Senior Account Executive Embedded Investments Europe
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
You will own cross-functional sales cycles through contract closing and build an embedded-investments pipeline across Europe. You will consult with prospective clients, create compelling sales materials, develop client and industry relationships, bring market insight to product and partnership decisions, and coordinate with implementation stakeholders to support onboarding.
Requirements
- 2–4+ years of sales, partnerships, or business development experience, or specialised financial services consultancy experience
- Experience with API-based products
- Exposure to financial services
- Track record of closing complex commercial or partnership deals
- B2B sales methodologies
- Solution selling
- Consultative selling
- Data-driven selling
- Qualification frameworks
- AI-enabled selling
- Stakeholder management
- Negotiation
- Project management
Responsibilities
- Own cross-functional sales cycles through contract closing
- Build an embedded-investments pipeline across Europe
- Understand client needs and develop sales materials
- Shape the embedded-investments proposition with Product, Solutions Engineering, and Partnerships
- Build and maintain client and industry relationships
- Coordinate with the implementations team to support client onboarding
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
- Choice and budget to work at home or in the office
- Employee equity program
- Company-wide events, dinners, offsites, and holiday party
- Employee resource groups
