Senior Product Manager; Enterprise

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 Built In
• Wealth Tech of the Year — 2025, Presented by US Fin Tech Awards
• The World s Top 250 Fintech Companies — 2024, Presented by CNBC

The Senior Product Manager (Enterprise Experience) will join the Experience team, focused on building products for Fintech Operations teams. You will collaborate with internal stakeholders and external customers to deliver functionality that powers client servicing, managed accounts, and portfolio management.

We are needing someone to be based in Austin, TX
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• Define and own the strategy, vision, and roadmap for wealth-focused products serving Fintech Operations teams.

• Research and communicate the competitive landscape and trends in wealth management.

• Generate insights and actionable recommendations aligned with Apex’s business goals.

• Partner with customers and senior leaders to identify advisor-driven process improvements and opportunities.

• Own products end-to-end throughout the Software Development Life Cycle (SDLC).

• Establish, track, and communicate success metrics for wealth features and tools.

• Author initiatives, features, epics, and user stories in Jira, translating advisor needs into clear requirements for engineering.

• Build strong, trusted relationships across Apex and with external stakeholders.

• Bachelor s degree in a technical or business field (or equivalent work experience) required.

• 5+ years of experience in product management, preferably with wealth management or fintech products.

• Experience in building financial technology products, optimizing workflows, and operations alerting.

• Experience with RESTful API integrations and technology platforms.

• Experience with Miro, Figma, or other workflow software for product discovery and cross-functional workshops.

• Experience working in Agile delivery environments.

• Knowledge of regulatory and compliance requirements relevant to wealth platforms.

• Strong interpersonal, verbal, and written communication skills.

• Ability to influence across all levels of the organization and foster alignment.

• Strong analytical skills with proficiency in BI and related tools (e.g., Excel, SQL).

• End-to-end SDLC management experience.

• Ability to deliver frequent value and prioritize effectively.

• Understanding of APIs and ability to work with engineering on integration use cases.

• Proficiency in Figma for collaboration with design teams.

• Proficiency in Confluence and Jira for product documentation and backlog management.

• This job operates in a hybrid, office environment 3 days per week.

• Ability to travel up to 20%.

Our rewards and notice: product management roles often include further details in the job description.

We offer a robust package of employee…