Product Manager II; Cost & Tax

Who We Are

Apex Fintech Solutions (AFS) powers innovation and the future of digital wealth management by processing millions of transactions daily, simplifying, automating, and facilitating access to financial markets for all. Our robust suite of fintech solutions supports clients such as Stash, Betterment, SoFi, and Webull, with over 20 million customers worldwide.

Collectively, AFS creates an environment in which companies with the biggest ideas in fintech are empowered to change the world. A global organization with offices in Austin, Dallas, Chicago, New York, Portland, Belfast and Manila, we welcome people who thrive in fast‑paced, entrepreneurial environments.

AFS has received a number of prestigious industry awards, including 2021–2018 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.

The Product Manager II (Cost Basis & Tax) will drive the development and success of enterprise SaaS tax products that enable our fintech partners to deliver seamless tax experiences to their customers. The role combines strategic product thinking with hands‑on execution, translating complex tax workflows and regulations into elegant product solutions that align with our vision and goals.

• Partner with product management team members to define and execute the tax product roadmap aligned with business objectives, market needs, regulatory/compliance requirements, and user needs.
• Collaborate with Product Marketing on research, market analysis, roadmap, and marketing communications.
• Drive data‑informed prioritization decisions using ROI analysis and customer insights.
• Develop and track measurable objectives with clear scorecards to measure product success.
• Write clear user stories, epics, and acceptance criteria for cross‑functional teams.
• Collaborate with UX/UI designers to create intuitive workflows for operations teams and client‑facing interfaces.
• Collaborate with engineering to define technical architecture requirements for scalable tax solutions.
• Work cross‑functionally with engineering, operations, marketing, sales, finance and compliance to ensure alignment and seamless delivery.
• Lead client, prospect, and internal user meetings to demonstrate product capabilities and gather strategic feedback.
• Represent Apex in industry discussions and conferences, building credibility in the tax technology space.
• Translate client requirements into actionable SaaS product features.
• Maintain organized Jira backlogs and comprehensive Confluence documentation.
• Ensure timely, high‑quality delivery across all initiatives using Agile methodologies.
• Present progress and strategy to leadership with confidence and clarity.
• Leverage AI tools to enhance productivity and decision‑making in product development workflows.

• Bachelor's degree in a technical field (or equivalent work experience)
• 3+ years of product management experience, preferably in fintech, tax technology or wealth management
• Strong understanding of tax information reporting and wealth platforms
• Proven track record of translating complex technical requirements into successful product deliverables
• Experience building and managing high‑performing products within agile development frameworks
• Experience with Agile frameworks, Jira and Confluence

• Strong analytical thinking with the ability to use data for prioritization and outcome measurement
• Understanding of UX principles, web development and API standards
• AI‑motivated and experienced
• Excellent communication and interpersonal skills, inspiring and leading teams in an agile environment
• Ability to influence cross‑functional teams and drive alignment while making risk‑aware decisions with incomplete information
• Experience presenting to both technical and non‑technical stakeholders
• Proactive problem‑solver with strong attention to detail
• Comfortable with ambiguity and skilled at leading teams through complex challenges
• Passionate about delivering incremental value and following best practices

• Hybrid office…