Senior Account Manager - Remote

Overview

The Senior Account Manager at Upvest will empower clients to achieve their business outcomes by building and maintaining strong relationships within the investment industry, focusing on client satisfaction and strategic growth.

In Short

• Join a leading investment firm enabling financial institutions to offer investment products.
• Identify client problems and provide meaningful solutions within the Upvest ecosystem.
• Build long-term relationships with major fintech clients and banks.
• Deliver a first-class client experience through effective communication and project ownership.
• Utilize analytics tools to track client performance and share insights.
• Work cross-functionally with sales, product, and operations teams.
• Drive client satisfaction and retention.
• Engage in networking events and high-visibility client events.
• Support the company’s mission to simplify investing.
• Work remotely within Germany or the UK, with relocation support available.

Requirements

• 3 to 5 years of experience in Account Management or similar roles in the investments industry.
• Experience with consultative selling and managing large accounts.
• Strong relationship-building and expectation management skills.
• Ability to drive account initiatives and navigate ambiguity.
• Understanding of client challenges and opportunities for upselling.
• Proactive project ownership and effective communication skills.
• Solid understanding of the investment industry and its trends.
• Fluency in English and proficiency in German.
• Located in Berlin or London preferred, with flexibility for travel.

Benefits

• Opportunity to contribute to changing the European financial infrastructure.
• Access to personal coaching and development budget.
• Commitment to flexible work arrangements.
• Culture of empowerment and openness.
• Focus on team collaboration and shared success.