Solutions Consultant

Upvest is on a mission to make investing as easy as spending money. The company empowers businesses to offer a wide range of investment products and the best experience in capital market investment and retirement planning. Upvest’s Investment API is easy to integrate so that fintechs and enterprises alike can save resources and fully focus on their core business.

Upvest is one of the few fintechs in Europe that can provide its B2B clients with the full range of investment opportunities in principal broking, proprietary trading and safe custody for traditional securities. Founded in 2017 by Martin Kassing, it currently employs more than 200 people across Europe, with headquarters in Berlin, hubs in Tallinn and London. The company completed a €100m Series C fundraising round led by Hedosophia and Sapphire Venture, with continued support from major investors.

We consider hiring remotely for this role; relocation support is available if you move to one of our hubs.

Solutions at Upvest are seen as a trusted technical advisor for prospective clients, using industry expertise to provide innovative, tailored solutions that empower them to build world‑leading investment experiences.

As a Solutions Consultant you will partner with our sales team to demonstrate the value of Upvest to prospective clients and develop a deep understanding of their business needs and challenges.

A key part of this role involves streamlining and accelerating the technical pre‑sales process by developing and managing standardised technical content and steering RFI/RFP processes, including implementing a state‑of‑the‑art tooling stack. This role requires seamless cross‑functional collaboration with our product, engineering, operations and banking teams to ensure we develop comprehensive solutions that address all requirements.

Enable Europe’s top financial services companies and fintechs to build state‑of‑the‑art brokerage and wealth propositions.

You will become a recognised expert in Upvest’s product offering and the investment infrastructure market, creating and maintaining a comprehensive library of standardised technical content (solution deep‑dives, architecture diagrams). You’ll ensure this content is consistently updated and lead responses for RFIs and RFPs, coordinating with internal teams.

Partnering with sales, you will develop and deliver compelling solutions workshops and product deep‑dives, contributing to scalable processes and materials that streamline the sales cycle and facilitate client onboarding. Operating in a regulated environment, you’ll ensure solution compliance across all Upvest departments.

• Experience across solutions engineering/consulting, technical sales or client‑facing consulting roles within complex financial services.
• Excellent verbal and written communication and presentation skills, effectively engaging both business and technical stakeholders.
• Experience creating client-facing collateral including design artifacts and technical specifications, with a strong attention to detail.
• Keen interest in tooling to support and enhance solution processes and strong project management skills to ensure delivery.
• Good technical understanding and a passion for technology and the investment market, with a proactive approach to learning and knowledge sharing.

• Bring a client‑first mindset and a pragmatic approach to solving problems, translating requirements into technical solutions with a strong attention to detail.
• Are self‑motivated and thrive in autonomous environments, with excellent time management and organisational skills to handle multiple priorities effectively and take ownership of outcomes.
• Have experience in the investment space and B2B SaaS products.

• We're working on solving a hard problem: fixing the European securities financial infrastructure to empower more people to invest, giving you the opportunity to contribute to this change.
• We invest in you: access to a personal coach, a development budget and plenty of growth…