Senior Product Manager (Advisory)

WHO WE AREApex 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 also have offices in Austin, New York, Chicago, Portland, and Belfast. 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 Awards2021 Most Innovative Companies - presented by Fast Company2021 Best API & Best Trading Technology - presented by Global Fintech AwardsABOUT THIS ROLEApex Fintech Solutions disrupts the financial services industry, empowering Fintech leaders like Stash, Robinhood, and Betterment. We have a proven track record of success and continuously foster innovation. Our Product Managers are pivotal in this disruption.

They guide new products at Apex and deliver exceptional value to our users. They drive our success, merging financial industry research and knowledge with our technical expertise to create leading product strategies.The Senior Product Manager (Advisory) will work within the Advisory team, a group dedicated to providing strategic guidance and support to our clients. You will collaborate with stakeholders throughout Apex and with external customers to identify problems and drive efficiency and operational excellence for our advisors and business.This position reports to the Director of Advisory Product and works closely with Engineering, relationship management, operations, and UX research and design.We are looking for someone who:Has a passion for technology

• You love using technology differently to maximize opportunity and impact for customers, and you have a way of bringing out that same fire in the people you work with.Strives to be the best

• Whether decreasing system downtime or making an innovative change to "how it's always been done," you aim to find more efficient ways to support the customer. You challenge yourself by setting goals and exceeding them.Excels at collaboration

• You are excited to work with fellow engineers and big thinkers. You know how to collaborate within the department and across the organization, understanding that our ability to succeed is grounded in your contribution to the team.Embraces agile delivery

• You focus on continuously delivering value through iterative development and frequent releases, ensuring that our products consistently meet user needs and expectations.Seeks to make an impact

• You strive to deliver outstanding work, prioritize proactive problem-solving over firefighting and are dedicated to ensuring the entire team's success.Communicates vision and strategy effectively

• You understand the vision and can articulate the strategy to anyone within the company, from technical staff to leadership, ensuring everyone is aligned and moving towards the same goals.What You Will Do All Day:Define Solutions for Efficiency and Scalability

• At Apex, our edge lies in our technology products. As a product manager, you will identify key problems to solve and develop solutions that empower our customers to thrive.Become an Expert

• Dive deep into our products and customers' needs. You will be able to pursue every avenue to master our product, from learning financial regulations to attending industry conferences.
  
  Engaging frequently with subject matter experts (SMEs) within Apex is not just essential; it's a chance for you to grow and develop in your career. If you're passionate about continuous learning, this role is perfect for you!Collaborate with Engineering Teams

• Work closely with engineering to drive projects to completion. Your strong product ownership skills, effective communication abilities, and the know-how to maintain a steady delivery cadence will be crucial.
  
  Daily tasks include planning projects, grooming backlogs, and researching emerging requirements with your team. Your contribution to the team is what will make us succeed.Shape Technology Strategy with Business and SMEs

• Regularly meet with subject matter experts, key customers, and senior decision-makers to communicate the product vision and ensure its value is clear. Your input will be crucial in shaping our technology strategy.Innovate and Lead

• Stay on the cutting edge of technology. Explore the latest, coolest, and most innovative technologies, which will help us stand out as industry leaders. We're committed to being different and want to be seen as pioneers in employing and building advanced technologies.A Few Reasons Why You Might Love Us:Industry Leader

• Apex is celebrated for disrupting the financial services industry and empowering fintech giants like Stash, Robinhood, and Betterment. With a proven track record of success and a commitment to continuous innovation, you will enjoy the benefits of a growing, successful company while thriving in an entrepreneurial culture.Innovative Tech Approach

• You will collaborate with tech industry leaders at Apex. Our passionate engineers are dedicated to discovering new and unique ways to use technology to solve our customers' problems.Immediate Impact

• Your work will make a difference from day one. You will see the direct impact of your contributions on our tech department and our clients.Here are a few reasons why you might like working for us:Embrace Change

• This job isn't for someone who prefers predictability. Our work thrives on ambiguity and flexibility, embracing the unknown and constant change. You will fit right in if you excel in dynamic environments and enjoy navigating uncharted territories.Stay Curious and Innovative

• We thrive on curiosity and innovation, always seeking new and better ways to solve problems. Our team constantly explores creative solutions to deliver the best possible outcomes for our customers.Collaborative Spirit

• We achieve the best solutions for our customers by working together. Believing two brains are better than one, we collaborate on everything. On this team, you succeed by ensuring the whole team succeeds.Tech Enthusiast

• We embrace flexibility and a willingness to learn and understand different technologies. We value those eager to learn and continuously adapt to new tools and solutions.Responsibilities:Define a strategy, vision, and roadmap for your products that will delight our customers

Research and communicate the competitive landscape and emerging market trends in our industry

Generate insights and actionable recommendations through deep analysis and alignment with business goals

Collaborate with customers and senior business leaders to identify opportunities for business improvement

Own your product throughout the entire Software Development Life Cycle (SDLC)Define, drive, and measure the success of your products

Work in Jira to write initiatives, features, epics, and user stories that communicate the desired functionality to engineering while clearly articulating customer value

Develop effective personal relationships across the firm (may require up to 20% travel)Desired Skills:Strong interpersonal, verbal, and written communication skills

Ability to influence across all levels and foster alignment and a sense of urgency

Proficiency with BI and related tools for data mining and insights (e.g., Excel, SQL)End-to-end SDLC management experience

Experience working as an Agile product owner

Flexibility in working with different agile methodologies

Ability to drive frequent value delivery through Agile methodologies

Preferred Knowledge and Experience:Bachelor's degree in a technical or business field5+ years of experience in a Product or Product-adjacent role, such as Product Owner or business Analyst, where you managed a product's lifecycle, from ideation to launch and beyond3+ years of experience with Fintech-related products

Familiarity with security and regulatory protocols related to sensitive investor documents (retention policies, retrieval methods, etc.)Knowledge of RESTful API design best practices

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.#engineering #mid-senior #LI-MJ1 #APEXOur RewardsWe 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.Diversity, Equity, Inclusion, and Belonging (DEIB) CommitmentWe're looking for all kinds of people.At Apex, we believe that wealth management and investing should be accessible to everyone, and we strive to create spaces to democratize investing for folks of all walks of life. Internally, we embrace diversity and are dedicated to creating an inclusive and equitable workplace, which reflects our company vision and mission.

We value every team member's unique perspective and are committed to fostering a culture where everyone belongs. Join us in our mission to empower and celebrate individual differences.Apex is committed to being an equal opportunity employer. We ensure that qualified applicants receive fair consideration for employment without discrimination based on sex, gender identity, gender expression, sexual orientation, race, color, natural or protective hairstyle, genetics, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law.

Know your rights: workplace discrimination is illegal. We stand by this commitment to promote a diverse, equitable, and inclusive workforce.