Director, Product Management (Alternative Investments & Mutual Funds)

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

As the Director, Product Management (Alternative Investments & and Mutual Funds), you will play a pivotal role in driving the development and success of these products in alignment with the company’s vision and goals. This role demands strategic vision (informed by experience), leadership and influence prowess, and a hands-on approach to drive the continuous evolution of value to the market, clients, and end-investors via this product set. By being directly responsible for the costs of product delivery versus the adoption and revenue acquisition, this role acts as, essentially, the CEO of the product set, and holds full accountability for the achievement of profitability goals and market penetration. 
 
Duties/Responsibilities:

Strategic Leadership: 

• Perform Competitive Analysis of the product set, including identifying the addressable market and personas impacted, trends, consumer needs, and product scope. 

• Definition of a product target state and an incremental feature roadmap [with timeframe expectations] to achieve the target, informed by data and detailing ROI.   

• Develop OKRs to objectively measure progress on product development.  

• Collaborate with cross-functional teams (product execution, technology, finance, sales, marketing) to align product objectives with business goals. 

• Develop client-facing relationships as the face of your product.   Leverage feedback flywheels to tune the product roadmap and incrementally evolve your product.  

• Develop and sustain strong, collaborative working relationships with other departments across Apex to build trust and understanding. 

Team Leadership: 

• Lead, mentor, and inspire a team of product, engineering, sales and business professionals, towards the achievement of product goals. 

• Detailed knowledge of product processes, expectations, impacted personas, required partnerships and data footprint associated with the product.    

• Understand the end-to-end implications of your product in the custodial ecosystem. 

• Point of escalation for resolution of product development issues.  

• Establish clear goals and performance metrics to evaluate team and product performance. 

• Generate energy to motivate the team throughout the entire product cycle. 

Individual Responsibilities: 

• Define and support acceptance testing and quality assurance of your product.   Work across the organization to bring other SMEs to partner if necessary.   

• Attendance and/or speaking engagements at industry conferences, relevant to the product domain.   

• Establish robust QA metrics and reporting mechanisms to track progress and identify areas for improvement, facilitating agile retrospectives and sprint reviews. 

• Conduct regular audits and reviews to ensure compliance with QA standards and regulatory requirements, adapting processes as needed to support agile development practices.

Collaboration and Communication: 

• Collaborate closely with product marketing and other stakeholders to develop the value statements for the product and externally-facing collateral.  

• Collaborate closely with Sales and Relationship Management to drive adoption of your product set and consume feedback from these client-facing partners OR from clients directly.  

• Facilitate knowledge sharing and cross-functional collaboration to foster understanding of your product set across the organization. 

• Develop scorecards to objectively communicate progress against stated OKRs.   

Education and/or Experience

• Bachelor’s degree in Finance/Economics, Marketing or related field (or equivalent work experience) required; master's degree preferred

• 10+ years of prior work experience; 5+ years as a people manager

• Proven experience in a leadership role in product development, owning a P&L.     

Required Skills/Abilities

• Strong leadership, communication, and interpersonal skills, with the ability to inspire and lead teams in an agile environment. 

• Strong ability to listen, but also to question assumptions. 

• Excellent written and oral communication skills and ability to adapt storytelling to different audiences based on their priorities and level of knowledge. 

• Experience in building and managing high-performing products within agile development frameworks. 

• Excellent problem-solving abilities and attention to detail, with a proactive approach to identifying and mitigating regression risks within an agile environment. 

• Understanding of user experience, web development, API standards, and Agile practices, with a strong preference for best practices and incremental delivery. 

• Ability to make decisions with imperfect information, lead without authority and be comfortable managing a team through ambiguity and complexity. 

Work Environment

• We are a hybrid working environment, you are expected to work from your local office 3 days/week 

• Position requires 25%+ time for travel to other offices.

#product management #Director #LI-MW1 #APEX

​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.