Senior Operations Manager for Altersvorsorgedepot

You will own the operational end-to-end process of Upvest's core business priority, the AVD (Altersvorsorgedepot) framework. You'll bridge the wealth gap in Europe by empowering millions to own their future through simplified, accessible long-term investments, and you'll help revolutionise a new generation of pensions in Germany. You will build relationships with client operational teams, act as a subject matter expert on German pension products, and drive operational improvements while ensuring compliance with regulations.

Responsibilities

• Build and manage Upvest's pensions processes in regards to transfers, contribution management, bonus applications and edgecase-handling
• Scale and lead the pensions operations team by building, mentoring, and managing team members as business growth and volume requirements evolve
• Act as a subject matter expert, responsible for setting up Upvest's german pension products, train staff and contribute in the daily tasks
• Build relationships with the operational teams of clients and assist them in supporting their end-users with pension related queries
• Contribute to building a best-in-class product
• Optimise workflows and contribute to the implementation of automation and AI to define the pension experience
• Design operational improvements whilst ensuring compliance with regulations and internal policies, addressing potential risks to support reliable and secure operations
• Collaborate with Product, Engineering, Compliance, Treasury and other teams to support efficient processes and address challenges as they arise
• Participate in projects aimed at scaling pension offers
• Monitor key metrics providing insights to support business decisions and improve performance

Requirements

• Deep understanding of market rules and existing pension products in the German market
• Understanding of relevant regulatory frameworks and data exchange with ZFA
• Strong investigative and analytical skills; ability to identify and solve errors
• Exceptional ability to communicate and foster positive business relationships with both internal and external stakeholders
• Ability to work under pressure and meet deadlines
• Native or fluent German (both written and verbal); English is just a nice-to-have
• Ability to work independently as well as a part of a team
• Experience in data analysis and process automation using data visualization tools, SQL, Python, or similar
• Several years of relevant work experience with Riesterrente (former german pension product)

Benefits

• €20,000 per year to spend on AI tools
• 30 days of annual leave
• Sports benefits
• Confidential professional coaching
• Flexibility to work remotely abroad for up to 183 days a year
• One-month fully paid sabbatical after every 4 years of working at Upvest
• Personal development budget
• Flexible work environment across hubs in Berlin, London or Tallinn, hybrid or remote
• Employee equity program
• Company-wide events such as UpFest, dinners, offsites and Holiday party
• Employee Resource Groups