Senior Operations Manager for Altersvorsorgedepot
Own the end-to-end operational process for Upvest's Altersvorsorgedepot framework, serving as a subject matter expert on German pension products while building client relationships, scaling operations, and improving the pension experience.
Responsibilities
- Build and manage pension processes covering transfers, contributions, bonus applications, and edge cases.
- Scale, lead, mentor, and manage the pensions operations team.
- Set up German pension products, train staff, and contribute to daily operations.
- Build relationships with client operational teams and support end users with pension-related queries.
- Contribute to building a best-in-class pension product.
- Optimise workflows and implement automation and AI.
- Design operational improvements while ensuring regulatory compliance and managing risks.
- Collaborate with Product, Engineering, Compliance, Treasury, and other teams.
- Participate in projects to scale pension offerings.
- Monitor key metrics and provide insights for business decisions and performance improvement.
Requirements
- Deep understanding of German pension products and market rules.
- Understanding of relevant regulatory frameworks and data exchange with ZFA.
- Strong investigative and analytical skills with the ability to identify and solve errors.
- Exceptional communication and stakeholder relationship skills.
- Ability to work under pressure and meet deadlines.
- Native or fluent German; English is a nice-to-have.
- Ability to work independently and collaboratively.
- Experience with data analysis and process automation using data visualization tools, SQL, Python, or similar.
- Several years of relevant experience with Riesterrente.
Benefits
- €20,000 annual budget for AI tools.
- 30 days of annual leave.
- Sports benefits.
- Confidential professional coaching.
- Flexibility to work remotely abroad for up to 183 days per year.
- One-month fully paid sabbatical after every four years.
- Personal development budget.
- Flexible work environment across Berlin, London, and Tallinn.
- Employee equity program.
- Company-wide events and Employee Resource Groups.