Junior Operations Manager for Retirement Savings Custody Account
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
The role manages transfers, allowance and bonus applications, tax processing, and edge cases for the retirement savings custody account while adhering to SLAs, KPIs, legal requirements, and internal guidelines. It also supports customer teams, develops subject-matter expertise, and improves workflows using AI, automation, and cross-functional collaboration.
Requirements
- Basic understanding of market rules and retirement provision products, especially Riester pensions.
- Knowledge of the legal framework and data exchange with the Zentrale Zulagenstelle für Altersvermögen (ZfA).
- Strong interest in using artificial intelligence and AI tools in daily work.
- Reliability, resilience, and diligent schedule management.
- Native-level German and business-fluent English, written and spoken.
- High initiative and strong teamwork skills.
- Several years of Riester pension and related operational experience preferred.
- Experience in data analysis, process optimization, visualization tools, SQL, Python, or workflow automation preferred.
- Practical experience with large language models or comparable AI solutions preferred.
Responsibilities
- Manage transfers, allowance processes, and bonus applications.
- Handle tax processing and edge cases under strict SLA and KPI compliance.
- Develop into the subject-matter expert for daily operational topics.
- Support customer teams with complex retirement provision questions.
- Optimize workflows using AI, automation tools, and cross-functional collaboration.
- Ensure smooth operations and proactively address risks in compliance with regulations and internal guidelines.
Benefits
- 30 days of annual leave
- Sports and health benefits
- Confidential professional coaching
- Remote work from abroad for up to 183 days per year
- Fully paid one-month sabbatical after every four years of tenure
- Personal learning and development budget
- Hybrid or remote work from hubs in Berlin, London, or Tallinn, or location-independent work within Europe depending on the role
- Employee equity participation program
- Company-wide events, team dinners, offsites, and holiday parties
- Employee Resource Groups
