(Senior) Account Executive, Embedded Investments - Europe (f/m/d)
Job description
An Account Executive role in Upvest's Growth team, focused on building the Embedded Investments segment by selling the Investment API to platforms outside traditional financial services. The role works directly with the Director of Growth to open this market across Europe.
At a glance
- Employment
- Full-time · Employee (employment agreement)
- Work mode
- Hybrid · Berlin, Germany
- Languages
- English, German – C2 or native
What you'll do
- Own the cross-functional sales cycle until contract closing to meet or exceed sales targets
- Build our embedded pipeline across Europe by identifying and opening platforms outside traditional financial services, from consumer apps, retailers and telecoms to B2B software and AI platforms
- Build the business by consultatively understanding our clients' needs and developing compelling sales materials that communicate the Upvest value proposition effectively to product, growth and commercial stakeholders
- Shape our embedded proposition together with Product, Solutions Engineering and Partnerships by bringing back what plug-and-play needs to mean for clients without in-house investment expertise
- Build and maintain strong client and industry relationships through regular client calls and networking events
- Enable a seamless client onboarding experience via effective communication with our implementations team
What we're looking for
- 2–4+ years of experience in sales, partnerships, or business development, ideally in a B2B environment, with experience working with API-based products and exposure to financial services; alternatively 2–4+ years at a specialised financial services consultancy working on IT infrastructure-related projects, ideally within the investment services sector
- Successfully taken complex commercial or partnership deals from initial discussions through to signature and launch, ideally with a track record of consistent quota attainment
- Seeking an individual contributor role and genuinely motivated by selling and closing deals rather than managing a sales team
- Previous experience in financial services, with a strong interest in software- and infrastructure-as-a-service products (e.g., BaaS and embedded payments), and a genuine curiosity about investments and securities trading
- Demonstrated expertise with B2B sales methodologies, such as solution/consultative selling as well as practical application of industry best practices, always starting with the clients needs
- Work data- and KPI-driven, apply clear qualification frameworks to allocate time, and use AI actively to increase coverage and throughput
- Demonstrated strong leadership skills, able to communicate well with different stakeholder groups, from product and growth teams to legal, risk and compliance, and not afraid to challenge assumptions internally or externally
- Strong relationship-building and negotiation skills, with the ability to create trust, effectively handle objections and present compelling pitches
- Hands-on, proactive ownership of complex projects, including ensuring consistent and reliable communication with multiple client and internal stakeholders and diligent internal documentation
Nice to have
- Experience selling to banks or wealth managers
- Thorough understanding of the investment industry, its current trends and competitive landscape
- Strong professional network in the investment industry
- Preference for candidates located in Berlin / remote Germany and fluent in German (C2 or native)
Your team
Growth team
Driving go-to-market activities spanning across Marketing, Sales and Customer Success; mission is to become the Investment-as-a-service category leader for Europe's leading brokers, banks, wealth managers, and non-financial platforms.
Benefits
30 days of annual leave and sports benefits; access confidential professional coaching and flexibility to work remotely abroad for up to 183 days a year; UpRest, a one-month fully paid sabbatical after every 4 years of working at Upvest
Work from any of our hubs in Berlin, London or Tallinn hybrid or remotely across Europe, depending on the role; choice and budget to work where you're most comfortable and productive, either at home or in the office
- Every Upvenger has €20,000 per year to spend on the best AI tools available
- Impact-driven work building the infrastructure that will power the future of investing in Europe
- Each Upvenger has access to a personal development budget and the freedom to decide how to use it
- Competitive, above-market salary and a participation in our employee equity program
- Company-wide events, such as UpFest, dinners, offsites and our Holiday party
- Employee Resources Groups fostering inclusion and connection, like Upfem and UpVergent
Apply
Direct apply at Upvest
Opens the job posting at Upvest
About Upvest
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.
Key facts
- over 270 talented professionals from more than 70 nationalities
- 2017
- Investment infrastructure / financial technology
- Founded in 2017 by Martin Kassing
- Backed by €280M in total funding
- Latest €105M funding round in March 2026 led by Sapphire and Tencent
- Investment API for fintechs and financial institutions
Partners & customers
What they value
- Make it easy for others.
- Own the outcome.
- Rise to the challenge.
- Tell the story.