Senior Operations Manager for Altersvorsorgedepot
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 own the operational end-to-end process of Upvest's core business priority, the AVD (Altersvorsorgedepot) framework. You'll bridge the wealth gap in Europe by empowering millions to own their future through simplified, accessible long-term investments, and you'll help revolutionise a new generation of pensions in Germany. You will build relationships with client operational teams, act as a subject matter expert on German pension products, and drive operational improvements while ensuring compliance with regulations.
Requirements
- Deep understanding of market rules and existing pension products in the German market
- Understanding of relevant regulatory frameworks and data exchange with ZFA
- Strong investigative and analytical skills; ability to identify and solve errors
- Exceptional ability to communicate and foster positive business relationships with both internal and external stakeholders
- Ability to work under pressure and meet deadlines
- Native or fluent German (both written and verbal); English is just a nice-to-have
- Ability to work independently as well as a part of a team
- Experience in data analysis and process automation using data visualization tools, SQL, Python, or similar
- Several years of relevant work experience with Riesterrente (former german pension product)
Responsibilities
- Build and manage Upvest's pensions processes in regards to transfers, contribution management, bonus applications and edgecase-handling
- Scale and lead the pensions operations team by building, mentoring, and managing team members as business growth and volume requirements evolve
- Act as a subject matter expert, responsible for setting up Upvest's german pension products, train staff and contribute in the daily tasks
- Build relationships with the operational teams of clients and assist them in supporting their end-users with pension related queries
- Contribute to building a best-in-class product
- Optimise workflows and contribute to the implementation of automation and AI to define the pension experience
- Design operational improvements whilst ensuring compliance with regulations and internal policies, addressing potential risks to support reliable and secure operations
- Collaborate with Product, Engineering, Compliance, Treasury and other teams to support efficient processes and address challenges as they arise
- Participate in projects aimed at scaling pension offers
- Monitor key metrics providing insights to support business decisions and improve performance
Benefits
- €20,000 per year to spend on AI tools
- 30 days of annual leave
- Sports benefits
- Confidential professional coaching
- Flexibility to work remotely abroad for up to 183 days a year
- One-month fully paid sabbatical after every 4 years of working at Upvest
- Personal development budget
- Flexible work environment across hubs in Berlin, London or Tallinn, hybrid or remote
- Employee equity program
- Company-wide events such as UpFest, dinners, offsites and Holiday party
- Employee Resource Groups