Senior Product Manager (Accounts)

Posted 11 Days Ago
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Austin, TX, USA
Hybrid
Senior level
Fintech • Software • Financial Services
Apex Fintech Solutions aims to enable frictionless investing for everyone.
The Role
As a Senior Product Manager, you will define product vision and multi-quarter roadmaps, oversee complex initiatives, ensure product quality, and mentor PMs, driving strategic business outcomes.
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

Job Summary:

As a Senior Product Manager at Apex, you will set the direction for a product and scale it effectively. You will identify high-impact opportunities, oversee end-to-end delivery across design, engineering, data, and go-to-market, and ensure the product meets performance, reliability, and customer experience standards while representing the product in executive forums.

 

Key Responsibilities:

  • Independently own a product: define vision, strategy, and a multi-quarter roadmap that delivers material outcomes (growth, customer experience, efficiency) and clear decision rights.

  • Set product OKRs/KPIs and operating mechanisms (intake, prioritization, governance, release planning); ensure execution discipline through cadenced reviews, risk management, and course-correction.

  • Lead complex, cross-org initiatives; influence senior stakeholders and secure resources for the highest-impact work; align multiple teams on goals, milestones, and accountability.

  • Establish and enforce quality, reliability, security, and compliance guardrails; own product health and SLAs with engineering, including postmortems and remediation for incidents.

  • Develop compelling business cases; guide investment decisions and portfolio prioritization across related product areas, including build/buy/partner evaluations and ROI modeling.

  • Represent the product in executive forums and with key customers; drive alignment and accountability; communicate strategy, trade-offs, and performance transparently.

  • Coach and elevate PMs; review roadmaps/PRDs; raise the bar on discovery, experimentation, and decision quality; mentor on product craft, operating standards, and stakeholder influence.

Education and Experience:

  • Bachelor’s degree in Computer Science, Software Engineering, Information Systems, or a related technical field required; Master’s (e.g., MBA, CS, Engineering) preferred, or equivalent experience.

     6–8+ years in product management, including independent ownership of a product line.

    History of setting vision and multi-quarter roadmaps, influencing senior stakeholders, and delivering material business outcomes.

    Experience establishing operating mechanisms and quality/compliance guardrails and leading high-visibility launches.

     

Knowledge, Skills, and Abilities:

  • Systems and portfolio thinking: defines product vision and multi-quarter roadmap; aligns investments to outcomes and adjacent areas.

    Executive communication and influence: frames trade-offs and decisions; secures resources and cross-org alignment.

    Metrics and modeling: sets KPIs/OKRs; models impact/ROI; course-corrects based on performance and risk.

    Technical and architectural fluency: engages on architecture, scalability, reliability, security, and compliance guardrails.

    Operational excellence: establishes operating mechanisms (intake, prioritization, governance); owns product health, SLAs, and postmortems.

    Coaching and bar-raising: mentors PMs; reviews roadmaps/PRDs; elevates product craft, measurement, and stakeholder management

Preferred Qualifications:

  • Deep fluency in platform/API strategy and third-party integrations; engages on architecture, scalability, and reliability.

    Executive-level storytelling with data (impact/ROI modeling; influencing senior stakeholders).

    Track record leading major launches and representing the product with executives and strategic customers.

    Experience leading large-scale replatforming or migration initiatives, driving cross-org alignment and risk management..

#product management #full-time #mid-senior #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 a related technical field
  • 6-8+ years in product management, including ownership of a product line
  • Experience establishing operating mechanisms and leading high-visibility launches
  • Master's degree preferred (MBA, CS, Engineering) or equivalent experience

What the Team is Saying

Niall
Paul
Hiroko
Alaina
Mariano

Apex Fintech Solutions Compensation & Benefits Highlights

  • Healthcare Strength Health coverage is considered comprehensive, complemented by mental-health resources and wellness programs. Ancillary options like HSAs/FSAs and pet insurance broaden the support footprint.
  • Leave & Time Off Breadth Time‑off policies provide a clear PTO bank that expands with tenure, along with paid holidays and volunteer time. This structure supports predictable planning and work‑life balance.
  • Parental & Family Support Parental leave includes fully paid maternity and several weeks for partners, with adoption assistance and family medical leave available. Options to extend leave via PTO or brief unpaid time add flexibility for family needs.

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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