Product Manager ; Data)

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

As a Product Manager I in the Data Products group at Apex, you will own Insight, our client-facing platform where clients build their own reports and dashboards. You will drive end-to-end delivery of the self-service reporting and visualization experience—from discovery through launch and iteration—turning how clients explore and act on their data into a product advantage. You will translate client and usage insights into clear requirements, prioritize the Insight feature backlog, partner with design and engineering, and measure outcomes such as report creation, dashboard adoption, and client satisfaction, under the guidance of senior product leaders.

• Own feature-level delivery within Insight
  —report builders, dashboard creation, visualizations, filters, scheduling, sharing, and export—driving discovery, writing clear PRDs/user stories, and defining acceptance criteria and success metrics.
• Maintain and prioritize the Insight feature backlog; align work to the Data Products roadmap and OKRs; plan sprints and clarify scope for the team.
• Partner with design and engineering to explore solution options for self-service analytics (data visualization UX, query performance, the underlying datasets and semantic layer that power client reports), estimate work, sequence milestones, and remove day-to-day blockers.
• Run lightweight research and experiments with clients (interviews, prototypes, usability tests on report- and dashboard-building workflows) to validate assumptions and refine requirements.
• Instrument Insight features and build usage dashboards; monitor adoption of reports and dashboards, data quality and accuracy, query/load performance, and client satisfaction; iterate based on data and user feedback.
• Coordinate releases and go-to-market support (release notes, client enablement, rollout plans) with guidance from senior product leaders, partnering with client success and support teams who work directly with clients in the platform.
• Ensure quality and operational readiness: define acceptance criteria, support QA/UAT, and maintain client-facing user guides, in-product help, and runbooks—paying close attention to data correctness and trust, since…