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.
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
You will take responsibility for and carry out transfers, allowance management, bonus applications, tax processing, and edge-case handling for the retirement savings custody account, all while strictly adhering to SLAs and KPIs. You will continuously develop into the central subject-matter expert for all topics related to daily operational business. You will provide expert support to customer teams as they assist their end users, answering complex questions about retirement provisions. You will continuously optimize workflows through the targeted use of AI, automation tools, and cross-functional collaboration. You will ensure smooth operations and proactively address risks while strictly observing legal regulations and internal guidelines.
Requirements
- Basic understanding of market rules and common retirement provision products, especially Riester pension
- Knowledge of the legal framework and basic understanding of data exchange with the Zentrale Zulagenstelle für Altersvermögen (ZfA)
- Strong interest in working with artificial intelligence and actively using AI tools in daily work
- Reliability and resilience during periods of high workload as well as diligent schedule management
- Native-level German and business-fluent English, written and spoken
- High level of initiative combined with strong teamwork skills
- Several years of professional experience with a deep focus on Riester pension and related operational processes (preferred)
- Solid experience in data analysis and process optimization using visualization tools, and knowledge of SQL, Python or workflow automation such as n8n (preferred)
- Practical experience using large language models such as Claude or comparable AI-supported solutions (preferred)
Responsibilities
- Take responsibility for and carry out transfers, allowance management, and bonus applications
- Handle tax processing and edge-case handling under strict SLA and KPI compliance
- Develop into the central subject-matter expert for daily operational topics
- Support customer teams in assisting end users and answering complex retirement provision questions
- Optimize workflows through AI, automation tools, and interdisciplinary collaboration
- Ensure smooth operations and proactively address risks in compliance with legal regulations and internal guidelines
Benefits
- 30 days of annual leave
- Sports and health benefits
- Access to confidential professional coaching
- Ability to work remotely from abroad for up to 183 days per year
- Fully paid one-month sabbatical (UpRest) 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 within Europe depending on the role
- Employee equity participation program
- Company-wide events such as UpFest, team dinners, offsites and holiday parties
- Employee Resource Groups such as Upfem and UpVergent