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Senior Product Manager - Cash & Security Management (f/m/d)

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. Upvest’s clients include some of the biggest Fintechs in Europe such as Revolut, N26 and Raisin. The company was founded in 2017 by Martin Kassing and currently employs more than 180 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.

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.

As Upvest enters the next stage of growth, we are looking for an exceptional Senior Product Manager . You will work directly with Aleksandr TsirkunovMislav Ilich, Christian Wöhlke owning topics critical to Upvest’s product and business success:

Enable millions of Europeans to invest  

You will own and develop a crucial part of the investing pipeline—ensuring investors can deposit funds and withdraw funds effortlessly. Your work will directly shape a seamless, instant, and worry-free cash management experience, giving investors the confidence to trust our platform with their financial future.

Modernise existing investment infrastructure

You will revolutionize one of the investment industry's more established processes—Security Transfers. Your challenge is to transform a traditionally slow and confusing experience into a seamless, intuitive process similar to what users experience with cash transfers. Enable tTransfers acrossalso should be enabled across many different jurisdictions and account types (e.g. French PEA, UK ISA/SIPPs etc…) 

Facilitate Upvest’s Expansion

You will own and shape key infrastructure that powers Upvest’s expansion into new regions. From setting up seamless end-user payments to integrating new venues to offer different instruments and driving banking and custody partnerships, your work will be at the heart of making global investment services a reality

What you can expect from this role:

  • Autonomy coupled with inspirational leadership: When we say empowered teams we mean it. In this role you will fully own product success with your team - with your manager and senior leadership ready to support you at all times.

  • Product-centricity throughout the organisation: At Upvest we highly value the importance of product and our Product team’s work. No struggle for relevance that product people may encounter elsewhere.

  • Product Engineering culture: Teams are working together guided by joint OKRs and a clear roadmap. Collaborate closely with your engineering counterparts to deliver client value in a decoupled and dynamic manner.

  • An exceptional team: Upvest’s Product team is one of a kind when it comes to combining impactful work with a relaxed and fun atmosphere. We have established strong practices around feedback, team health and social events.

  • Continuous learning: The complex yet fascinating field of investments, building an API product on a state-of-the-art tech stack, and working with the most relevant fintechs and financial institutions provide for an incredibly rewarding learning experience. It is a great opportunity if you aspire to grow professionally and 

Role requirements 

  • You have 3-6 years experience working in Product Management roles - ideally with focus on payments or securities transfers. Experience in financial services/investing, B2B SaaS or FinTech is a big plus. 

  • Understanding of and a focus on B2B client needs and how to delight them. You have a clear bias for impact and speed in product discovery and delivery.

  • Be a sponge! We don’t need you to be a finance or securities industry expert. But you will need to be able to absorb knowledge on complicated topics quickly (e.g. cash and securities reconciliation, SWIFT and its related complexities) and combine with your expertise on product management best practices.

  • Experience with product manager’s toolkits - such as product discovery, ticketing and documentation software (e.g., Linear, Slite, Miro, Figma etc.)

  • Excellent communication skills, both written and verbal 

  • Bonus points if you have worked with Security Transfers

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 also 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 in 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.

We’re based in Berlin but also hiring remotely for this role. If you do want to move to Berlin though, we’re happy to support your relocation.

Average salary estimate

$100000 / YEARLY (est.)
min
max
$80000K
$120000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Senior Product Manager - Cash & Security Management (f/m/d), Upvest

At Upvest, we're on the lookout for a passionate Senior Product Manager specializing in Cash & Security Management to join our dynamic team in Berlin. We're on a mission to revolutionize investing, making it as effortless as spending money. Our innovative Investment API empowers businesses to offer a myriad of investment products, redefining capital market investment and retirement planning. As a key player at Upvest, you'll develop a crucial part of our investing pipeline, allowing millions of Europeans to invest by ensuring a seamless cash management experience. Your efforts will modernize existing investment infrastructure by transforming the traditional processes of Security Transfers into intuitive experiences akin to cash transfers. You’ll be pivotal in Upvest's expansion, shaping the infrastructure that powers our outreach into new regions while integrating diverse financial products and partnership options. You can expect autonomy combined with supportive leadership, a vibrant product-centric culture, and continuous opportunities for learning through complex yet fascinating engagement in the investment sphere. If you have 3-6 years of experience in Product Management, especially in payments or securities transfers, we're excited to hear from you. Your role will not only challenge you to absorb intricate knowledge quickly but also allow you to make a significant impact in a collaborative team environment. Join us at Upvest and help shape the financial infrastructure of tomorrow!

Frequently Asked Questions (FAQs) for Senior Product Manager - Cash & Security Management (f/m/d) Role at Upvest
What are the key responsibilities of a Senior Product Manager at Upvest?

As a Senior Product Manager at Upvest, your primary responsibilities will include owning and developing a significant part of the investment cash management pipeline, transforming outdated securities transfer processes into seamless user experiences, and facilitating the company’s expansion into new markets. You'll be at the forefront of driving innovations that enhance our clients' investment capabilities across various jurisdictions.

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What qualifications do you need to become a Senior Product Manager at Upvest?

To qualify for the Senior Product Manager position at Upvest, candidates should have between 3 to 6 years of experience in Product Management, ideally with a focus on payments or securities transfers. A background in financial services, investing, B2B SaaS, or FinTech is highly advantageous. Strong communication skills and experience with various product management toolkits are also essential.

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How does Upvest support the professional growth of its Senior Product Managers?

At Upvest, we are dedicated to investing in our team members, including Senior Product Managers. We provide access to personal coaching, development budgets, and numerous opportunities to grow in your role. Our culture emphasizes continuous learning and fosters an environment where employees can expand their skills in the complex fields of investments and API products.

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Can you explain the product-centric culture at Upvest for Senior Product Managers?

The product-centric culture at Upvest empowers Senior Product Managers to fully own product success within their teams. We emphasize collaboration with engineering counterparts and ensure that our product teams' work is valued and relevant, creating an atmosphere where impactful work is combined with a relaxed, fun environment.

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What makes the Senior Product Manager role at Upvest unique compared to other companies?

What sets the Senior Product Manager role at Upvest apart is our commitment to solving complex problems in the European securities financial infrastructure landscape. This role offers a chance to work with leading fintechs in Europe and contribute significantly to making investing accessible while fostering an empowering corporate culture that prioritizes team success and individual growth.

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Common Interview Questions for Senior Product Manager - Cash & Security Management (f/m/d)
What experience do you have with cash management or securities transfers?

When answering this question, highlight your past roles and how they involved managing cash flows or dealing with securities. Discuss specific metrics demonstrating your success and emphasize your capability to learn quickly and adapt to Upvest's specific processes.

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How do you prioritize product features when developing a new investment product?

Explain your approach to prioritization, discussing how you assess client needs, market trends, and business objectives. Mention frameworks or methodologies you’ve used in the past to help guide your decision-making process.

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Can you describe a time when you turned a challenging user experience into a seamless process?

Share a specific example of a project where you identified pain points in a user experience and detail how you approached the problem. Focus on your methods for researching user feedback, collaborating with stakeholders, and implementing changes that led to positive outcomes.

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What strategies do you employ to foster collaboration between product and engineering teams?

Discuss your experience facilitating communication and collaboration by setting up regular check-ins, creating shared documentation, or utilizing product management tools. Focus on how you've successfully aligned goals and improved teamwork.

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In your opinion, what is the most significant challenge facing the financial services industry today?

This is an opportunity to showcase your knowledge of current trends and challenges. Discuss regulatory pressures, technological advancements, or competition from new entrants, and link your thoughts back to how a role in product management can address those challenges.

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How do you stay current with trends in the fintech and financial services sectors?

Share the methods you use to keep abreast of industry trends, such as following relevant publications, participating in industry forums, or engaging with professional networks. You can express your enthusiasm for continuous learning and growth within your field.

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What do you consider when defining the success metrics for a new product?

Explain the importance of setting clear, measurable goals aligned with business objectives. Discuss specific examples of metrics you've previously used and how they helped assess product success.

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How do you handle conflicts within your team or with stakeholders?

Describe your approach to conflict resolution, emphasizing communication, understanding different perspectives, and working collaboratively towards a solution. Share a specific incident where your resolution techniques led to a positive outcome.

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What excites you the most about the opportunity at Upvest?

Share your enthusiasm for Upvest's mission to improve investment accessibility and highlight specific aspects of the role that resonate with your career goals and values. This is your opportunity to express your passion for fintech and commitment to contributing positively to the industry.

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Describe your experience with product management tools and methodologies.

Discuss the specific tools you’ve used, such as Linear, Slite, or Figma, and how they've helped streamline your product management processes. Talk about any methodologies you’re familiar with, such as Agile or Lean, and how they’ve influenced your work.

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Upvest provides the first pan-European Investment API enabling businesses to offer investment experiences such as wealth or brokerage products in their applications. Using the full-stack solution (incl. tech, operations, licenses), clients can f...

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Full-time, hybrid
DATE POSTED
March 19, 2025

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