Senior Product Manager; Ascend Investor

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

Apex Fintech Solutions is seeking a Senior Product Manager to focus on product development and client product management supporting our cutting-edge embedded wealth technology solution. This role will empower clients to leverage our B2B SaaS financial platform, helping them design, develop and implement Fin Tech solutions while ensuring alignment to Apex’s long‑term product roadmap. This is a creative and ownership-driven role, requiring both technical fluency and client‑centricity.

• Partner closely with clients throughout their onboarding process, tailoring product features and integrations to meet their specific business needs and ensuring they are fully operational and supported
• Collaborate with stakeholders to align product strategies, roadmaps and product features to meet evolving client requirements
• Research and communicate the competitive landscape and investor trends in the wealth industry
• Translate investor needs into actionable requirements, writing clear initiatives, features, epics, and user stories in Jira
• Collaborate with design using Figma to create intuitive investor workflows and high‑value digital journeys
• Partner with engineering to review API specifications and documentation, ensuring seamless integration of features
• Create feedback loops to gather insights from clients, adjust strategies, and iterate product features for an optimal onboarding experience
• Maintain an organized product backlog, continually refining and prioritizing to ensure impactful feature releases and consistent product evolution

• Bachelor’s degree in a technical field (or equivalent work experience) required
• 5+ years of experience, particularly in technical product management with direct experience writing requirements, understanding technical requirements & driving feature development with engineering and designers
• Experience in a client‑facing role
• Familiarity with Fin Tech and/or B2B SaaS products
• Experience collaborating with those in different functional areas like Product, Engineering, UI/UX, Sales, Customer Support and/or Operations
• Experience in designing and launching investor‑facing digital platforms
• Experience working in Agile environments with frequent value delivery.
• Experience with Miro, Figma, or other workflow software for product discovery and cross‑functional workshops.

• Strong knowledge of self‑directed brokerage, managed accounts, and robo‑advisory models
• Proven ability to understand and interpret client needs, translating them into impactful product and onboarding solutions
• Familiar with the architecture and technical decisions of a SaaS financial platform, capable of evaluating decisions against client objectives
• Strong skills in Agile project management, with the ability to focus and prioritize effectively in fast‑paced environments
• Self‑driven, with a proactive approach to problem‑solving and a strong sense of accountability
• Ability to convey complex technical concepts in a clear and accessible manner to…