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Upvest is a fintech infrastructure company on a mission to make investing as easy as spending money. The company provides an Investment API that enables fintechs and financial institutions to offer a wide range of investment products and retirement planning solutions. Founded in 2017, Upvest now has over 270 employees across 70+ nationalities and is backed by €280M in funding from top-tier investors including BlackRock, Tencent, Sapphire Ventures, and Bessemer Venture Partners. The company recently closed a €105M Series C round in March 2026.
The Growth team drives go-to-market activities spanning Marketing, Sales, and Customer Success, with a mission to become the Investment-as-a-service category leader for Europe's leading brokers, banks, wealth managers, and non-financial platforms. The team works with high autonomy and inspirational leadership in a fast-moving, expanding market.
In this Associate Business Development Manager role, you will report directly to the Director of Business Development for the DACH region and own the full sales cycle for Financial Institutions clients. You will drive business growth by taking a consultative approach to understanding client needs, developing compelling sales materials, and building strong relationships with large financial institutions seeking to digitize their investing propositions. Key responsibilities include owning cross-functional sales cycles to meet targets, driving business growth through consultative selling, building and maintaining client relationships, contributing to sales enablement and process improvement, and enabling seamless client onboarding through effective cross-team communication.
Upvest offers a modern, impact-driven work environment with €20,000 annual AI tools budget per employee, 30 days annual leave, sports benefits, professional coaching access, flexible remote work (up to 183 days/year abroad), personal development budget, competitive above-market salary with equity participation, and a strong culture of inclusion and celebration.
REQUIREMENTS:
- 1–3+ years of experience in a sales-related role, ideally within investments, banking, or wealth management in a B2B environment, preferably with API-based products; OR 1–3+ years at a specialized financial services consultancy working on IT infrastructure projects in investment services
- Experience in investments or securities trading with strong interest in software and infrastructure-as-a-service products (e.g., BaaS)
- Understanding of or eagerness to develop B2B sales methodologies such as solution/consultative selling with practical application of industry best practices
- Strong leadership skills, ability to communicate effectively with different stakeholder groups, and willingness to challenge assumptions internally and externally
- Strong relationship-building and negotiation skills with ability to create trust, handle objections, and present compelling pitches
- Hands-on, proactive ownership of complex projects with consistent communication and diligent documentation
PREFERRED:
- Experience selling to banks or wealth managers
- Thorough understanding of investment industry trends and competitive landscape
- Strong professional network in investment industry
- Location in Berlin or remote Germany with fluent German (C2 or native)