Client Impact Strategy & Operations Lead - Remote

Overview

As a Client Impact Strategy & Operations Lead at Upvest, you will be at the heart of our strategy, ensuring a seamless and outstanding experience for our clients—from onboarding to long-term success. You will empower clients at every stage by providing exceptional support, strategic guidance, and technical expertise.

In Short

• Shape Upvest’s Client Impact vision and strategy.
• Lead key strategic projects for long-term objectives.
• Establish standards of excellence in project management.
• Direct involvement in critical client launch projects.
• Set up KPIs and reporting standards.
• Support and work directly with the VP Client Impact.

Requirements

• Experience in strategy consulting focused on financial services.
• Ability to analyze complex problems and drive measurable outcomes.
• Thrives in cross-functional teams.
• Comfortable managing multiple projects simultaneously.
• Experience in investment market preferred.

Benefits

• Opportunity to contribute to the European securities financial infrastructure.
• Access to personal coaching and development budget.
• Focus on hiring high-quality, passionate individuals.
• Flexible employer committed to remote work.
• Culture of empowerment, trust, and openness.