Senior Product Manager (Client Configuration)

Apex Fintech Solutions LLC; Austin (TX); Hybrid; USD 100,000 - 150,000; Full time

Job summary

Apex Fintech Solutions LLC is looking for a Senior Product Manager focused on client configuration in their Austin office. This role involves strategizing product development, collaborating with technical teams, and ensuring successful product lifecycles in a hybrid work setup. Candidates with a technical background and strong product management experience in fintech are encouraged to apply.

Benefits

Healthcare benefits (medical, dental, vision)

Competitive PTO

401k match

Parental leave

Paid subscription to the Calm app

Tuition reimbursement benefits

Flexible hybrid work schedule

Qualifications

• 5+ years of Product Management experience, preference in securities and structured data.
• Solid track record managing full product lifecycle in a SaaS or cloud-based environment.
• Experience documenting market and product requirements.

Responsibilities

• Define and execute strategy for client configuration tool.
• Work with cross-functional teams to document product requirements.
• Conduct competitive analysis and provide actionable insights.

Skills

Technical fluency

Interpersonal communication

Analytical capabilities

Agile methodologies

Education

Bachelor’s degree in Computer Science or engineering

Advanced degree

Tools

BI tools

Excel

SQL

Python

R

Job description

Apex enables modern investing and wealth management tools through an ecosystem offrictionless platforms, APIs, and services.

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 is seeking a Senior Product Manager (Client Configuration) to focus on Client Setup and Configuration for Apex, including new systems and services. You'll have the exceptional opportunity to learn from experts in the industry, from our department heads to some of the founders of our company.

Duties/Responsibilities

Defining and executing the strategy, vision and roadmap for our client configuration tool, a centralized service for managing client-specific configuration data within our cloud based investment infrastructure platform.

Work with cross-functional teams to develop and document detailed product requirements and lead products from design to launch.

Work with customers and senior business leaders to identify and solve for product gaps.

Use business metrics to drive strategy and innovation.

Authoring Annual Operating Plans, Product Charters, PR-FAQs, Narratives and other product related artifacts.

Research and communicate market trends.

Conduct competitive analysis to understand our place in the market.

Provide insights and actionable recommendations for business stakeholders based on deep analysis and alignment with business goals.

Be accountable for the functional and financial success of your products.

Education and/or Experience

Bachelor’s degree, preferably in a technical field such as Computer Science or engineering (or equivalent work experience) required; advanced degree preferred

5+ years of Product Management experience, with a strong preference for backgrounds in securities, structured data, and back office systems.

Solid track record managing the full lifecycle of product development, preferably within a SaaS or cloud-based environment.

Experience researching, defining and documenting market and product requirements.

Experience in financial markets or a strong interest in learning the securities industry preferred

Required Skills/Abilities

Technical fluency with the ability to effectively communicate with engineering teams, understand modern technology concepts, and make informed product design decisions alongside technical staff.

Exceptional interpersonal, verbal, and written communication is a must. Strong analytical capabilities and comfort with BI tools, Excel, SQL, and potentially more advanced data analysis tools like Python or R.

A deep understanding of Agile methodologies and a strong preference for incremental and iterative product delivery.

Strong decision-making skills with the ability to challenge norms and influence stakeholders without direct authority.

This job operates in a hybrid, office environment 3 days per week.

Position requires 15% + time for travel. (We’re a distributed company.)

#product management #mid-senior #full-time #LI-XX1 #APEX #LI-JC1

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.

EEO Statement

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.

Disability Statement

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.

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