Senior Migration Project Manager (f/m/d)
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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 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.
This Role Offers You The Opportunity To
- 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.
- 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)
- 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)
- 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).
- 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.
Seniority level
Seniority level
Mid-Senior level
Employment type
Employment type
Full-time
Job function
Job function
Project Management and Information Technology
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