Senior Solutions Consultant (Pre-Sales) (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. 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 are based in Berlin and this role is focused on our Berlin hub. If you're currently located elsewhere but would like to move to Germany, we’re happy to support your relocation.

Team mission

Solutions at Upvest are seen as a trusted technical advisor for prospective clients, using industry and Upvest expertise to provide innovative, tailored solutions that empower them to build world‑leading investment experiences.

Your mission

As a Solutions Engineer you will partner with our sales team to demonstrate the value of Upvest to prospective clients and develop a deep understanding of their business needs and challenges. You will combine industry experience and Upvest expertise, to provide technical consulting and in-depth solutions to Europe’s largest financial services companies and fintechs, including industry leaders like Revolut, N26 and Raisin.

A key part of this role involves seamless cross‑functional collaboration with our product, engineering, operations and banking teams, to ensure we are developing comprehensive solutions that address all requirements. You’ll be responsible for helping drive Upvest’s revenue by enabling and unblocking clients through to contract and ensuring successful handover to our client launch team.

What you can expect from this role

Enable Europe’s top financial services companies and fintechs to build state‑of‑the‑art brokerage and wealth propositions

In this role, you’ll work closely with and consult Europe’s top financial services companies and fintechs. Owning and conducting thorough discovery to understand prospective clients business and technical requirements you’ll present and lead engaging, customised demonstrations that clearly articulate Upvest's value. This is an opportunity to think holistically about their investments strategy and the investment infrastructure ecosystem, while also being hands‑on when required and detail oriented.

Act as a trusted technical advisor

As a trusted technical advisor, you’ll build strong relationships with stakeholders to understand their existing and target state architecture and processes. You will become a recognised expert in Upvest’s product offering and the investment platform market, staying aware of industry trends and challenges. By owning the creation of crucial resources including solution deep‑dives, proposals and architecture overviews, you’ll support prospective clients’ decision making, as well as supporting the smooth transition of projects to the client launch team for implementation.

Drive cross‑functional collaboration

Partnering with sales, you will develop and deliver compelling solutions workshops and product deep‑dives to scope out client requirements in‑depth. You will contribute to building scalable processes and materials that streamline the sales cycle and facilitate client onboarding. You will also capture and articulate client feedback, feature enhancements and priorities - working closely with product and engineering to ensure optimal roadmap alignment. Operating in a regulated environment, you will facilitate cross‑functional collaboration across all Upvest departments (from product and engineering, to operations and banking) to ensure solution compliance.

What you’ll bring

• Experience across solutions engineering, technical sales or client facing consulting roles within complex financial services.
• Excellent verbal and written communication and presentation skills, effectively engaging both business and technical stakeholders.
• Solid technical background and a passion for technology and the investment market with a proactive approach to learning and knowledge sharing.
• Business fluent in German and English is essential.

It’s great if you

• Bring a client‑first mindset and a pragmatic approach to solving problems, capturing and translating requirements into technical solutions with a strong attention to detail.
• Are self‑motivated and thrive in autonomous environments with excellent time management and organizational skills to handle multiple priorities effectively and take ownership of outcomes.
• Have experience in the investment space and B2B SaaS products.

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 your growth with a dedicated development budget and plenty of opportunities to advance 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