Account Executive Germany (f/m/d)

Kurz zusammengefasst

Upvest is a fintech that provides an Investment API enabling businesses, banks and wealth managers to embed investment and retirement‑planning products into their own platforms. Backed by €280 million in funding and serving partners such as DKB, Revolut, N26 and Raisin, the company is expanding its Growth team to become the category leader for Investment‑as‑a‑Service across Europe. The Account Executive for Germany will join the Growth team and report to the Director of Business Development DACH. The role involves managing the full, cross‑functional sales cycle for financial‑institution clients, from prospecting and needs analysis through to contract signing and onboarding. Daily tasks include creating sales collateral that showcases Upvest's value, maintaining client and industry relationships via calls and events, feeding client insights into sales‑enablement processes, and coordinating with the implementation team to ensure a smooth hand‑over. Candidates must have between three and six years of sales experience in investments, banking or wealth‑management environments, preferably B2B and with API‑based products, or four to six plus years at a specialised financial‑services consultancy working on IT‑infrastructure projects. A solid background in investments and securities trading, together with a strong interest in software‑as‑a‑service or banking‑as‑a‑service solutions, is required. Proven expertise in consultative B2B selling, stakeholder management, negotiation and project ownership is essential. Fluency in German at a native or C2 level and a location in Berlin or elsewhere in Germany (remote) are also mandatory. It is advantageous to have previously sold to banks or wealth managers, a deep understanding of current investment‑industry trends, and an established professional network within that sector. The position offers a relaxed yet high‑autonomy environment, with strong feedback practices, social events and the chance to shape a fast‑growing market. Employees receive 30 days of leave, sports benefits, a one‑month paid sabbatical every four years, a personal development budget, and a competitive salary plus equity participation. What the role asks for: - 3–6 years sales experience in investments, banking or wealth management - 4–6+ years experience at a financial‑services consultancy (optional alternative) - Proven consultative B2B sales methodology expertise - Strong stakeholder management and negotiation skills - Project‑management ownership of complex client engagements - Fluent German (C2 or native) - Located in Berlin or remote within Germany - Nice‑to‑have: experience selling to banks or wealth managers - Nice‑to‑have: professional network in the investment industry