Associate Business Development Manager, Financial Institutions

You will work directly with the Director Business Development DACH to drive Financial Institutions sales — winning and delighting clients and collaborating closely with growth and launch teams to help large financial institutions digitise their investing propositions. You'll leverage expertise in financial services and sales to understand client needs and craft compelling commercial propositions, owning sizeable client relationships with direct impact on the Upvest business.

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 sales enablement efforts and process improvement by sharing client insights and driving best practice
• Enable a seamless client onboarding experience via effective communication with implementations team

What you'll need

• 1–3+ years of experience in a sales-related role, ideally within investments, banking, or wealth management in a B2B environment and working with API-based products, or equivalent experience at a specialised financial services consultancy
• Experience in investments or securities trading and strong interest in software- and infrastructure-as-a-service products
• Understanding of or eagerness to develop B2B sales methodologies, such as solution/consultative selling with practical application of industry best practices
• Strong leadership skills, ability to communicate well with different stakeholder groups, and willingness to challenge assumptions
• Strong relationship-building and negotiation skills with ability to create trust, handle objections and present compelling pitches
• Hands-on, proactive ownership of complex projects with consistent communication and diligent 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
• Location in Berlin / remote Germany and fluent in German (C2 or native)

What they offer

• €20,000 per year for AI tools and professional development
• 30 days annual leave plus one-month paid sabbatical after every 4 years
• Sports benefits and access to confidential professional coaching
• Remote work flexibility across Europe up to 183 days per year
• Competitive salary and employee equity program
• Hybrid work option across Berlin, London or Tallinn hubs