Sr Program Manager

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

This Sr Program Manager role with Apex Cost Basis and Tax is an incredible opportunity sitting at the intersection of product, engineering, operations, and client-facing teams. You will drive alignment within Cost Basis and Tax and across the broader Apex organization, keeping cross-functional initiatives moving in a fast paced and agile environment. This is a high-visibility role where you will partner directly with leaders across the organization and have a real impact on how we deliver for our clients. You will have the opportunity to shape how a modern fintech organization coordinates and delivers across teams, with direct exposure to leadership and the autonomy to drive meaningful change.

Duties/Responsibilities

• Build and maintain strong working relationships across product, engineering, operations, and leadership to drive alignment and effective coordination
• Ensure priorities, progress, risks, and decisions are communicated effectively across teams and to leadership, and are aligned to strategic business objectives
• Facilitate and focus the forums that matter: kickoffs, retrospectives, cross-team syncs, leadership reviews
• Champion team and individual efforts across the organization in a positive, respectful way
• Support teams in planning and delivering against commitments through annual, quarterly, and monthly coordination
• Proactively identify and resolve blockers across teams, whether unclear requirements, misaligned priorities, or resource constraints
• Lead cross-organization programs, integrations, and migration efforts where multiple teams need to coordinate delivery
• Own transparent reporting on portfolio health, delivery progress, and key metrics, and present at leadership meetings, quarterly business reviews, and other forums
• Drive continuous improvement across teams and across the organization by facilitating retrospectives, capturing learnings, and following through on the changes teams agree to make
• Apply AI tools as a working practice, from reporting and analysis to knowledge synthesis, and evaluate emerging capabilities that help teams work more effectively

Education and/or Experience

• Bachelor's degree in Computer Science, Information Systems, Business Administration or similar field, or equivalent work experience
• 5+ years of experience in program management, with a track record of managing cross-functional programs in a cloud/SaaS environment
• Hands-on experience using AI tools to accelerate program delivery and as a working practice of incorporating AI into daily workflows
• Demonstrated success working across organizational boundaries, building relationships and influencing outcomes without direct authority
• Experience in environments where product development teams have ownership of their delivery and the program manager's role is coordination and enablement

Required Skills/Abilities

• Ability to thrive with ambiguity and manage competing priorities in a fast-moving environment
• Exceptional communication skills, both written and verbal, with the ability to tailor messages for audiences from project teams to executive leadership
• Strong judgment on when to convene stakeholders, when to escalate, and when to let teams execute
• Ability to take a data-driven approach to program management, collecting and analyzing information to drive clarity and stakeholder alignment
• Comfort with modern collaboration and work tracking tools (Confluence, JIRA, etc.) and a willingness to adopt and evaluate new ones
• Demonstrated experience applying AI tools to program management workflows, including reporting, analysis, and stakeholder communication
• Ability to synthesize complex information from multiple teams and workstreams into clear, actionable plans
• Strong problem solving and organizational skills with attention to detail

Other Preferred Qualifications

• Experience in the financial services industry
• Familiarity with working in a SaaS environment
• Project Management Institute certification (PMP or CAPM)

#product management #mid-senior #full-time #LI-MJ1 #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.