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
Company Overview
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 have offices in Austin, New York, Chicago, Portland, Belfast, and Manila.
Apex's Ascend platform is our API-first, multi-tenant foundation that powers next-generation custody, clearing, and developer experiences. The Client Platforms and Configuration suite within Ascend provides the centralised configuration layer that governs how every correspondent firm is onboarded, provisioned, and managed across the platform. As Ascend scales domestically and prepares for international expansion, this configuration layer becomes the strategic foundation enabling every product team to deliver firm-specific capabilities at scale.
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
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Job Summary
Apex is seeking a Senior Product Manager to lead the Client Platforms and Configuration product suite within Ascend. This is a strategic role at the heart of Ascend's growth: you will own the configuration layer that underpins every product team's ability to deliver firm-specific, market-specific, and jurisdiction-specific capabilities to our clients.
You will be responsible for the ongoing evolution of Client Configuration and provisioning, serving as the central product manager for how firms are set up, configured, and managed across the Ascend platform. You will partner with product teams across the organization to facilitate their domain-specific configuration needs while leading the design and delivery of a new firm-level configuration architecture that will power Ascend's ambitions and support increasingly complex multi-market, multi-entity, and multi-jurisdictional requirements.
This role requires a strategic thinker who can balance the operational demands of a production platform serving millions of accounts with the forward-looking architecture needed to scale Ascend significantly beyond its current scope.
Key Responsibilities
Product strategy and roadmap
- Define and own the Client Platforms and Configuration vision and multi-quarter roadmap within Ascend, balancing operational reliability, product team enablement, and platform scale.
- Lead the strategic initiative to design and deliver a firm-level configuration layer that supports international expansion, multi-jurisdiction requirements, and increasingly complex client structures.
- Prioritize initiatives using data-driven insights, client feedback, and cross-team dependencies to maximize platform scalability and onboarding efficiency.
- Build business cases with clear outcomes, investment, and ROI; align stakeholders around priorities and trade-offs.
Cross-domain configuration enablement
- Serve as the central product partner for domain product teams (Trading, Investor Communications, Billing, Cash Management, Account Services, etc.), enabling them to define and manage their domain-specific configuration within a unified framework.
- Establish standards, patterns, and self-service capabilities that allow product teams to extend configuration without creating fragmentation or technical debt.
- Define and maintain the configuration data model that governs firm-level settings, product entitlements, feature flags, and domain-specific parameters.
- Facilitate cross-team alignment on configuration schema, validation rules, and dependency management.
Platform and API ownership
- Define RESTful APIs and event models for client configuration, provisioning, entitlements, and firm management; ensure excellent developer experience, documentation, and sandbox coverage.
- Partner with engineering on data integrity, observability, and resiliency to support a configuration layer that underpins all Ascend services.
- Establish SLOs for configuration propagation latency, accuracy, and availability; instrument monitoring and alerting for end-to-end reliability.
Client onboarding and operational excellence
- Own and continuously improve the client onboarding experience, reducing time-to-live and manual intervention required to provision new correspondent firms.
- Define and monitor KPIs such as onboarding cycle time, configuration error rate, provisioning success rate, time-to-propagation, and self-service adoption.
- Lead continuous improvement through automation, validation tooling, and root-cause analysis for configuration-related incidents.
Cross-functional leadership
- Run effective ceremonies, backlog grooming, and release planning across one or more squads.
- Coordinate with Operations, Client Success, Engineering, and product domain teams to ensure readiness, training, and smooth client rollouts.
- Communicate status, risks, and outcomes to senior stakeholders and key clients.
Education and Experience
- Bachelor's degree in Business, Computer Science, Engineering, or related field; advanced degree a plus.
- 8+ years of product management experience, with 3+ years building or operating platform configuration systems, client provisioning tools, multi-tenant SaaS platforms, or enterprise administration and setup products in fintech, brokerage/custody, or wealth management.
- Demonstrated success shipping API-first, event-driven, or microservices-based products at scale.
Preferred Qualifications
Industry and platform depth
- Familiarity with brokerage/custody operations, including client onboarding, firm-level configuration, entitlements management, and correspondent clearing relationships.
- Experience designing configuration systems that support multi-market, multi-jurisdiction, or multi-entity requirements.
Technical proficiency
- Experience with relational data modeling for configuration and provisioning systems, including schema design, validation, and versioning.
- Understanding of RESTful API best practices and event streaming; experience with observability, logging, and SLA/SLO design.
- Familiarity with feature flag systems, entitlement frameworks, or configuration-as-code patterns.
Scale and complexity
- Track record managing platform products that serve as foundational dependencies for multiple product teams and services.
- Experience with complex data migration, backward compatibility, and configuration schema evolution in production systems.
Client and program leadership
- Proven track record leading complex cross-functional programs and presenting to senior stakeholders and clients.
- Experience supporting international product expansion or multi-market platform rollouts.
Knowledge, Skills, and Abilities
- Exceptional written and verbal communication, including requirements writing, API/product documentation, and stakeholder presentations.
- Strong analytical skills; proficiency with SQL and BI tools to instrument and monitor platform health metrics (e.g., onboarding cycle time, configuration accuracy, propagation latency).
- Agile delivery expertise; adept at decomposing complex platform requirements into incremental, testable product slices.
- Systems thinking; ability to understand and manage cross-service dependencies, data flow, and configuration propagation across a distributed platform.
- Influence without authority; ability to align Engineering, Operations, Compliance, and multiple product teams around shared standards and outcomes.
- Nice to have: experience with configuration governance frameworks, multi-tenant access control models, and internationalization/localization patterns.
Work Environment
- This job operates in an office environment.
- This job operates on a hybrid schedule (Days: 2).
- This job may require up to 20% travel. (Apex is a distributed company.)
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 a market-leading salary with an annual bonus, 28 days of annual leave plus 10 Northern Ireland national holidays, a training and development budget, and a pension matched up to 7%. Our benefits also cover private health insurance for medical, dental, and optical care, and life insurance. We emphasize work-life balance with flexible working hours, parental leave, a modern city center office, and a hybrid work schedule that allows for greater flexibility by partially working from home. Additional perks include monthly catered lunches, unlimited drinks and snacks, hackathon events, poker tournaments, and a charitable matching gift program.
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 a technical field
- 8+ years of Product Management experience
- Experience in securities and back office systems
- Solid track record managing product development in SaaS
- Experience with BI tools, Excel, SQL, Python or R
What the Team is Saying
Apex Fintech Solutions Compensation & Benefits Highlights
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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.
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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.
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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
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.
Gallery
Apex Fintech Solutions Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
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