Head of Product - Clients (f/m/d)

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

Lead product strategy and delivery for the Clients Tribe, manage a domain team, define strategy and OKRs with product and engineering leadership, drive intelligent automation and agentic workflows, and own the roadmap for Internal Tooling or Upfront.

Requirements

  • Have 5+ years in Product Management, ideally focused on internal or external tooling
  • Demonstrate people leadership for teams of 3+ people
  • Apply UI/UX best practices and create low-fidelity wireframes
  • Collaborate closely with design
  • Take initiative, own outcomes, and manage dependencies
  • Learn complex finance and investment topics quickly
  • Have experience with agile software development and consistent feature delivery
  • Use product tools such as Linear, Slite, Miro, and Figma
  • Have financial services, compliance, or fintech experience as a plus
  • Have familiarity with API documentation standards and AI agent API consumption such as MCP as a plus

Responsibilities

  • Lead the Clients Tribe product vision and strategy
  • Manage one Clients Tribe domain team directly and scale product leadership
  • Define tribe strategy, OKRs, and the long-term roadmap with product and engineering leadership
  • Drive intelligent automation and agentic operational workflows
  • Act as a voice for applied AI across internal tooling
  • Own the roadmap for Internal Tooling or Upfront
  • Identify opportunities to deepen automation, broaden coverage, or redesign workflows
  • Collaborate with engineering and stay close to product users

Benefits

  • €20,000 per year for AI tools
  • 30 days of annual leave
  • Sports benefits
  • Confidential professional coaching
  • Remote work abroad for up to 183 days per year
  • One-month fully paid sabbatical after every four years
  • Personal development budget
  • Hybrid work from Berlin, London, or Tallinn, or remote work across Europe depending on the role
  • Budget and choice to work from home or the office
  • Employee equity program
  • Company-wide events, dinners, offsites, and holiday party
  • Employee resource groups