Senior Solutions Consultant (Pre-Sales) (f/m/d)

About the role

As a Senior Solutions Consultant, you'll partner with our sales team to demonstrate the value of Upvest to prospective clients and develop a deep understanding of their business needs. You'll enable Europe's top financial services companies and fintechs to build state-of-the-art brokerage and wealth propositions - an opportunity to think holistically about their investment strategy and the broader infrastructure ecosystem. Acting as a trusted technical advisor, you'll become a recognised expert in Upvest's product offering and the investment infrastructure market, driving cross-functional collaboration across sales, product, engineering, operations and banking to develop comprehensive solutions. Ultimately, you'll help drive Upvest's revenue by enabling and unblocking clients through to contract and ensuring a successful handover to our client launch team.

Responsibilities

• Own client discovery: Conduct thorough discovery to understand prospective clients' business and technical requirements you'll present and lead engaging, customised demonstrations that clearly articulate Upvest's value.
• Conduct solution workshops: Partner with Sales to develop and deliver compelling solutions workshops and product deep-dives.
• Develop technical content: Own the creation of crucial resources including solution deep-dives, proposals and architecture diagrams.
• Accelerate pre-sales: Help develop and contribute to the strategy to build scalable processes and materials that streamline the sales cycle and facilitate client onboarding.
• Client feedback: Capture and articulate client feedback, feature enhancements and priorities - working closely with product and engineering to ensure optimal roadmap alignment.
• Ensure regulatory compliance: Operating in a regulated environment, you will facilitate cross-functional collaboration across all Upvest departments (from product and engineering, to operations and banking) to ensure solution compliance.
• What you bring:
• Experience in investments or investment-related domains is essential - you have a solid understanding of the market, its products, and the infrastructure that underpins modern brokerage and wealth propositions.
• 5 years+ experience as a solution consultant, pre-sales solution engineer or client facing consulting role within complex financial services .
• Excellent verbal and written communication and presentation skills, effectively engaging both business and technical stakeholders.
• A proven track record of owning the technical workstream in complex, multi-stakeholder sales cycles at enterprise or Tier 1 financial institutions - API-literate and able to credibly engage with client engineering teams on integration approaches and technical requirements.
• Experience creating detailed client-facing collateral , including architecture diagrams, solution proposals and technical specifications, with rigorous attention to detail.
• It's great if you have:
• Business fluent (C1) in German, Spanish, French or Italian is beneficial.
• Client-first mindset and pragmatic approach to solving problems, adept at translating complex requirements into technical solutions.
• Self-motivated , thrives in autonomous environments, and possesses excellent organisational skills to manage multiple priorities and own outcomes.
• How we Upvest in you:
• Best-in-class AI tools: Every Upvenger has €20,000 per year to spend on the best AI tools available - so you're always working with the most powerful models and tooling on the market.
• Impact-driven work: We're building the infrastructure that will power the future of investing in Europe. It's complex, ambitious, and meaningful. You'll work with modern technologies and create something entirely new. No legacy systems, no limits.
• Wellbeing: Recharge with 30 days of annual leave and maintain a healthy lifestyle with sports benefits. Access confidential professional coaching and enjoy the flexibility to work remotely abroad for up to 183 days a year. Recharge wi

Benefits

Additional Information

At Upvest, we are on a mission to make investing as easy as spending money . Upvest empowers businesses to offer a wide range of investment products and the best experience in the field of capital market investment and retirement planning. Upvest's Investment API is easy to integrate so that fintechs and financial institutions can save resources and fully focus on their core business. We are proud to partner with Europe's leading Fintechs and financial institutions such as DKB, Revolut, N26 and Raisin. Founded in 2017 by Martin Kassing, Upvest now brings together over 270 talented professionals from more than 70 nationalities. Upvest is backed by €280M in total funding from world-class investors, including BlackRock, Tencent, Sapphire Ventures, and Bessemer Venture Partners, Earlybird, Notion Capital, and Motive . Our latest €105M funding round in March 2026 - led by Sapphire and Tencent - serves as a massive catalyst for our growth, allowing us to offer premier investment experience.

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