Upvest’s core product is an API: the execution layer that moves securities for our clients. Upfront extends into the layer above it. It’s Upvest’s operational service panel for enterprise clients, giving their operations, support and compliance staff the ability to handle first-line requests themselves: looking into an end-user’s account, checking what happened to an order, answering the question in front of them. Today their options are to ask Upvest support or to build a service panel of their own, which most of them won’t do.
Our mission is to prove that financial institution customers can replace their fragmented operations with Upfront. That case isn’t settled yet, and this team is the one making it. Our users do this work all day, so a clumsy interface is how a task turns back into a ticket for us. Our clients are already asking what AI can do for their operations teams. Agentic operations, exposed over MCP, is where we think this goes. What it should look like in Upfront is still open, and we’d like the person in this role to help define it.
Upfront is part of the Clients Tribe at Upvest. Together with the Public API and Tooling Apps teams we enable Upvest’s business to scale efficiently, accelerate our client’s time-to-market and embed intelligence and automation into client processes.
You’ll focus on building what actually creates value for our clients. While our OKRs set the destination, we expect you to help map the route. We prioritize impact and shipping speed over a perfectly groomed backlog. Because you’re on a client-facing team, the quality of your output directly impacts client trust – especially since we are handling their customers’ money.
In our domain, the bar is high: anything touching client funds must be correct and auditable, or it’s an incident. We will give you the client context, access, and autonomy to figure out what needs building, rather than just handing you a rigid spec. We also expect you to challenge our internal processes if they are slowing down your efficiency or shipping speed.