Solutions Consultant (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 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 principal broking, proprietary trading and safe custody for traditional securities. Founded in 2017, it currently employs more than 200 people across Europe, with headquarters in Berlin, hubs in Tallinn and London. The company completed a €100m Series C fundraising round led by Hedosophia and Sapphire Venture, with continued support from major investors.

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

Your mission: As a Solutions Consultant 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. A key part of this role involves streamlining and accelerating the technical pre‑sales process by developing and managing standardised technical content and steering RFI/RFP processes, including implementing a state‑of‑the‑art tooling stack. This role requires seamless cross‑functional collaboration with our product, engineering, operations and banking teams to ensure we develop comprehensive solutions that address all requirements.

This role will give you the opportunity to:

• Enable Europe’s top financial services companies and fintechs to build state‑of‑the‑art brokerage and wealth propositions.
• Act as a trusted technical advisor, becoming a recognised expert in Upvest’s product offering and the investment infrastructure market, creating and maintaining a comprehensive library of standardised technical content (solution deep‑dives, architecture diagrams).
• Drive cross‑functional collaboration by partnering with sales to develop and deliver compelling solutions workshops and product deep‑dives, contributing to scalable processes and materials that streamline the sales cycle and facilitate client onboarding.

What You’ll Bring:

• Experience across solutions engineering/consulting, 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.
• Experience creating client-facing collateral including design artifacts and technical specifications, with a strong attention to detail.
• Keen interest in tooling to support and enhance solution processes and strong project management skills to ensure delivery.
• Good technical understanding and a passion for technology and the investment market, with a proactive approach to learning and knowledge sharing.

It’s great if you:

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

Why Upvest?

• We are working on solving a hard problem: fixing the European securities financial infrastructure to empower more people to invest, giving you the opportunity to contribute to this change.
• We invest in you: access to a personal coach, a development budget and plenty of growth opportunities.
• We take hiring seriously with a strong focus on maintaining a high bar, hiring passionate people who help us achieve our shared mission.
• While we are not quite fully‑remote, we are committed to being a flexible employer; you don’t have to be in the office to do your best work.
• We live a culture of empowerment, trust and openness.

Our Values:

• Learn and grow – we aim high, give and request honest feedback, and progress over perfection.
• Team first – we make it easy for others, value differences, and celebrate together.
• Own the outcome – we stand together, are proactive, and get the job done.
• Tell the story – we start with why, share knowledge, and promote transparency.

Upvest is an equal‑opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.