Senior Product Manager (ACATS)

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 Senior Product Manager for Account Transfers (ACATS) will play a key role in driving the evolution of Apex's critical client asset transfer platform. This role contributes to the seamless, efficient, and compliant movement of client assets between financial institutions, serving as a foundational service for modern investing platforms. At Apex, we are heavily investing in cutting-edge tooling, including AI-driven solutions, to empower our product teams and deliver innovation to our clients. Additionally, we are actively exploring opportunities to transform our ACATS platform into a scalable SaaS offering, creating exciting opportunities for growth and impact within this specialized domain.  

Reporting to the Senior Director of Product Management (Core Clearing) and collaborating closely with a deeply experienced Staff Product Manager, you will serve as a major contributor to the development and execution of the ACATS roadmap. This is a highly cross-functional role requiring collaboration with engineering, compliance, operations, sales, and relationship management teams, as well as external clients. As part of a forward-looking team, you will have the opportunity to help shape Apex’s evolving vision for ACATS while gaining exposure to innovative technologies and strategies that aim to transform regulatory requirements into competitive advantages. 

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Duties/Responsibilities

• Contribute to the execution of the vision, strategy, and roadmap for the ACATS platform, ensuring alignment with business objectives and the evolving needs of clients and regulatory requirements.  

• Collaborate closely with the Staff Product Manager to manage the end-to-end product lifecycle, including backlog prioritization, requirements definition, development, testing, and launch activities.  

• Build expertise in the ACATS domain by staying informed on market trends, regulatory updates (e.g., DTCC/NSCC protocols), and emerging technologies, incorporating insights into product planning.  

• Partner with cross-functional teams—including engineering, compliance, operations, and client relationship teams—to identify key opportunities for improvement, resolve dependencies, and deliver seamless and reliable asset transfer solutions.  

• Gather and analyze feedback from internal and external stakeholders to refine product requirements, define user stories, and prioritize initiatives that maximize value for clients.  

• Support the integration of AI-driven tools and innovative solutions to optimize product management workflows, drive platform enhancements, and set the stage for future SaaS product development.  

• Act as a key collaborator in defining and tracking objectives and key results (OKRs), ensuring product initiatives align with Apex's broader goals for growth, scalability, and operational excellence.  

Education and/or Experience

• Bachelor's degree in Computer Science, Engineering, or related technical field (or equivalent work experience) required. Master’s degree in business administration is a plus. 

• 5+ years in a Product Management or closely related role, preferably within the fintech sector, cloud-based systems, and SaaS platforms, with a focus on customer relationship management and data systems. 

• Strong understanding of financial transfer systems; prior experience with ACATS processing and DTCC/NSCC protocols is highly desirable.  

• Experience working in Agile development environments, with