Upvest is on a mission to make investing as easy as spending money. The company 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 enterprises alike can save resources and fully focus on their core business.‍
Upvest is one of the few fintechs in Europe that can provide its B2B clients with the full range of investment opportunities in the areas of principal broking business, proprietary trading, and safe custody business for traditional securities. Upvest’s clients include some of the biggest Fintechs in Europe such as Revolut, N26 and Raisin. The company was founded in 2017 by Martin Kassing and currently employs more than 180 people across Europe. Its latest €100m fundraising round (Series C) was led by Hedosophia and Sapphire Venture, with continued support from existing investors including Bessemer Venture Partners, BlackRock, Earlybird, HV Capital, Motive Ventures, and Notion Capital.
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 offering a wide range of efficient and transparent investment products, such as stocks and ETFs in nominal, portfolio, and fractional form. Our mission and vision is to make investing as easy as spending money.

As Upvest enters the next stage of growth, we are looking for an exceptional Product Manager - Taxes. You will work directly with Mislav Ilich, Christian Wöhlke and Thomas Etheber owning topics critical to Upvest’s product and business success:

• Revolutionize the investment infrastructure in Europe by enabling 100% localised tax handling for millions of users - an industry first. In doing so, you’ll navigate different tax jurisdictions, work with top (tax) consultancies and software vendors across Europe and the UK. Your work will set new standards and literally free users from the tedious and frustrating burden of annual tax work, making their investment experience even more seamless and hassle-free.
• Help Europeans save millions of Euros on personal taxes by playing a key role in boosting users’ investment returns and enabling localized tax wrappers in different markets. Your work will directly contribute to closing the retirement gap, and save taxes for millions of users, enhancing their financial security for the future.
• Expand Upvest’s business operations internationally by navigating the complexities of European tax regulations and executing a clear strategy for phased product rollouts and market entry. Working with top fintech partners and innovative enterprises, you’ll ensure the right product fit and drive a strategic approach to meet diverse regulatory requirements across jurisdictions.

JOB REQUIREMENTS:

• You have [2-3+] years experience working in Product Management roles - ideally with focus on Investments and related taxes. Experience in financial services/investing, B2B SaaS or FinTech is a big plus.
• Understanding of and a focus on B2B clients’ and their users’ needs and how to delight them. You have a clear bias for impact and speed in product discovery and delivery.
• Be a sponge! We don’t need you to be a tax or financial expert. But you will need to be able to absorb knowledge on complicated topics quickly (e.g. specific tax computation rules, tax reporting flows and related user needs) and combine with your expertise on product management best practices.
• Strong analytical skills and the ability to break down complex concepts into easily consumable ideas, clear project phases and tangible, (client-) value generating product increments.
• Experience with common product manager’s toolkits - such as product discovery, ticketing and documentation software (e.g., Linear, Slite, Miro, Figma etc.)
• Domain knowledge about investments and general capital markets with an exposure to related taxes is a plus
• Excellent communication skills, both written and verbal

• Autonomy coupled with inspirational leadership: When we say empowered teams we mean it. In this role you will fully own product success with your team - with your manager and senior leadership ready to support you at all times.
• Product-centricity throughout the organisation: At Upvest we highly value the importance of product and our Product team’s work. No struggle for relevance that product people may encounter elsewhere.
• Product Engineering culture: Teams are working together guided by joint OKRs and a clear roadmap. Collaborate closely with your engineering counterparts to deliver client value in a decoupled and dynamic manner.
• An exceptional team: Upvest’s Product team is one of a kind when it comes to combining impactful work with a relaxed and fun atmosphere. We have established strong practices around feedback, team health and social events.
• Continuous learning: The complex yet fascinating field of investments, building an API product on a state-of-the-art tech stack, and working with the most relevant fintechs and financial institutions provide for an incredibly rewarding learning experience. It is a great opportunity if you aspire to grow professionally and