Senior Product Manager (Enterprise Experience)

APEX Fintech ServicesAustin, TX
1dHybrid

About The Position

Apex Fintech Solutions (AFS) powers innovation and the future of digital wealth management by processing millions of transactions daily, to simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech solutions enables us to support clients such as Stash, Betterment, SoFi, and Webull, and more than 20 million of our clients' customers. Collectively, AFS creates an environment in which companies with the biggest ideas in fintech are empowered to change the world. As a global organization, we have offices in Austin, Dallas, Chicago, New York, Portland, Belfast, and Manila. If you are seeking a fast-paced and entrepreneurial environment where you'll have the opportunity to make an immediate impact, and you have the guts to change everything, this is the place for you. AFS has received a number of prestigious industry awards, including: 2021, 2020, 2019, and 2018 Best Wealth Management Company - presented by Fintech Breakthrough Awards 2021 Most Innovative Companies - presented by Fast Company 2021 Best API & Best Trading Technology - presented by Global Fintech Awards ABOUT THIS ROLE The Senior Product Manager (Enterprise Experience) will join the Experience team, focused on building products for Fintech Operations teams. You will collaborate with internal stakeholders and external customers to deliver functionality that powers client servicing, managed accounts, and portfolio management. We are needing someone to be based in Austin, TX .

Requirements

  • Bachelor’s degree in a technical or business field (or equivalent work experience) required.
  • 5+ years of experience in product management, preferably with wealth management or fintech products.
  • Experience in building financial technology products, optimizing workflows, and operations alerting.
  • Experience with RESTful API integrations and technology platforms.
  • Experience with Miro, Figma, or other workflow software for product discovery and cross-functional workshops.
  • Experience working in Agile delivery environments.
  • Knowledge of regulatory and compliance requirements relevant to wealth platforms.
  • Strong interpersonal, verbal, and written communication skills.
  • Ability to influence across all levels of the organization and foster alignment.
  • Strong analytical skills with proficiency in BI and related tools (e.g., Excel, SQL).
  • End-to-end SDLC management experience.
  • Ability to deliver frequent value and prioritize effectively.
  • Understanding of APIs and ability to work with engineering on integration use cases.
  • Proficiency in Figma for collaboration with design teams.
  • Proficiency in Confluence and Jira for product documentation and backlog management.

Responsibilities

  • Define and own the strategy, vision, and roadmap for wealth-focused products serving Fintech Operations teams.
  • Research and communicate the competitive landscape and trends in wealth management.
  • Generate insights and actionable recommendations aligned with Apex’s business goals.
  • Partner with customers and senior leaders to identify advisor-driven process improvements and opportunities.
  • Own products end-to-end throughout the Software Development Life Cycle (SDLC).
  • Establish, track, and communicate success metrics for wealth features and tools.
  • Author initiatives, features, epics, and user stories in Jira, translating advisor needs into clear requirements for engineering.
  • Build strong, trusted relationships across Apex and with external stakeholders.

Benefits

  • healthcare benefits (medical, dental and vision, EAP)
  • competitive PTO
  • 401k match
  • parental leave
  • HSA contribution match
  • paid subscription to the Calm app
  • generous external learning and tuition reimbursement benefits
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