Onboarding Project Manager (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 200 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 currently employ 200 people across Europe with our headquarters based in Berlin, Germany, and hubs in Tallinn, Estonia, and London, UK. We would consider hiring remotely for this role. If you do want to move to one of our hubs, we’re happy to support your relocation.

Your Mission

As Senior Onboarding Project Manager ,you'll take full ownership of onboarding Europe’s leading Fintechs, as well as enterprise clients, including banks, to Upvest’s Investment API. You'll manage end-to-end client launches, ensuring smooth integration across tech, operations, and compliance. By standardizing processes and leveraging best practices, you’ll make onboarding faster and more efficient.

Shape client collaboration and communication

Your role goes beyond project management—you’ll build strong, long-term client relationships and set new standards for communication. By understanding clients' needs, you'll help them launch and onboard successfully while driving insights that enhance Upvest’s product development. Your leadership will foster collaboration across teams, ensuring the best experience for our clients.

This Role Offers You The Opportunity To

• Lead the onboarding of Europe’s top Fintechs and banks onto Upvest’s Investment API.
• Play a key role in establishing Upvest as the category leader in investment infrastructure across Europe.
• Take full ownership of complex client launches and onboarding, guiding them from contract signing to successful go-live.
• Drive execution with a strong outcome-focused approach, ensuring clear prioritization and communication.
• Navigate complex challenges with a bias for speed and simplicity, applying an MVP mindset to deliver impactful solutions.
• Manage high-stakes client situations with confidence, focusing on problem-solving and long-term success.
  
  

Job Requirements

You have:

• 4 years of experience in client-facing onboarding and integration project roles (ideally within Fintech, investments, banking, or management consulting)
• Previous experience with or strong interest in software-/infrastructure-as-a-service products (e.g., BaaS)
• Strong project and people leadership skills, with the ability to communicate effectively with different stakeholder groups
• A client-first mindset and a pragmatic approach to solving problems
• A structured and proactive approach, anticipating challenges early and addressing them with foresight
• The ability to work autonomously, take ownership, and drive initiatives within or close to your area of responsibility
• Professional proficiency in both German and English is essential for this role
  
  

It’s Great If You

• Have experience working in the financial industry or any other regulated environment
• Have a background in Business Administration, Finance, Computer Science, or related fields
• Have an interest in personal investing or are eager to learn more about it
  
  

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