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Upvest

B2B investment API enabling embedded brokerage

Head of Product - Clients

Technical Product ManagementUpdated on Nov 11
Full-timeBerlin, Germany

About the Job

Requirements

  • At least 5 years of Product Management experience, ideally focused on internal or external tooling.
  • Proven people leadership of teams of 3 or more people.
  • A firm grasp of UI/UX best practices, with the ability to ideate and prototype low-fidelity wireframes and collaborate closely with design.
  • A strong track record of taking initiative, owning outcomes, and bridging dependencies.
  • The ability to absorb complex topics quickly, such as subledger reconciliation and mutual fund trading flows, and apply strong product fundamentals.
  • Experience with agile software development and consistently delivering features and outcomes.
  • Comfort with product tools such as Linear, Slite, Miro, and Figma.

Responsibilities

  • Lead a Clients tribe team directly while guiding the overarching strategy and success of the Clients Tribe.
  • Work closely with the Director of Engineering and VP of Product to define the tribe's strategy, set OKRs, and shape the long-term roadmap.
  • Drive asymmetric scaling by embedding intelligence and automation into processes and exploring agentic operations and AI agents for end-to-end operational workflows.
  • Serve as the go-to voice for applied AI across tooling to help the business operate efficiently and help clients get to market faster, at lower cost and higher reliability.
  • Own the roadmap for Internal Tooling or Upfront and advance it through OKRs, deciding where to deepen automation, broaden coverage, or reimagine workflows.
  • Work directly with the Engineering team and stay close to product users.
  • Own the product success of the team and function.

Desired Qualifications

  • Experience in financial services, compliance, or fintech.
  • Familiarity with API documentation standards and interest in how AI agents consume APIs, such as MCP or similar.

About the Company

Upvest

B2B investment API enabling embedded brokerage

Upvest provides an Investment-as-a-Service API that lets fintechs, banks, and other businesses embed investment features into their apps, covering brokerage, settlement, and custody with the needed regulatory licenses. Its plug-and-play, modular API runs in the cloud and handles the full trading lifecycle—from account creation to order execution, custody, and reporting—while supporting assets like stocks, ETFs, and cryptocurrencies. Upvest differentiates itself with end-to-end regulatory and operational coverage across Europe (BaFin and FCA licenses) and a track record with big customers, enabling firms to offer investing without building their own infrastructure. The company’s goal is to make investing as easy for end-users as spending money, by helping businesses launch investment products quickly and at scale.

Company size
201-500
Company stage
Debt Financing
Total funding
$323.5M
Headquarters
Berlin, Germany
Founded
2017

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