Establish and oversee pension-related workflows including transfers, contributions, bonus processing, and resolution of complex cases.
Scale the pensions operations team by developing, guiding, and managing personnel in line with business expansion and increasing transaction volumes.
Serve as a domain expert in setting up German pension products, training team members, and supporting daily operational tasks.
Develop strong working relationships with client operations teams and assist them in resolving end-user pension inquiries.
Support the creation of a best-in-class pension product through operational excellence and user-centric design.
Enhance operational efficiency by refining workflows and integrating automation and AI technologies.
Design and implement process improvements while maintaining adherence to legal regulations and internal policies, mitigating operational risks.
Coordinate with Product, Engineering, Compliance, Treasury, and other departments to streamline operations and resolve emerging issues.
Engage in initiatives focused on expanding pension offerings to meet growing market demand.
Track and analyze key performance indicators to inform strategic decisions and drive continuous improvement.

In-depth knowledge of German pension market regulations and existing product structures.
Familiarity with regulatory requirements and data interactions involving ZFA.
Strong problem-solving and analytical capabilities, with a focus on identifying and resolving operational errors.
Excellent communication skills and the ability to build productive relationships across internal and external parties.
Proven ability to perform effectively under pressure and meet tight deadlines.
Native or fluent proficiency in written and spoken German; English proficiency is optional.
Capacity to work autonomously and collaboratively within a team environment.

Experience in data analysis and process automation using tools such as SQL, Python, or data visualization platforms.
Several years of professional experience with Riesterrente, a former German pension product.

Annual €20,000 budget per employee for cutting-edge AI tools to enhance productivity and innovation.
Work on transformative financial infrastructure shaping the future of European investing using modern technology without legacy constraints.
30 days of paid annual leave, sports allowances, access to confidential coaching, and the option to work remotely abroad up to 183 days per year.
A fully funded one-month sabbatical (UpRest) granted every four years of employment.
Personal development budget allocated to each employee for self-directed learning and growth.
Hybrid work model with presence options in Berlin, London, or Tallinn, and remote flexibility across Europe where role permits.
Competitive salary above market average combined with participation in the company’s equity program.
Company-wide events including UpFest, offsites, holiday parties, and team dinners to strengthen connections and celebrate milestones.
Commitment to inclusion through Employee Resource Groups such as Upfem and UpVergent, supporting diverse identities and experiences.

Competitive, above-market salary with employee equity participation

Hybrid — Berlin, London, Tallinn

Cross-functional collaboration with Product, Engineering, Compliance, Treasury, and operational teams

Native or fluent German (both written and verbal); English is just a nice-to-have
30 days of annual leave
Sports benefits
Access to confidential professional coaching
Flexibility to work remotely abroad for up to 183 days a year
One-month fully paid sabbatical (UpRest) after every 4 years of working at the company
Personal development budget
Competitive, above-market salary
Participation in employee equity program

Not specified

Upvest is hiring a Senior Operations Manager for Altersvorsorgedepot (f/m/d)