Solutions Consultant @ Upvest
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About Upvest
Upvest is on a mission to make investing as easy as spending money. They empower businesses to offer a wide range of investment products along with an outstanding capital market investment and retirement planning experience.
Founded in 2017 by Martin Kassing, Upvest is among the few European fintechs providing B2B clients full-service investment opportunities including principal broking, proprietary trading, and safe custody business. With over 250 employees across Europe, the headquarters is in Berlin, Germany with hubs in Tallinn and London.
Team Mission
Solutions at Upvest act as trusted technical advisors by blending industry expertise and Upvest know-how to deliver innovative and tailored investment solutions.
Your Mission as a Solutions Consultant
- Partner with sales to showcase Upvest's unique value proposition.
- Conduct thorough discovery to understand client needs.
- Create and manage standardized technical content and RFIs/RFPs.
- Collaborate cross-functionally with product, engineering, operations, and banking teams.
- Deliver customized demonstrations and solution workshops for top financial firms.
What You’ll Bring
Prior experience in solutions engineering, technical sales, or client-facing consulting roles within complex financial services. Excellent communication skills to successfully engage both business and technical audiences, attention to detail in creating client collateral, and a proactive mindset complemented by strong project management skills.
It’s Great If You
- Adopt a client-first mindset and pragmatic problem solving.
- Are self-driven with excellent time management and organizational skills.
- Have experience in investment space and B2B SaaS products.
Why Upvest?
Be part of a company that is transforming Europe’s securities infrastructure. Upvest offers personal coaching, development budgets, and career growth opportunities. The company supports flexible working arrangements and a culture of empowerment, trust, and openness.
Key skills/competency
- Technical Sales
- Consulting
- Pre-sales
- Investment API
- Client Engagement
- Technical Content
- RFIs/RFPs
- Cross-functional Collaboration
- Project Management
- Financial Services
How to Get Hired at Upvest
🎯 Tips for Getting Hired
- Customize your resume: Tailor it to technical sales and consulting roles.
- Highlight fintech experience: Emphasize relevant technical expertise.
- Prepare client scenarios: Use real-world examples and case studies.
- Research Upvest culture: Check their mission, values and news.