Sr. 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.
We are based in Dallas, TX and also have offices in Austin, New York, Chicago, Portland, and Belfast.


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 Clearing is recognized for disrupting the financial services industry, enabling Fintech standouts like Stash, Robinhood, and Betterment.
We've got an amazing track record of success and fostering ongoing innovation.
Our Product Managers stand at the leading edge of this disruption and are responsible for guiding new products at Apex.


This position will report to the Senior Manager of Transfers (securities, cash, and regulatory reporting) and will have extensive cross-functional interaction.
The role will also focus on building out our Cash Product with new payment rails, upgrading our risk rule engine, and pushing our suite of APIs towards a SaaS platform offering over time.


We're looking for someone who can combine financial industry research and knowledge with our technical expertise to develop leading product strategies.
If your personality thrives off the energy of an enthusiastic collaborative team and you love to learn and problem solve, we want to hear from you.


We're looking for someone who: Is passionate.
You have a genuine passion for technology.
You love using technology differently to maximize opportunity and impact for customers and you have a way of bringing out that same fire in the people you work with.
Is motivated.
You're driven to be the best - whether that's decreasing system down time or making an innovative change to "how it's always been done" resulting in a more efficient way of supporting the customer.
You challenge yourself by setting goals and exceeding them.
Is collaborative.
You're excited to work with fellow engineers and big thinkers.
You know how to collaborate not only within the department, but also across the organization.
Wants to make an impact.
You're looking to do amazing work.
You value working hard and pragmatically to iteratively bring functionality to production that has an immediate impact on the business.
What you'll do all day: Define the tools and features Apex needs to build.
Apex's edge is its technology products.
And as a product manager, you'll be responsible for defining what products Apex should be building and also determining their outcomes.
Become an expert: A great product manager must know their product inside and out.
This can require anything from reading pages of financial regulations to attending industry conferences.
And of course you are expected to talk often with subject matter experts (SMEs) inside of Apex.
Don't apply if you don't like learning!
Collaborate with your engineering team to drive projects to completion.
At Apex, product managers are assigned to a specific engineering team.
This fosters good communication and team rhythm.
You will work daily with your team to plan projects, groom backlogs, and research emerging requirements.
Collaborate with the business and SMEs on technology strategy.
You will meet regularly with subject matter experts, key customers, and senior-level decision makers to ensure everyone agrees to the same product vision.
An important part of the job is also to document and communicate that vision to ensure we have a written record of key decisions and outcomes.
Make us better.
We want to stand out in the crowd.
What new cool, innovative and smart technologies should we be exploring?
We want to be different and we want people to look at us as the industry leaders in employing and building cutting edge technologies.
Responsibilities: Define the strategy, vision, and roadmap for our cash products that will delight our customers and satisfy any regulatory or operational requirements.
Provide insights and actionable recommendations based on analysis and alignment with business goals.
Work with customers and senior business leaders to identify and solve product gaps.
Work with cross-functional teams to develop and document detailed product requirements and lead products from design to launch.
Author and maintain key product documentation such as Annual Operating Plans, Product Charters, PR-FAQs, Narratives, and other risk-focused artifacts.
Be accountable for the functional and financial success of cash products.
Requires occasional travel (15%+ time) to meet with distributed teams and stakeholders in various locations.
Skills You'll Need to Succeed: 5+ years of experience at leading technology companies in Product Management or Product-adjacent role.
Strong interpersonal, verbal, and written communications with the ability to influence across all levels and foster alignment between cross-functional teams.
Analytical capabilities and comfort with BI tools, Excel, and SQL.
Proficient in driving frequent value delivery through Agile methodologies.
Ability to dig into business or technical problems and find pragmatic solutions.
Expertise in navigating ambiguity and balancing competing demands and limited resources in a fast-paced and dynamic environment.
Bachelor's degree, preferably in a technical field (CS or engineering degree).
Master's degree in business, finance, or tech is a plus.
Familiarity with REST or gRPC API design.
Knowledge in wealth-management, clearing, custody, accounting, or payment processing industries.


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.


Diversity, Equity, Inclusion, and Belonging (DEIB) Commitment

We're looking for all kinds of people.


At Apex, we believe that wealth management and investing should be accessible to everyone, and we strive to create spaces to democratize investing for folks of all walks of life.
Internally, we embrace diversity and are dedicated to creating an inclusive and equitable workplace, which reflects our company vision and mission.
We value every team member's unique perspective and are committed to fostering a culture where everyone belongs.
Join us in our mission to empower and celebrate individual differences.


Apex is committed to being an equal opportunity employer.
We ensure that qualified applicants receive fair consideration for employment without discrimination based on sex, gender identity, gender expression, sexual orientation, race, color, natural or protective hairstyle, genetics, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law.
Know your rights: workplace discrimination is illegal. We stand by this commitment to promote a diverse, equitable, and inclusive workforce.