Product Manager (Accounts)

Posted An Hour Ago
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Austin, TX, USA
Hybrid
Mid level
Fintech • Software • Financial Services
Apex Fintech Solutions aims to enable frictionless investing for everyone.
The Role
Own feature-level product delivery from discovery through launch and iteration. Write PRDs/user stories, prioritize backlogs, run lightweight research and experiments, partner with design and engineering, instrument features and monitor metrics, coordinate releases and go-to-market, and ensure operational readiness and quality.
Summary Generated by Built In

WHO WE ARE

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. Here are just a few of the many awards we’ve recently received: 

 

Best Places to Work 

2026, 2025, 2024, 2023 - Presented by BuiltIn 

 

WealthTech of the Year 

2025 - Presented by US FinTech Awards 

 

The World’s Top 250 Fintech Companies 

2024 - Presented by CNBC 

ABOUT THIS ROLE

As a Product Manager at Apex, you will own features within a product and drive their end-to-end delivery—from discovery through launch and iteration. You will translate insights into clear requirements, prioritize the feature backlog, partner with design and engineering, and measure outcomes to improve customer experience and business results under the guidance of senior product leaders.

 

Key Responsibilities:

  • Own feature-level delivery within a product: drive discovery, write clear PRDs/user stories, and define acceptance criteria and success metrics.
  • Maintain and prioritize the feature backlog; align work to the product roadmap and OKRs; plan sprints and clarify scope for the team.
  • Partner with design and engineering to explore solution options, estimate work, sequence milestones, and remove day-to-day blockers.
  • Run lightweight research and experiments (interviews, prototypes, usability tests) to validate assumptions and refine requirements.
  • Instrument features and build basic dashboards; monitor adoption, quality, and satisfaction; iterate based on data and user feedback.
  • Coordinate releases and go-to-market support (release notes, enablement, rollout plans) with guidance from senior product leaders.
  • Coordinate releases and go-to-market support (release notes, enablement, rollout plans) with guidance from senior product leaders.
  • Ensure quality and operational readiness: define acceptance criteria, support QA/UAT, and maintain user guides and runbooks.
  • Identify and surface trade-offs, risks, and dependencies early; escalate appropriately and drive clear decisions.
  • Communicate status, decisions, and changes to stakeholders; document rationale and maintain up-to-date product artifacts.

 

Education and Experience:

  • Bachelor’s degree in Computer Science, Software Engineering, Information Systems, or a closely related technical field.
  • 3–5 years in product management or adjacent roles (e.g., product analyst, UX, delivery) in a technology environment.
  • Demonstrated experience owning feature delivery end-to-end (discovery, PRDs/user stories, launch, iteration).
  • Experience collaborating with engineering and design and participating in Agile ceremonies.
  • undefined

Knowledge, Skills, and Abilities:

  • Product discovery and user empathy: runs interviews, synthesizes insights, validates assumptions.
  • Requirements and backlog management: clear PRDs/user stories, acceptance criteria, backlog hygiene.
  • Data literacy: defines feature metrics, instruments basic analytics, makes data-informed decisions.
  • Technical fluency: understands API basics, UX principles, and delivery constraints; collaborates with engineering and design.
  • Communication and collaboration: clear written/verbal communication; aligns partners; surfaces risks early.
  • Execution discipline: Agile ceremonies, sprint planning, iterative delivery; reliable follow-through.

Preferred Qualifications:

  • Recognized Agile/Product certification (e.g., CSPO/PSPO/PSM or equivalent).
  • Experience in high-growth or startup environments.
  • Basic SQL/analytics and instrumentation; ability to build simple dashboards.
  • Familiarity with web technologies and APIs; comfortable collaborating on developer-facing documentation

#product management #associate #full-time #LI-SD1 #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.

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.

Skills Required

  • Bachelor's degree in Computer Science, Software Engineering, Information Systems, or closely related technical field.
  • 3-5 years in product management or adjacent roles in a technology environment.
  • Demonstrated experience owning feature delivery end-to-end (discovery, PRDs/user stories, launch, iteration).
  • Experience collaborating with engineering and design and participating in Agile ceremonies.
  • Ability to run product discovery: interviews, synthesize insights, validate assumptions.
  • Requirements and backlog management: write clear PRDs/user stories and define acceptance criteria.
  • Data literacy: define feature metrics, instrument basic analytics, and make data-informed decisions.
  • Technical fluency: understands API basics, UX principles, and delivery constraints; collaborate with engineering.
  • Execution discipline: run Agile ceremonies, sprint planning, iterative delivery, and reliable follow-through.
  • Support QA/UAT, maintain user guides and runbooks, and ensure operational readiness.
  • Recognized Agile/Product certification (e.g., CSPO/PSPO/PSM or equivalent).
  • Experience in high-growth or startup environments.
  • Basic SQL/analytics and instrumentation; ability to build simple dashboards.
  • Familiarity with web technologies and APIs; comfortable collaborating on developer-facing documentation.

What the Team is Saying

Niall
Paul
Hiroko
Alaina
Mariano
Laura
Suresh
Hamdan Ahmed

Apex Fintech Solutions Compensation & Benefits Highlights

  • Healthcare Strength Core medical, dental, and vision coverage are employer-verified, with HSAs/FSAs and mental-health resources (including a paid Calm app subscription) also offered.
  • Leave & Time Off Breadth Paid time off, nine paid company holidays with several early-release afternoons, and up to 16 hours of paid volunteer time indicate broad time-away benefits. PTO increases from three to four weeks with tenure.
  • Wellbeing & Lifestyle Benefits Wellbeing and learning perks include a paid Calm app subscription plus generous external learning and tuition reimbursement. Commuter benefits, office snacks/drinks, and a hybrid work model further support day-to-day experience.

Apex Fintech Solutions Insights

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The Company
HQ: Dallas, TX
1,000 Employees
Year Founded: 2012

What We Do

Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors. The company provides essential infrastructure and a comprehensive ecosystem of cloud-based products to enable and streamline trading, wealth management, cost basis, tax reporting, and, through its subsidiary Apex Clearing™, custody and clearing. For more information, visit the Apex Fintech Solutions website: https://www.apexfintechsolutions.com.

Why Work With Us

We are bold enough to do what needs to be done. Savvy enough to know what that is. Kind and candid enough to tell it like it is every step of the way. We are compelling in our own right but devoted to joint success. We watch our backs. We scout the way ahead. We put ourselves, our team, and our clients in a position to soar.

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Apex Fintech Solutions Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: 3 days a week
HQDallas, TX
Austin, TX
Belfast, GB
Chicago, IL
Manila, PH
New York, NY
Portland, OR
Learn more

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