Senior Migration Project Manager (f/m/d)

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.

We are proud to partner with Europe’s leading Fintechs and financial institutions such as DKB, Revolut, N26 and Raisin. Founded in 2017 by Martin Kassing, Upvest now brings together over 270 talented professionals from more than 70 nationalities. We’re backed by world-class investors such as Hedosophia, Sapphire, Bessemer Venture Partners, BlackRock, Earlybird, HV Capital, Notion Capital, and Motive Ventures.

What you’ll do:

As part of our Launch team, we are at the forefront of enabling seamless client onboarding and migration experiences, ensuring smooth, scalable integrations that set our clients up for success. If you thrive in a fast-paced environment, enjoy solving complex challenges, and want to shape the future of investment infrastructure, this role is for you.

• Own end-to-end delivery of large client and asset migrations, ensuring projects are meticulously planned, executed, and tested.

• Create first-class, repeatable client migration experiences: Lead and standardize securities migration projects, enabling clients to build investment products on our API. You streamline processes, create reusable documentation, and apply best practices to deliver smooth, scalable client experiences

• Set new standards in client collaboration and communication.

• Build trusted client relationships and foster cross-functional collaboration with a partnership mindset. Your pragmatic leadership style ensures successful integrations, motivates teams, and aligns client needs with our business goals.

What you bring:

• You have several years of experience in client-facing migrations and integration project roles within the German and/or European financial market.

• Experience in managing the custody transfer of financial instruments, like equities, ETFs and mutual funds.

• Skilled in handling migrations across a range of system architectures, from legacy platforms to modern APIs, ensuring a flexible and efficient approach to integration.

• Oversight in managing post-migration reconciliation to guarantee consistency across systems.

• Expert in end-to-end project management: Proven ability to design, plan, and execute large-scale migrations.

• Track record of successful executed migrations.

• Skilled at working with diverse internal teams (engineering, operations, product) and external stakeholders (clients, custodians, counterparties).

• Capable of defining and aligning technical and business requirements for seamless migration processes.

• Risk Management focus - Ability to identify risks associated with migrations and implement effective mitigation strategies.

• Passionate about improving tools and processes to optimize migration workflows.

• You are proactive in coming up with an informed hypothesis, planning with foresight, and addressing questions or issues early.

• You are fluent in English and German (both written and verbal).

It’s great if you have:

• Have a background in Business Administration, Finance, Computer Science, or adjacent fields.

• You have previous experience within or strong interest into software-/infrastructure-as-a-service products (e.g., BaaS).

How we Upvest in you:

• Impact-driven work: 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.

• Wellbeing: 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.

• Development: Growth is in our DNA. Each Upvenger has access to a personal development budget and the freedom to decide how to use it.

• Flexible work environment: 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.

• Compensation and equity: We believe that all Upvengers contribute to our success and deserve a competitive, above-market salary and a participation in our employee equity program.

• Team celebrations: Participate in company-wide events, such as UpFest, dinners, offsites and our Holiday party, to connect with colleagues and celebrate our achievements.

• Inclusion : 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.

Our Values:

• Make it easy for others. We simplify the complex and act with the best intentions

• Own the outcome. We are proactive, fast and confident to get the job done, valuing progress over perfection.

• Rise to the challenge. We aim high and push the boundaries. We stay curious, learn and celebrate our wins together.

• Tell the story. We start with the Why to align on purpose. We are transparent and share knowledge to empower and inspire others.

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

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