Junior Operations Manager – Pension Savings Account

Upvest

Junior Operations Manager streamlining operational processes for pension products at Upvest. Collaborating with clients and improving operational workflows through AI and automation tools in a hybrid setting.

Posted 5/7/2026full-timeBerlin • 🇩🇪 GermanyJuniorWebsite

Tech Stack

Tools & technologies

PythonSQL

About the role

Key responsibilities & impact

Responsible for and execution of transfers, allowance management, bonus applications, as well as tax processing and edge-case handling, ensuring strict compliance with SLAs and KPIs
Ongoing development into the central subject-matter expert for all aspects of operational day-to-day business
Provide specialist support to client teams in servicing their end users and answering complex questions related to pension provision
Continuous optimization of workflows through targeted use of AI, automation tools, and interdisciplinary collaboration
Ensure smooth operations and proactively address risks while strictly observing legal requirements and internal policies

Requirements

What you’ll need

Basic understanding of market rules and common pension products (particularly the Riester pension / Riester-Rente)
Knowledge of the legal framework and a basic understanding of data exchange with the Central Allowance Office for Retirement Assets (Zentrale Zulagenstelle für Altersvermögen — ZfA)
Strong interest in working with artificial intelligence and actively using AI tools in daily work
Reliability and resilience during periods of high workload, and conscientious time management
Native-level German and business-fluent English, both spoken and written
High degree of initiative combined with strong team skills
Several years of professional experience with a deep subject focus on the Riester pension and related operational processes (advantageous)
Solid experience in data analysis and process optimization using visualization tools, and strong knowledge of SQL, Python, or workflow automation (advantageous)
Practical experience in production use of Large Language Models (e.g., Claude) or comparable AI-driven solutions (advantageous)

Benefits

Comp & perks

30 days annual leave
Sports and health benefits to support an active lifestyle
Access to confidential, professional coaching
Ability to work remotely from abroad for up to 183 days per year
Fully paid one-month sabbatical after four years of service
Personal professional development budget
Flexible working environment: hybrid or remote
Competitive salary and participation in an employee equity program
Participation in company-wide events

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Hard Skills & Tools

data analysisprocess optimizationSQLPythonworkflow automationLarge Language ModelsAI toolspension productstax processingallowance management

Soft Skills

reliabilityresiliencetime managementinitiativeteam skillscommunicationproblem-solvinginterdisciplinary collaborationconscientiousnessadaptability