Senior Product Manager (Ascend Investor)

Apex Fintech Solutions•Austin, TX

46d•Hybrid

About The Position

Apex Fintech Solutions is seeking a Senior Product Manager to focus on product development and client product management supporting our cutting-edge embedded wealth technology solution. This role will empower clients to leverage our B2B SaaS financial platform, helping them design, develop and implement FinTech solutions while ensuring alignment to Apex’s long-term product roadmap. This is a creative and ownership-driven role, requiring both technical fluency and client-centricity.

Requirements

Bachelor’s degree in a technical field (or equivalent work experience) required
5+ years of experience, particularly in technical product management with direct experience writing requirements, understanding technical requirements & driving feature development with engineering and designers
Experience in a client-facing role
Familiarity with FinTech and/or B2B SaaS products
Experience collaborating with those in different functional areas like Product, Engineering, UI/UX, Sales, Customer Support and/or Operations
Experience in designing and launching investor-facing digital platforms
Experience working in Agile environments with frequent value delivery.
Experience with Miro, Figma, or other workflow software for product discovery and cross-functional workshops.
Strong knowledge of self-directed brokerage, managed accounts, and robo-advisory models
Proven ability to understand and interpret client needs, translating them into impactful product and onboarding solutions
Familiar with the architecture and technical decisions of a SaaS financial platform, capable of evaluating decisions against client objectives
Strong skills in Agile project management, with the ability to focus and prioritize effectively in fast-paced environments
Self-driven, with a proactive approach to problem-solving and a strong sense of accountability
Ability to convey complex technical concepts in a clear and accessible manner to clients and team members at all levels
Ability to understand APIs, review API documentation, and partner with engineers to design investor-facing integrations
Proficiency in Atlassian products and Figma
Ability to travel up to 20%.

Responsibilities

Partner closely with clients throughout their onboarding process, tailoring product features and integrations to meet their specific business needs and ensuring they are fully operational and supported
Collaborate with stakeholders to align product strategies, roadmaps and product features to meet evolving client requirements
Research and communicate the competitive landscape and investor trends in the wealth industry
Translate investor needs into actionable requirements, writing clear initiatives, features, epics, and user stories in Jira
Collaborate with design using Figma to create intuitive investor workflows and high-value digital journeys
Partner with engineering to review API specifications and documentation, ensuring seamless integration of features
Create feedback loops to gather insights from clients, adjust strategies, and iterate product features for an optimal onboarding experience
Maintain an organized product backlog, continually refining and prioritizing to ensure impactful feature releases and consistent product evolution