Senior Operations Manager for Altersvorsorgedepot
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
Own the end-to-end operational process for Upvest's Altersvorsorgedepot framework, serving as a subject matter expert on German pension products while building client relationships, scaling operations, and improving the pension experience.
Requirements
- Deep understanding of German pension products and market rules.
- Understanding of relevant regulatory frameworks and data exchange with ZFA.
- Strong investigative and analytical skills with the ability to identify and solve errors.
- Exceptional communication and stakeholder relationship skills.
- Ability to work under pressure and meet deadlines.
- Native or fluent German; English is a nice-to-have.
- Ability to work independently and collaboratively.
- Experience with data analysis and process automation using data visualization tools, SQL, Python, or similar.
- Several years of relevant experience with Riesterrente.
Responsibilities
- Build and manage pension processes covering transfers, contributions, bonus applications, and edge cases.
- Scale, lead, mentor, and manage the pensions operations team.
- Set up German pension products, train staff, and contribute to daily operations.
- Build relationships with client operational teams and support end users with pension-related queries.
- Contribute to building a best-in-class pension product.
- Optimise workflows and implement automation and AI.
- Design operational improvements while ensuring regulatory compliance and managing risks.
- Collaborate with Product, Engineering, Compliance, Treasury, and other teams.
- Participate in projects to scale pension offerings.
- Monitor key metrics and provide insights for business decisions and performance improvement.
Benefits
- €20,000 annual budget for AI tools.
- 30 days of annual leave.
- Sports benefits.
- Confidential professional coaching.
- Flexibility to work remotely abroad for up to 183 days per year.
- One-month fully paid sabbatical after every four years.
- Personal development budget.
- Flexible work environment across Berlin, London, and Tallinn.
- Employee equity program.
- Company-wide events and Employee Resource Groups.
