Upvest GmbH logo

Strategy & Operations Lead (f/m/d)

Job Overview

Location

Berlin

Job Type

Full-time

Category

Operations Manager

Date Posted

March 12, 2026

Full Job Description

📋 Description

  • • As an Operations Excellence Lead at Upvest GmbH, you will be instrumental in shaping and elevating the operational backbone of a rapidly growing fintech company. Your primary mission will be to drive strategic initiatives that optimize workflows, enhance efficiency, and ensure the highest standards of operational readiness across the organization. This role is pivotal in supporting Upvest's ambitious growth trajectory and its mission to make investing as easy as spending money.
  • • You will take ownership of Upvest’s entire operational process landscape. This involves meticulously documenting existing workflows, identifying areas for improvement, and implementing streamlined processes that are not only efficient but also fully compliant with relevant regulations and internal policies. Your expertise will ensure that our operations are robust, scalable, and future-proof.
  • • A key aspect of your role will be close collaboration with our product teams. You will act as a critical bridge, ensuring that new product launches and the integration of new tools are operationally seamless. Whether these initiatives are driven by upstream developments or downstream requirements, you will be responsible for guaranteeing operational readiness, thereby enabling swift and successful market introductions.
  • • Leveraging a data-driven approach is central to this position. You will be tasked with conducting in-depth analyses to pinpoint inefficiencies, identify workload challenges, and understand cost drivers within our operations. Based on these insights, you will design and implement impactful solutions that demonstrably improve performance, reduce costs, and enhance overall operational effectiveness.
  • • Beyond strategic planning, you will also oversee and optimize the day-to-day execution of our operations. This includes proactive risk management, diligent maintenance of key metrics and Key Performance Indicators (KPIs), and ensuring the seamless delivery of services across all relevant teams. Your oversight will be crucial in maintaining high standards of service and operational continuity.
  • • Strategic workforce planning and resource allocation will fall under your purview. You will anticipate future needs, manage workload peaks effectively, and ensure our teams are adequately resourced to support scalability and maintain operational resilience. This forward-thinking approach will be vital as Upvest continues its expansion.
  • • Furthermore, you will lead cross-functional training initiatives designed to upskill our teams and foster a strong culture of continuous improvement. By enhancing team agility and adaptability, you will ensure Upvest remains responsive to evolving business needs and market dynamics.
  • • This role offers a unique opportunity to work with modern technologies and contribute to building the infrastructure that will power the future of investing in Europe. You will be part of a dynamic, international team, contributing to a mission that is both complex and meaningful, without the constraints of legacy systems.
  • • Your contributions will directly impact the efficiency and scalability of Upvest's operations, enabling the company to serve its partners, including leading fintechs and financial institutions like DKB, Revolut, and N26, with unparalleled service. You will be at the forefront of operational innovation in the European fintech landscape.
  • • The role demands a proactive, self-driven individual with strong analytical capabilities and a keen eye for detail. You will be expected to communicate effectively with both internal and external stakeholders, building positive business relationships and driving consensus on operational strategies.
  • • Ultimately, you will be a key player in ensuring Upvest's operational excellence, directly contributing to the company's success and its ability to achieve its ambitious goals in the rapidly evolving world of digital finance.

Skills & Technologies

Senior
Remote
Degree Required

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Upvest GmbH logo
Upvest GmbH
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About Upvest GmbH

Upvest GmbH provides a set of APIs that enable fintechs, banks and wealth managers to embed investment capabilities into their applications. The Berlin-based company offers infrastructure for fractional shares, ETFs, crypto and other assets, handling trading, custody, settlement and regulatory compliance. Customers can launch brokerage or robo-advisor products without building their own broker-dealer, reducing time-to-market and operational overhead. Upvest holds BaFin licences for proprietary trading, investment brokerage and crypto custody, serving clients across Europe.

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