Portfolio Jobs

Upvest is on a mission to make investing as easy as spending money. The company empowers businesses to offer a wide range of investment products and the best experience in the field of capital market investment and retirement planning. Upvest’s Investment API is easy to integrate so that fintechs and enterprises alike can save resources and fully focus on their core business.‍

Upvest is one of the few fintechs in Europe that can provide its B2B clients with the full range of investment opportunities in the areas of principal broking business, proprietary trading, and safe custody business for traditional securities. The company was founded in 2017 by Martin Kassing and currently employs more than 200 people across Europe. Its latest €100m fundraising round (Series C) was led by Hedosophia and Sapphire Venture, with continued support from existing investors including Bessemer Venture Partners, BlackRock, Earlybird, HV Capital, Motive Ventures, and Notion Capital.

As Upvest enters the next stage of growth, we are looking for an exceptional partner manager. You will be hire #1 into the partnerships team and work directly with our head of partnerships Djurre Hoogeveen owning topics critical to Upvest’s go to market success:

Define the building blocks for partnerships excellence

We aim high at Upvest. Five years ago we embarked on the mission to make investing as easy as spending money. Today we are steadily becoming the backbone of B2C investment products for leading fintechs and global financial institutions. Partnerships are highly strategic for the next phase of our growth journey, as they help i) unlock sales discussions, ii) meet client implementation demands, and iii) create end-to-end investment solution needs.

It will be your exciting task to design and improve a scalable framework for partner onboarding and management. This involves developing and standardising compelling partner touchpoints and interaction frameworks to bring our partner ecosystem to the next level. Additionally, you will create and implement the playbooks and systems that will make it simple for partners to work with us.

Build our partnerships ecosystem

We aim to create the #1 partner ecosystem in the investment infrastructure space. This means teaming up with the top companies across the different partner types, from strategy consultants and systems integrators to fund issuers and solutions providers that extend our product capabilities. We will prove early success in DACH (and the UK) as the partnerships ecosystem expands across Europe.

With your approachable and productive mindset, you will grow and further establish our partnership network. You will proactively identify and qualify high impact partners, define our value proposition for different partner types, and develop strong relationships with key stakeholders at priority partner organizations. In addition, you will lead the negotiation of cooperation agreements with our partners.

Executing the partnerships strategy

As a key member of our growing team, you will play a pivotal role in bringing the partnership strategy to life. With your strong execution skills, diligence, and structured approach you will implement the partnership strategy and drive the day-to-day. As the key counterpart to our partners, you will be responsible for delivering the partner journey from onboarding and enablement to quarterly goal setting and technical integrations.

What you'll bring:

• Experience: You have 2-3 years of experience in consulting / investment banking / equity investing and/or partnerships related roles. You are just as comfortable doing groundwork (research, outreach, setting up processes) as you are engaging with strategic topics and building relationships with senior leaders.

• Industry exposure: You have a strong interest in investments, securities trading, and software-/infrastructure-as-a-service products (e.g., BaaS).

• Methodologies & processes: You have hands-on experience in standardizing and optimizing sales-related processes.

• Project management: You proactively drive complex projects to successful outcomes while making execution efficient and straightforward for others.

• Mindset: You are eager to learn, highly productive, approach challenges in a data-driven manner, and solve problems with a bias to action and attention to detail.

• Location: Preference for candidates located in Berlin, fluent in English and German (written and verbal).

Why Upvest?

• We're working on solving a hard problem: fixing the European securities financial infrastructure that empowers more people to be able to invest. You have the opportunity to contribute to this change.

• We invest in your growth with a dedicated development budget and plenty of opportunities to advance in your role.

• We take hiring seriously with a strong focus on keeping a high bar when interviewing (equally important is that we hire decent people, who are passionate about their craft and helping us achieve our shared mission).

• While we're not quite fully-remote, we are committed to being a flexible employer, as we understand you don't have to be in the office to do your best work.

• We live a culture of empowerment, trust (that we hire the best people and get out of their way) and openness (there's a greater advantage in sharing information than keeping it to ourselves).

Our values:

• Learn and grow. We aim high to shape our future. We give and request honest feedback knowing that we develop together. Progression over Perfection.

• Team first. We make it easy for others. We value our differences and are open to others' opinions. We win and celebrate together! Team over Egos.

• Own the outcome. Whether we win or we lose, we stand together. We are proactive and get the job done. Outcome over Process.

• Tell the story. We always start with the why. We share knowledge to empower others. Transparency over Complexity.

If you are a self-starter with experience in and a passion for building and scaling revenue-generating functions, we’d love to hear from you.

Upvest is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees