Senior Business Development Manager Financial Institutions Germany
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 for financial institutions. You will consult on client needs, create sales materials, build client and industry relationships, share insights to improve sales enablement, and coordinate with implementation stakeholders to support client onboarding.
Requirements
- 4–6+ years of sales-related experience or specialised financial services consultancy experience
- Experience in investments, banking, wealth management, or securities trading
- Experience with API-based products
- Interest in software- and infrastructure-as-a-service products
- B2B sales methodologies
- Solution selling
- Consultative selling
- Stakeholder management
- Negotiation
- Project management
Responsibilities
- Own cross-functional sales cycles through contract closing
- Understand client needs and develop compelling sales materials
- Build and maintain client and industry relationships
- Contribute client insights and best practices to sales enablement and process improvement
- 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
