Senior Product Manager (Ascend Investor)

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 (Ascend Investor) will work within the Wealth team, dedicated to building investor-facing products that power Self-Directed Brokerage, Managed Accounts, and Robo solutions. This role is focused on delivering intuitive digital experiences that help end investors open accounts, fund, trade, and engage with their wealth through Apex’s advisory and broker-dealer partners.

Duties/Responsibilities

• Define the strategy, vision, and roadmap for Apex Investor’s end-investor tooling across brokerage, managed accounts, and robo.

• 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.

• Drive delivery through the entire Software Development Life Cycle (SDLC), ensuring continuous value and high-quality releases.

• Build strong relationships across Apex and with external stakeholders, including client firms and prospects.

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 fintech or investor-facing products. 

• Experience 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. 

• End-to-end SDLC management experience. 

Required Skills/Abilities

• Strong knowledge of self-directed brokerage, managed accounts, and robo-advisory models.

• Strong interpersonal, verbal, and written communication skills.

• Familiarity with compliance and regulatory requirements impacting investor experiences.

• Ability to influence across levels and foster alignment around investor priorities.

• Ability to understand APIs, review API documentation, and partner with engineers to design investor-facing integrations.

• Strong analytical skills with proficiency in BI tools (Excel, SQL).

• Proficiency in Figma to collaborate with designers.

• 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%.

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​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.

Salary Range

The annual base salary range for this position is noted above. Exact compensation offered may vary depending on job-related knowledge, skills, experience, and office location.

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.