BD Manager

Upvest provides an Investment API that enables fintechs and financial institutions to offer investment products and retirement planning experiences while focusing on their core businesses. The company aims to make investing as easy as spending money and serves leading European financial brands.

• Own the cross-functional sales cycle through contract closing to meet or exceed sales targets;
• Drive business growth by understanding client needs and developing sales materials that communicate Upvest’s value proposition;
• Build and maintain client and industry relationships through client calls and networking events;
• Contribute to sales enablement and process improvement by sharing client insights and driving best practices;
• Enable seamless client onboarding through effective communication with the implementations team;
• Win and delight financial institution clients;
• Collaborate with growth and launch teams to help large financial institutions digitize their investing propositions;
• Craft compelling commercial propositions based on client needs;
• Own sizeable client relationships and contribute to business growth and transformation of the retail investment market.

• 1–3+ Years of experience in a sales-related role, ideally in investments, banking, or wealth management;
• Experience in a B2B environment and working with API-based products, or 1–3+ years at a specialized financial services consultancy on IT infrastructure-related projects;
• Experience in investments or securities trading;
• Strong interest in software- and infrastructure-as-a-service products such as BaaS;
• Understanding of or eagerness to develop B2B sales methodologies, including solution and consultative selling;
• Strong leadership and stakeholder management skills;
• Ability to communicate effectively with different stakeholder groups and challenge assumptions internally and externally;
• Strong relationship-building and negotiation skills;
• Ability to create trust, handle objections, and present compelling pitches;
• Proactive ownership of complex projects;
• Ability to communicate consistently and reliably with multiple client and internal stakeholders;
• Strong internal documentation skills;
• German at C2 level or native proficiency;
• Nice to have: experience selling to banks or wealth managers, thorough understanding of the investment industry and its competitive landscape, strong professional network in the investment industry, location in Berlin or remote Germany.

• €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 4 years of working at Upvest;
• Personal development budget;
• Competitive, above-market salary;
• Participation in the employee equity program;
• Company-wide events, dinners, offsites, and holiday parties;
• Flexible work environment with hybrid or remote work across Europe.