Product Manager (Accounts)

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
The Product Manager for Accounts Reference will have product ownership of our core account creation and maintenance system . This role will manage the SDLC of Accounts including roadmap curation, Product Owner responsibilities, and end-to-end stewardship of their products and features . They will a dditionally ensure their product s align with and exceed client and regulatory commitments as agreed upon by the firm.
Duties/Responsibilities

• Drive prioritiz at ion and requirements definition for strategic initiatives and product priorities to deliver key business outcomes.
• Oversee multiple product management processes, establish priorities, and coordina te with teams to create schedules throughout the product life cycle
• Build strong relationships with key internal stakeholders and clients
• Collate detailed requirements and define User Stories in collaboration with internal and external customers
• Work with the development team to deliver against these in an Agile context and to ratify proposed technical solutions, including testing new functionality
• Prioritize requests to drive growth and maximize profitability
• Work collaboratively with various internal and external teams to resolve dependencies
• Interact with clients to validate demand and verify the accuracy of the planned workflows
• Promote adoption of the completed product and provide training tools/documentation to drive successful use
• Collaborate with other departments to build trust and understanding
• Support Sales/Relationship Management in customer meetings and calls as a subject matter expert

Education and/or Experience

• Bachelor's degree, preferably in a technical field (CS or engineering degree)
• 2 - 5 years of experience in a Product or Product-adjacent role
• Business data modeling of a complex business domain (e.g., CRM, logistics , construction, enterprise marketing, finance, etc.)
• Knowledge in a Fintech-related field (e.g., wealth management, custody, payments, etc.)
• Experience with vendor integrations and result-driven outcomes
• Experience collaborating on RESTful API design
• Agile practices, with a strong preference for incremental delivery
• Experience with stakeholder negotiation

Required Skills/Abilities

• Strong interpersonal, verbal, and written communications
• Ability to influence across all levels and foster alignment and a sense of urgency
• Capacity to use BI and related tools to mine data for insights ( e.g.,Excel , SQL)
• End-to-end SDLC Management (Software Development Life Cycle)
• Ability to drive frequent value delivery through Agile methodologies
• Organizational skills and capacity to oversee multiple work streams
• Strong ability to listen . While being Customer-centric, you elicit non-obvious customer needs and synthesize research to gain a deep understanding and narrow definition of a problem
• Operational knowledge of project and communications software (e.g., Slack, JIRA, Confluence, etc.)

Work Environment

• This position operates in a hybrid environment
• This position requires up to 30% travel - interoffice, industry events, and client sites

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
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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.