Sr Manager, Product Execution & Delivery

WHO WE ARE

Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech software enables us to support clients such as Stash, Betterment, SoFi, Webull, and eToro, amongst many others; collectively, Apex powers access to the stock market for over 22+ million end customers.  

 At Apex, we are changing how the securities industry operates by reinventing the status quo, which was manual, slow, and accessible only by the ultra-wealthy. We're digitizing and democratizing systems so that everyone has an opportunity to invest. 

When you're at Apex, you drive this change. You're part of a global team with a clear vision: to be the trusted technology that powers the digital economy. Our offices in Austin, Dallas, Chicago, New York, Portland, Belfast, and Manila are home to over 1,000 employees. 

Together, we’re shaping the future of financial innovation. Embrace change. Solve big. Win together. And be G.R.E.A.T. — grit, results, empathy, accountability, and teamwork — with Apex. 

We’re proud to be recognized for the innovative work we do, the purpose-driven nature of our work, and the collaborative culture we’ve created. Here are just a few of the many awards we’ve recently received: 

Best Places to Work 

2026, 2025, 2024, 2023 - Presented by BuiltIn 

WealthTech of the Year 

2025 - Presented by US FinTech Awards 

The World’s Top 250 Fintech Companies 

2024 - Presented by CNBC 

ABOUT THIS ROLE

The Senior Manager, Product Execution & Delivery is responsible for designing, implementing, and scaling the Delivery Execution Operating Model and Product Development Lifecycle (PDLC) across the organization. This role establishes the frameworks, processes, governance standards, and tooling infrastructure that enable product teams to deliver predictably and effectively while providing leadership with visibility and insights for portfolio decision-making. This role partners with executive leadership, Product Management, Engineering, and Program Management to create scalable operating models, drive organizational adoption through structured change management, and enable data-driven portfolio optimization. The ideal candidate will bring deep expertise in Agile methodologies, process design, Jira/Confluence administration, governance frameworks, and change management with a proven track record of designing and rolling out operating models at scale.

Duties/Responsibilities

• Design and implement a comprehensive Delivery Operating Model that scales across all product domains and teams, balancing agile principles with organizational governance needs.

• Establish governance frameworks including Planning Framework (annual, quarterly, sprint), Prioritization Framework, Estimation Framework, and Reporting Framework with detailed processes, roles, and decision rights.

• Implement and manage Product Development Lifecycle tooling (Jira, Confluence, reporting platforms), including workflows, custom fields, automation, and configurations that operationalize the Delivery Operating Model.

• Create detailed rollout and adoption plans for new frameworks and processes, including communication strategies, stakeholder mapping, training curricula, pilot approaches, success metrics, and feedback loops.

• Develop and deliver comprehensive training and coaching programs on frameworks, tools, and processes for teams, Product Managers, Engineering, and leadership to drive sustained adoption.

• Design and implement portfolio-level metrics and dashboards that provide leadership with real-time visibility into delivery health, capacity, risks, and business outcomes.

• Develop detailed process documentation, playbooks, and training materials that enable teams to work consistently and effectively across the organization.

• Assist leadership in prioritizing initiatives using data-driven frameworks and portfolio optimization techniques; enable transparent trade-off conversations using data and metrics.

• Build organizational capability through hands-on coaching, office hours, and enablement materials; promote professional development of Product Operations team members.

• Drive measurable improvements in delivery predictability, process consistency, data quality, and team productivity through continuous improvement practices.

• Translate operational metrics into business insights for executive leadership; design reporting frameworks that balance detail and simplicity.

• Ensure tools and frameworks enable teams rather than create overhead; continuously optimize based on team feedback, metrics, and organizational evolution.

• Act as a change agent to drive adoption of new operating models across the organization through enablement, not mandates.

Education and/or Experience

• Bachelor's degree in Business Administration, Computer Science, Engineering, Project Management, or a related field (or equivalent work experience) required; advanced degree preferred.

• 7+ years of experience in product management, program management, or delivery excellence roles with 3+ years in a leadership role focused on Product Operations, Process Improvement, Agile Transformation, or Delivery Excellence functions.

• Proven track record of designing and implementing operating models or delivery frameworks at scale across multiple teams and domains.

• Demonstrated experience creating detailed rollout and adoption plans for organizational process changes with measurable results.

• Deep expertise in Agile methodologies (Scrum, Kanban, SAFe, LeSS, Scrum@Scale) and how to tailor frameworks to organizational context.

• Expert-level proficiency with Jira and Confluence administration, including workflows, automation, custom fields, and Advanced Roadmaps/Plan View.

• Experience with portfolio management tools and techniques (portfolio Kanban, OKRs, strategic themes, WSJF, RICE).

• SAFe Program Consultant (SPC), Certified Scrum Trainer (CST), Jira Administrator, PMP, or Change Management certifications strongly preferred.

Required Skills/Abilities

• Process-oriented with strategic vision; ability to design operating models at the conceptual level and translate them into detailed operational processes.

• End-to-end thinking; ability to see the full lifecycle from framework design through process documentation, socialization, rollout, adoption, measurement, and iteration.

• Strong change management capabilities with proven ability to drive organizational change through structured communication, training, and enablement programs.

• Exceptional systems thinking; ability to design frameworks that connect planning, execution, governance, and reporting into a coherent whole.

• Expert-level proficiency in Jira and Confluence administration, automation, reporting, and portfolio management capabilities.

• Deep expertise in program and portfolio management methodologies (Agile, Scrum, SAFe, Kanban, Waterfall, Hybrid) and governance design.

• Data-driven mindset; ability to design metrics and dashboards that drive desired behaviors and provide actionable insights for teams and executives.

• Outstanding communication skills; ability to present portfolio metrics to executives while coaching teams on frameworks and processes.

• Strong stakeholder management and ability to influence without direct authority; ability to build buy-in across skeptical audiences.

• Excellent leadership and organizational development abilities; servant leadership approach that earns credibility through partnership and results.

• Strong decision-making skills; ability to balance standardization with flexibility and make pragmatic trade-offs.

• Ability to handle complexity and ambiguity; comfortable working in a matrixed organization with competing priorities.

• Capable of creating detailed process documentation, playbooks, and training materials that balance depth with usability.

• Strong problem-solving skills and the ability to think strategically and tactically; comfortable moving between high-level vision and operational detail.

• Proficiency in enterprise tooling ecosystems (Jira, Confluence, GitHub, reporting platforms, CI/CD tools).

Work Environment

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

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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.