Senior Product Manager (Wealth)

WHO WE ARE

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

 Apex Fintech Solutions disrupts the financial services industry, empowering fintech leaders like Stash, Robinhood, and Betterment. We have a proven track record of success and continuously foster innovation. Our Product Managers are pivotal in this disruption. They guide new products at Apex and deliver exceptional value to our users. They drive our success, merging financial industry research and knowledge with our technical expertise to create leading product strategies. 

The Senior Product Manager (Wealth) will work within the Wealth team, a group dedicated to building products for financial advisors, wealth managers, and investment professionals. You will collaborate with stakeholders across Apex and with external customers to deliver advisor-facing functionality that powers managed accounts, portfolio management, trading, and client servicing. 

Duties/Responsibilities 

• Define a strategy, vision, and roadmap for wealth-focused products that delight advisors and firms. 

• Research and communicate the competitive landscape and wealth management market trends. 

• Generate insights and actionable recommendations aligned to Apex’s business goals. 

• Collaborate with customers and senior business leaders to identify opportunities for advisor-driven business improvement. 

• Own your products throughout the entire Software Development Life Cycle (SDLC). 

• Define, drive, and measure success criteria for wealth features and tools. 

• Work in Jira to write initiatives, features, epics, and user stories that communicate advisor needs clearly to engineering. 

• Build strong relationships across Apex and with external stakeholders  

Education and/or Experience 

• 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 with advisor workflows, managed accounts, and portfolio servicing. 

• Experience with RESTful API integrations and advisor technology platforms. 

• Experience with Miro, Figma, or other workflow software for product discovery and cross-functional workshops. 

• Experience working in Agile delivery environments. 

Required Skills/Abilities 

• 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. 

Work Environment 

• This job operates in a hybrid, office environment 3 days per week. 

• Ability to travel up to 20% 

#product management #full-time #mid-senior #LI-SG1 #APEX

​Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Our Rewards

We offer a robust package of employee perks and benefits, including healthcare benefits (medical, dental and vision, EAP), competitive PTO, 401k match, parental leave, and HSA contribution match. We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits. At AFS, we offer a hybrid work schedule for most roles that allows employees to have the flexibility of working from home and one of our primary offices.

EEO Statement

Apex Fintech Solutions is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.

Disability Statement

Apex Fintech Solutions is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please submit your request via the Candidate Accommodation Requests Form. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.