of employment.
  • Flexible choice and budget to work from home or an office, depending on the role.
  • Participation in the employee equity program.
  • Company-wide celebrations, dinners, offsites, and holiday events.
  • Employee resource groups supporting inclusion and connection.