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.