Client Impact Strategy & Operations Lead (f/m/d)

Upvest, founded in 2017, enables any financial institution to offer great investment experiences to its customers. Upvest is an investment firm regulated by the German supervision authority (BaFin). The company currently employs 160+ people across Europe with its headquarters based in Berlin, Germany.

The company is backed by the world’s largest venture capital funds and investors including Bessemer Venture Partners, BlackRock, Earlybird, HV Capital, Notion Capital, and ABN Amro Ventures, as well as by renowned fintech entrepreneurs (including Maximilian Tayenthal, founder of N26, and Felix Haas, founder of IDnow).

We’re looking for fintech enthusiasts to join us in creating the financial infrastructure of tomorrow. We’re building the first European Investment API to enable any financial institution offering a wide range of efficient and transparent investment products, such as stocks and ETFs in nominal, portfolio, and fractional form. Our mission and vision is to make investing as easy as spending money.

We’re based in Berlin but are also open to hiring remotely in Germany for this role. If you're currently based elsewhere but would like to move to Germany, we’re happy to support your relocation.

Your Mission:

At Upvest, the Client Impact team is at the heart of our strategy, ensuring a seamless and outstanding experience for our clients—from onboarding to long-term success. Our mission is to empower clients at every stage by providing exceptional support, strategic guidance, and technical expertise.

You will be part of a cross-functional team that plays a pivotal role in delivering Upvest’s mission. Client Impact is structured into four key areas:

• Launch (7 FTE): Leads clients from signing to go-live, collaborating closely with internal teams—especially Product—and client counterparts.

• Account Management (3 FTE): Owns post-go-live client relationships, driving satisfaction, expansion, and upsell opportunities.

• Client Experience (4 FTE): Serves as the first point of contact for B2B operational support, working in sync with middle and back-office teams.

• Integration Success (2 FTE): Provides technical B2B support, ensuring smooth client setups, launches, and API governance.

By joining us, you’ll contribute to a high-impact team that is front and center in shaping Upvest’s client experience and long-term success.

This role offers you the opportunity to:

• Be part of shaping Upvest’s Client Impact vision and strategy, the way we delight clients throughout their entire lifecycle.

• Lead key strategic projects that are critical to achieve the long-term objectives.

• Set the standard of excellence through cross-team efficiency efforts and best-in-class project management and communication skills.

• Get top-tier client exposure through direct involvement in business critical launch projects.

• Establish and oversee Client Impact Objectives and Key Results (OKRs) to drive performance and measure success within the department.

• Set up KPIs and reporting standards to steer the department

• Support and work directly VP Client Impact.

Job Requirements

You have:

• You have several years of experience in strategy consulting, ideally with a focus on financial services or in the strategy department of a top tier fintech.

• You excel at analysing complex problems, breaking them down into actionable insights, and driving towards measurable outcomes.

• You thrive in cross-functional teams, aligning efforts toward shared goals. 

• You are comfortable managing multiple projects simultaneously, adapt quickly to new challenges, and are eager to take on tasks beyond your typical scope of ownership.

• You enjoy developing and articulating strategic initiatives while also diving into the details to ensure flawless execution.

• You are a fintech enthusiast, ideally have experience in the investment market and are excited to share the future of investing

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 you. From access to a personal coach, development budget and plenty of opportunities to grow 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.

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