Director, Product Management; Accounts

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:

2026, 2025, 2024, 2023 - Presented by Built In

2025 - Presented by US Fin Tech Awards

2024 - Presented by CNBC

The Director, Product Management for the Accounts and Investigations group will lead a high-performing product team and own the strategy, roadmap, and execution for these core capabilities. This role requires a visionary leader who is adept at multi-tasking, managing product portfolios, and leading cross-functional teams to drive product innovation and market success. The Director will be responsible for the end-to-end management of the product lifecycle, from conception through release and continuous improvement.

You will shape the Ascend Accounts Reference product to power digital account opening and ongoing account management—streamlining onboarding, reducing friction and NIGO, and ensuring accurate, auditable account data through seamless integrations. You will also lead our Investigations service to help Apex and clients meet CIP/CDD obligations via identity verification, sanctions/PEP/adverse media screening, and risk assessment that improve match quality, cut false positives, and speed case resolution.

We are needing someone to be based in either Austin or Chicago.

• Strategic Planning and Vision:
  Develop and refine the product management strategy and vision, ensuring alignment with the broader business strategy. Create and maintain a product roadmap that communicates the vision and priorities to all key stakeholders.

• Team Leadership and Development:
  Manage and grow a team of product managers and related personnel, fostering a culture of innovation and high performance. Provide mentoring, coaching, performance reviews, and professional development for team members.

• Product Lifecycle Management:
  Oversee the planning, development, launch, and enhancement of products. Ensure that product managers are effectively managing the lifecycle of each product, addressing market demands, technology trends, and regulatory environments.

• Market Analysis:
  Analyze market trends, customer needs, and competitive offerings to identify opportunities for new products or improvements to existing products. Guide product managers in conducting customer and market research to validate and refine product concepts.

• Stakeholder
  
  Collaboration:
  
  Work closely with marketing, sales, engineering, and customer success teams to ensure that product strategies are well understood and supported across the organization. Serve as a product evangelist to build awareness and understanding.

• Financial and Resource Management:
  Develop and manage budgets related to product development. Ensure optimal allocation of resources to prioritize product opportunities that will deliver maximum value…