Solutions Engineer • Senior

Who you are

You have a strong background in pre-sales consulting, ideally within the financial services or fintech sectors — you understand the complexities of investment products and can articulate their value to clients. Your experience enables you to act as a trusted technical advisor, guiding clients through their investment strategy and infrastructure needs. You thrive in collaborative environments, working closely with sales, product, engineering, and operations teams to develop comprehensive solutions that meet client requirements.

You possess excellent communication skills, allowing you to effectively convey technical concepts to non-technical stakeholders — you can build strong relationships with clients and internal teams alike. Your analytical mindset helps you understand client challenges and propose tailored solutions that drive business success. You are passionate about the fintech industry and stay updated on market trends and innovations.

What you'll do

As a Senior Solutions Consultant at Upvest, you will partner with the sales team to showcase the value of our investment API to prospective clients — your role will involve understanding their business needs and challenges to provide tailored solutions. You will engage with Europe’s top financial services companies and fintechs, helping them build state-of-the-art brokerage and wealth propositions. Your expertise in investment infrastructure will be crucial in driving cross-functional collaboration across various teams to ensure comprehensive solutions are developed.

You will be responsible for conducting product demonstrations and presentations, highlighting the benefits of Upvest’s offerings — your ability to translate technical details into business value will be key in winning over clients. Additionally, you will gather feedback from clients to inform product development and enhancements, ensuring that Upvest remains at the forefront of the investment technology landscape.

What we offer

At Upvest, you will be part of a diverse and talented team dedicated to making investing as easy as spending money — we celebrate diversity and are committed to creating an inclusive environment for all employees. You will have the opportunity to work with leading fintechs and financial institutions, contributing to innovative solutions that shape the future of investment. We encourage you to apply even if your experience doesn't match every requirement, as we value curiosity and a growth mindset.

Join us in our mission to empower businesses with the best investment products and experiences — your contributions will directly impact how clients engage with their investment strategies and infrastructure. We offer a collaborative work environment where you can grow your skills and advance your career in the fintech space.