Product Manager II (Cost Basis & Tax)

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

The Product Manager II (Cost Basis & Tax) will drive the development and success of enterprise SaaS tax products that enable our fintech partners to deliver seamless tax experiences to their customers.  This role combines strategic product thinking with hands-on execution, requiring someone who can translate complex tax workflows and regulations into elegant product solutions in alignment with the company’s vision and goals.

You'll own key aspects of our tax product roadmap, including execution and delivery, while closely supporting and collaborating with the Group Product Manager, Apex Tax to deliver value across our B2B clients, their end-customers, and internal operations teams.  You will work across the full spectrum of product management responsibilities from breaking down technical requirements with engineers, to collaborating with design on high-value functionality, to representing Apex Tax in client and prospect conversations, and ensuring successful delivery.  This role reports directly to the Product Leader of Apex Cost Basis and Tax.

Duties/Responsibilities

• Partner with the product management team members to define and execute tax product roadmap aligned with business objectives, market needs, regulatory/compliance requirements, and user needs.

• Partner with Product Marketing on research, market analysis, and roadmap & marketing communications

• Drive data-informed prioritization decisions using ROI analysis and customer insights

• Develop and track measurable objectives with clear scorecards to measure product success

• Write clear user stories, epics, and acceptance criteria that cross-functional teams can effectively execute to deliver high-quality solutions.

• Collaborate with UX/UI designers to create intuitive workflows for operations teams and client-facing interfaces

• Collaborate with engineering teams to define technical architecture requirements for scalable tax solutions

• Work cross-functionally with engineering, operations, marketing, sales, finance, and compliance to ensure alignment and seamless delivery

• Lead client, prospect, and internal user meetings to demonstrate product capabilities and gather strategic feedback

• Represent Apex in industry discussions and conferences, building credibility in the tax technology space

• Translate client requirements into actionable SaaS product features

• Maintain organized Jira backlogs and comprehensive Confluence documentation

• Ensure timely, high-quality delivery across all initiatives using Agile methodologies

• Present progress and strategy to leadership with confidence and clarity

• Leverage AI tools to enhance productivity and decision-making in product development workflows

Education and/or Experience

• Bachelor's degree in a technical field (or equivalent work experience) required

• 3+ years of product management experience, preferably in fintech, tax technology, or wealth management

• Strong understanding of tax information reporting and wealth platforms

• Proven track record of translating complex technical requirements into successful product deliverables

• Experience in building and managing high-performing products within agile development frameworks

• Experience with Agile frameworks, Jira, and Confluence