Strategy & Operations Lead (f/m/d)
Upvest
About this role
Upvest is seeking an Operations Excellence Lead to drive strategic initiatives, optimize workflows, and enhance operational efficiency. The role involves overseeing daily operations, collaborating with teams, and leveraging data to implement improvements. The position aims to support product launches and ensure operational resilience within a dynamic fintech environment.
Skills
About Upvest
upvest.coUpvest is a leading investment API platform that enables businesses to create customized investment experiences for their users. It offers a wide range of solutions, including fractional investing in stocks and ETFs, automated saving plans, and crypto asset custody. With a focus on scalability and modularity, Upvest empowers companies to provide efficient and seamless investments across various asset classes, catering to their users’ unique financial needs. Organizations partner with Upvest to leverage its advanced technology and robust infrastructure, ensuring they can deliver high-quality investment services efficiently.
Recent company news
TracxnUpvest - 2026 Funding Rounds & List of Investors
2 weeks ago
Finance MagnatesIG Brings Stock Trading to France Through Upvest Deal
Nov 18, 2025
Börsen-ZeitungUpvest says it is well positioned for early start pensions
Nov 3, 2025
TradingViewWebull UK Partners With Upvest for £1 Fractional Shares and ETFs Trading
Jun 10, 2025
The Fintech TimesSalt Bank Partners with Upvest to Launch Integrated Securities Trading
Oct 19, 2025
About Upvest
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Upvest.
Salary
$85k – $115k
per year