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Apex Fintech Solutions is seeking a Product Manager II to own the Investor Communications and documents product within the Ascend Platform. You will manage requirements, backlog, and define the success metrics for investor-facing communications end to end.
You will work with Engineering, Compliance, and adjacent product teams, leveraging Claude to prototype concepts and deliver MVPs. This role supports B2B2C clients and their investors, with hybrid work in Belfast.
Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech software enables us to support clients such as Stash, Betterment, SoFi, Webull, and eToro, amongst many others; collectively, Apex powers access to the stock market for over 22+ million end customers. At Apex, we are changing how the securities industry operates by reinventing the status quo, which was manual, slow, and accessible only by the ultra-wealthy. We're digitizing and democratizing systems so that everyone has an opportunity to invest. When you're at Apex, you drive this change. You're part of a global team with a clear vision: to be the trusted technology that powers the digital economy. Our offices in Austin, Dallas, Chicago, New York, Portland, Belfast, and Manila are home to over 1,000 employees. Together, we’re shaping the future of financial innovation. Embrace change. Solve big. Win together. And be G.R.E.A.T. - grit, results, empathy, accountability, and teamwork - with Apex. We're proud to be recognized for the innovative work we do, the purpose-driven nature of our work, and the collaborative culture we've created.
Job Summary Apex is seeking a Product Manager II to own the entire Investor Communications and documents product within the Ascend Platform. You will be responsible end to end - from requirements gathering through defining and achieving your product's success metrics - for all investor-facing regulated and transactional communications, including statements, trade confirmations, tax documents, and proxy/shareholder materials. You will manage the product backlog independently, with guidance, strategic steer, and escalation support from the Senior Product Manager, and work closely with other Product Managers across the Ascend Platform on related initiatives. You will write clear requirements, coordinate with Engineering, and work with document generation and delivery vendors to ship accurate, timely, audit-ready communications for our B2B2C clients and their end investors. AI tools (e.g., Claude) are a core part of how you'll work: gathering and synthesizing requirements, prototyping concepts, and standing up MVP products and operational tooling to move faster from problem to working software. You'll partner with Compliance, Operations, and adjacent product teams to resolve dependencies and bring customer insight back into the roadmap.
Bachelor's degree in Business, Computer Science, Engineering, or related field. 5+ years of product management experience, with 2+ years working on investor/regulated communications, document generation platforms, or high-scale messaging/notification systems in fintech, brokerage/custody, or wealth management. Track record shipping features on API-first, event-driven, or microservices-based products. Hands-on experience using AI tools (e.g., Claude) to gather requirements, prototype concepts, and build and deploy MVP products or operational tooling - this is a core, required skill for the role. Proficiency writing SQL to query and analyze product and delivery data - required.
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.
Apex Fintech Solutions is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.
Apex Fintech Solutions is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please submit your request via the Candidate Accommodation Requests Form. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.
At Apex, we aim to enable frictionless investing for everyone.
In every office, you'll find passionate, committed, dedicated teams driven to find smart solutions to solve our clients' toughest challenges.
We are passionate about our employees, providing the benefits and perks that elevate you, reward you, and help you give back.
We provide great flexibility, a collaborative, open work space, and real potential to grow with the firm.