Account executive for financial institutions

At Upvest, we are on a mission to make investing as easy as spending money. Upvest 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 financial institutions can save resources and fully focus on their core business.

• Own the cross-functional sales cycle until contract closing to meet or exceed sales targets
• Drive business growth by taking a consultative approach to understanding client needs and developing compelling sales materials that effectively communicate Upvest’s value proposition
• Build and maintain strong client and industry relationships through regular client calls and networking events
• Contribute to our sales enablement efforts and process improvement by sharing client insights and driving best practice
• Enable a seamless client onboarding experience via effective communication with our implementations team

• You have 1–3+ years of experience in a sales-related role, ideally within investments, banking, or wealth management, preferably in a B2B environment and working with API-based products. Alternatively, you have 1–3+ years of experience at a specialised financial services consultancy, working on IT infrastructure-related projects, ideally within the investment services space
• You have experience in investments or securities trading and a strong interest in software- and infrastructure-as-a-service products (e.g. BaaS)
• You have an understanding of or eagerness to develop B2B sales methodologies, such as solution/consultative selling as well as practical application of industry best practices, always starting with the clients needs’
• You have demonstrated first strong leadership skills, are able to communicate well with different stakeholder groups, and are not afraid to challenge assumptions internally or externally
• Strong relationship-building and negotiation skills, with the ability to create trust, effectively handle objections and present compelling pitches
• Hands-on, proactive ownership of complex projects, including ensuring consistent and reliable communication with multiple client and internal stakeholders and diligent internal documentation
• Будет плюсом: Experience selling to banks or wealth managers; Industry Knowledge - thorough understanding of the investment industry, its current trends and competitive landscape; Professional Network: Strong professional network in the investment industry; Location Preference: Preference for candidates located in Berlin / remote Germany and fluent in German (C2 or native)

• Every Upvenger has €20,000 per year to spend on the best AI tools available — so you're always working with the most powerful models and tooling on the market
• We’re building the infrastructure that will power the future of investing in Europe. It’s complex, ambitious, and meaningful. You’ll work with modern technologies and create something entirely new. No legacy systems, no limits
• Recharge with 30 days of annual leave and maintain a healthy lifestyle with sports benefits. Access confidential professional coaching and enjoy the flexibility to work remotely abroad for up to 183 days a year. Recharge with UpRest, a one-month fully paid sabbatical after every 4 years of working at Upvest
• Each Upvenger has access to a personal development budget and the freedom to decide how to use it
• Work from any of our hubs in Berlin, London or Tallinn hybrid or remotely across Europe, depending on the role. We give you the choice and budget to work where you’re most comfortable and productive, either at home or in the office. You choose.
• We believe that all Upvengers contribute to our success and deserve a competitive, above-market salary and a participation in our employee equity program
• Participate in company-wide events, such as UpFest, dinners, offsites and our Holiday party, to connect with colleagues and celebrate our achievements
• We’re committed to a culture where everyone belongs and thrives. Our Employee Resources Groups foster inclusion and connection, like Upfem for our female Upvengers, or UpVergent supporting neurodivergent Upvengers and allies