Associate Product Manager

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

As Associate Product Manager for Account Transfers (aka ACATS), you'll help shape our ACATS platform at Apex—a critical service that enables the seamless movement of client assets between financial institutions. Working alongside our senior product manager, you'll gain valuable experience in product development while supporting the evolution of this essential service. This role offers a unique opportunity to master the complexities of financial transfers while helping develop solutions that transform regulatory requirements into competitive advantages. You'll build expertise in a specialized domain that forms the backbone of modern investing platforms, collaborate across teams to improve processes, and contribute to enhancements that directly impact client experiences. If you're passionate about solving financial challenges and creating systems that support fintech innovation, this position provides an excellent foundation to grow as a product professional in an area where technical knowledge and business understanding create meaningful value for Apex and our clients. 

You'll help shape Apex's critical platform that enables seamless movement of client assets between financial institutions. Working with our senior product manager, you'll support the evolution of this essential service while developing expertise in financial transfers. This role offers the opportunity to transform regulatory requirements into competitive advantages and contribute to our vision of extending our transfer capabilities as a revenue-generating service offering to external financial institutions. You'll build specialized domain expertise, collaborate across teams, and drive enhancements that directly impact client experiences in this foundational area of modern investing infrastructure. 

Duties/Responsibilities

• Drive prioritization and requirements definition for strategic initiatives and product priorities to deliver key business outcomes.   

• Contribute to the quality of internal and external documentation 

• Stay current with DTCC/NSCC regulations and requirements related to ACATS 

• Build strong relationships with key internal stakeholders and clients 

• Collate detailed requirements and define User Stories in collaboration with internal and external customers 

• Work with development team and senior product managers to deliver, test, and measure newly-developed functionality 

• Oversee multiple product management processes, establish priorities, and coordinate with teams to create schedules throughout the product life cycle 

• Work collaboratively with various internal and external teams to resolve dependencies  

• Promote adoption of the completed product and provide training tools/documentation to drive successful use 

• Constantly collaborates with other departments to build trust and understanding.  

• Support Sales/Relationship Management in customer meetings and calls as a subject matter expert   

Education and/or Experience

• Bachelor’s degree, preferably in a business-related or technical field  (or equivalent work experience) required

• 2+ years of prior work experience preferred

• Prior experience in financial services; understanding of ACATS processing and DTCC/NSCC transfer protocols is a plus