Senior Product Manager (Investor Communications)

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. As a global organization, we have offices in Austin, Dallas, Chicago, New York, Portland, Belfast, and Manila.

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

Apex is seeking a Senior Product Manager to lead the Investor Communications product suite within Ascend. You will own the strategy, roadmap, and execution for regulatory and transactional communications at scale, including statements, trade confirmations, tax documents, proxy and shareholder materials, and disclosures. You will drive digital delivery (email, in-app, push) and paper fulfillment via third-party vendors, manage investor preference and consent experiences, and ensure accuracy, timeliness, and compliance across all channels. You’ll partner with Engineering, Compliance, Operations, Client Success, and external vendors to deliver a resilient, API-first communications platform for our B2B2C clients and their millions of end investors.

Duties/Responsibilities

• Own the strategy and multi-quarter roadmap for Ascend’s Investor Communications, aligning to client needs and platform scale.

• Lead the evolution of the Investor Communication platform in a spcialised vendor ecosystem with clear cutover/rollback guardrails.

• Build generic, reusable services: investor email notifications, document composition/retrieval, and fallback print-and-mail.

• Collaborate with Engineering to define APIs and event models for document composition, generation, retrieval, webhooks, and delivery status; ensure excellent developer experience, documentation, and sandbox coverage.

• Partner with Engineering on reliability, observability, and performance; set pragmatic SLOs and operational runbooks.

• Manage vendor relationships and costs; negotiate and track SLAs; oversee onboarding and ongoing quality.

• Coordinate cross-functional delivery with Engineering, Operations, Compliance, Legal, and Client Success; run effective ceremonies and clear stakeholder communications.

• Measure and improve outcomes via KPIs (e.g., delivery success, e-delivery adoption, latency, onboarding time, and cost efficiency).

• Maintain compliance and records retention in partnership with Compliance/Security; support audits with appropriate evidence.

Required Skills/Abilities

• Exceptional verbal and written communication skills, with the ability to effectively collaborate across technical and non-technical teams and articulate complex ideas to diverse stakeholders.  

• Strong analytical and problem-solving skills, with experience using tools such as SQL, Excel, or BI platforms to derive insights that inform product decisions.  

• Solid understanding of modern software development practices, APIs, and Agile methodologies, including an interest in leveraging AI and emerging technologies to enhance product experiences.  

• Proven ability to prioritize and manage multiple initiatives in a fast-paced environment, demonstrating organizational excellence and attention to detail.  

• Strategic mindset with the capability to balance day-to-day execution with long-term product vision, navigating ambiguity while delivering impactful, client-focused solutions. 

Work Environment

• This job operates in a hybrid office environment 2 days per week.

#product management #full-time #mid-senior #LI-DM1 #AFSUK

​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.