Associate Business Development Manager, Financial Institutions - Germany (f/m/d)

Upvest; Berlin; In loco; EUR 55.000 - 80.000; Tempo pieno

Descrizione del lavoro

Upvest in Berlin is seeking an Associate Business Development Manager to join the Growth team. You will drive the go-to-market for Europe’s investment platforms, owning the sales cycle from prospect to contract and working with fintechs, banks, and wealth managers to digitise investing propositions.

The role emphasizes client-centric selling, strong stakeholder communication, and the ability to manage complex projects with autonomy and leadership guidance, in a fast-moving, friendly environment.

Competenze

• 1–3+ years of experience in a sales-related role, ideally in investments, banking, or wealth management, preferably in a B2B environment and working with API-based products.
• Industry exposure to investments or securities trading and an interest in software- and infrastructure-as-a-service products (e.g. BaaS).
• Client-centric sales mindset with understanding or willingness to develop B2B sales methodologies (solution/consultative selling).
• Demonstrated leadership, ability to communicate with different stakeholder groups, and challenge assumptions when needed.
• Strong relationship-building and negotiation skills with the ability to earn trust and handle objections.
• Hands-on project management with proactive ownership and clear, consistent communication.

Mansioni

• Own the cross-functional sales cycle until contract closing to meet or exceed sales targets
• Drive business growth by taking a consultative approach to understanding client needs and developing compelling sales materials
• Build and maintain strong client and industry relationships through regular client calls and networking events
• Contribute to our sales enablement efforts and process improvement by sharing client insights and driving best practice
• Enable a seamless client onboarding experience via effective communication with our implementations team

Conoscenze

Cross-functional selling

Client relationship building

Negotiation skills

Stakeholder management

Project management

Consultative selling

Descrizione del lavoro

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. Upvest is backed by €280M in total funding from world-class investors, including BlackRock, Tencent, Sapphire Ventures, and Bessemer Venture Partners, Earlybird, Notion Capital, and Motive. Our latest €105M funding round in March 2026 - led by Sapphire and Tencent - serves as a massive catalyst for our growth, allowing us to offer premier investment experience.

ABOUT THE ROLE:

The Growth team at Upvest is driving our go-to-market activities, spanning across Marketing, Sales and Customer Success. Our mission is to become the Investment-as-a-service category leader for Europe's leading brokers, banks, wealth managers, and non-financial platforms. We're honoured to work with some of Europe's leading brands in a fast moving and expanding market already and are just getting started.

As Upvest enters the next stage of growth, we are seeking a highly motivated and outcome-driven Associate Business Development Manager to join us. All our team efforts are centred around the client and give you the opportunity to work with high autonomy coupled with inspirational leadership. Working in the Growth team combines impactful work with a relaxed and fun atmosphere. We have established strong practices around feedback, team health and social events.

In this role, you will work directly with our Director Business Development DACH Sven Loeckel https://www.linkedin.com/in/sven-loeckel-10824858/ to drive our Financial Institutions sales - winning and delighting our clients and collaborating closely with our growth and launch teams to help large financial institutions to digitise their investing propositions. You’ll leverage your expertise in financial services and sales to understand our clients’ needs and craft a compelling commercial proposition for them. This is an opportunity to own sizeable client relationships and thus having a direct impact by both driving the Upvest business and transforming the retail investment market.

WHAT YOU’LL DO:

• Own the cross-functional sales cycle until contract closing to meet or exceed sales targets
• Drive business growth by taking a consultative approach to understanding client needs and developing compelling sales materials that effectively communicate Upvest’s value proposition
• Build and maintain strong client and industry relationships through regular client calls and networking events
• Contribute to our sales enablement efforts and process improvement by sharing client insights and driving best practice
• Enable a seamless client onboarding experience via effective communication with our implementations team

WHAT YOU BRING:

• Experience: You have 1–3+ years of experience in a sales-related role, ideally within investments, banking, or wealth management, preferably in a B2B environment and working with API-based products. Alternatively, you have 1–3+ years of experience at a specialised financial services consultancy, working on IT infrastructure-related projects, ideally within the investment services space
• Industry Exposure: You have experience in investments or securities trading and a strong interest in software- and infrastructure-as-a-service products (e.g. BaaS)
• Client-centric sales: You have an understanding of or eagerness to develop B2B sales methodologies, such as solution/consultative selling as well as practical application of industry best practices, always starting with the clients needs’
• Stakeholder management Skills: You have demonstrated first strong leadership skills, are able to communicate well with different stakeholder groups, and are not afraid to challenge assumptions internally or externally
• Negotiation Skills: Strong relationship-building and negotiation skills, with the ability to create trust, effectively handle objections and present compelling pitches
• Project Management: Hands-on, proactive ownership of complex projects, including ensuring consistent and reliable communication with multiple client and internal stakeholders and diligent internal documentation

IT’S GREAT IF YOU HAVE:

• Experience selling to banks or wealth managers
• Industry Knowledge - thorough understanding of the investment industry, its current trends and competitive landscape
• Professional Network: Strong professional network in the investment industry
• Location Preference: Preference for candidates …