Chief of Staff - Banking (f/m/d)

at  Upvest

Upvest, founded in 2017, enables any financial institution to offer great investment experiences to its customers. Upvest is an investment firm regulated by the German supervision authority (BaFin) and the Financial Conduct Authority (FCA). The company currently employs 170+ people across Europe with its headquarters based in Berlin, Germany.
The company is backed by the world’s largest venture capital funds and investors including Hedosophia, Sapphire, Bessemer Venture Partners, BlackRock, Earlybird, HV Capital and Notion Capital, as well as by renowned fintech entrepreneurs (including Maximilian Tayenthal, founder of N26, and Felix Haas, founder of IDnow).
We’re looking for fintech enthusiasts to join us in creating the financial infrastructure of tomorrow. We’re building the first European Investment API to enable any financial institution to offer a wide range of efficient and transparent investment products, such as stocks and ETFs in nominal, portfolio, and fractional forms. Our mission and vision is to make investing as easy as spending money.
We’re based in Berlin. If you’re currently based elsewhere but would like to move to Germany, we’re happy to support your relocation.

THIS ROLE WILL GIVE YOU THE OPPORTUNITY TO:

• Shape Upvest’s banking vision and strategy to establish the leading investment infrastructure in Europe, driving key initiatives such as international expansion and new business opportunities
• Play a critical role in scaling our Investment API, collaborating with senior leadership to execute strategic goals and maintain focus on becoming a category leader
• Work cross-functionally with product, operations and strategy & org to gain a deep understanding of our ecosystem, product, and clients
• Contribute to high-impact projects, gaining broad exposure across the business and shaping the future of our banking setup
• Work closely with Co-founder and Managing Director Tobias Auferoth to unite regulatory compliance with fast-paced, venture-driven growth

WHAT YOU CAN EXPECT FROM THIS ROLE:

• Develop and drive the Banking Strategy: Define the overarching strategy for the banking department consisting of Legal, Compliance & Risk and manage budget allocation to ensure alignment with organizational goals
• Lead Strategic Projects: Spearhead key initiatives that are critical to achieving the long-term company/banking objectives
• Set and manage Banking OKRs: Establish and oversee banking Objectives and Key Results (OKRs) to drive performance and measure success within the banking team
• Corporate governance/legal: Support and maintain robust governance practices within the company
• Regulatory support: Prepare and attend meetings with regulatory authorities and auditors