Senior Product Manager

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

ABOUT THIS ROLE

The Senior Product Manager for Account Transfers (ACATS) will play a key role in driving the evolution of Apex's critical client asset transfer platform. This role contributes to the seamless, efficient, and compliant movement of client assets between financial institutions, serving as a foundational service for modern investing platforms. At Apex, we are heavily investing in cutting-edge tooling, including AI-driven solutions, to empower our product teams and deliver innovation to our clients. Additionally, we are actively exploring opportunities to transform our ACATS platform into a scalable SaaS offering, creating exciting opportunities for growth and impact within this specialized domain.  

Reporting to the Senior Director of Product Management (Core Clearing) and collaborating closely with a deeply experienced Staff Product Manager, you will serve as a major contributor to the development and execution of the ACATS roadmap. This is a highly cross-functional role requiring collaboration with engineering, compliance, operations, sales, and relationship management teams, as well as external clients. As part of a forward-looking team, you will have the opportunity to help shape Apex’s evolving vision for ACATS while gaining exposure to innovative technologies and strategies that aim to transform regulatory requirements into competitive advantages. 

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Duties/Responsibilities

• Contribute to the execution of the vision, strategy, and roadmap for the ACATS platform, ensuring alignment with business objectives and the evolving needs of clients and regulatory requirements.  

• Collaborate closely with the Staff Product Manager to manage the end-to-end product lifecycle, including backlog prioritization, requirements definition, development, testing, and launch activities.  

• Build expertise in the ACATS domain by staying informed on market trends, regulatory updates (e.g., DTCC/NSCC protocols), and emerging technologies, incorporating insights into product planning.  

• Partner with cross-functional teams—including engineering, compliance, operations, and client relationship teams—to identify key opportunities for improvement, resolve dependencies, and deliver seamless and reliable asset transfer solutions.  

• Gather and analyze feedback from internal and external stakeholders to refine product requirements, define user stories, and prioritize initiatives that maximize value for clients.  

• Support the integration of AI-driven tools and innovative solutions to optimize product management workflows, drive platform enhancements, and set the stage for future SaaS product development.  

• Act as a key collaborator in defining and tracking objectives and key results (OKRs), ensuring product initiatives align with Apex's broader goals for growth, scalability, and operational excellence.  

Education and/or Experience

• Bachelor's degree in Computer Science, Engineering, or related technical field (or equivalent work experience) required. Master’s degree in business administration is a plus. 

• 5+ years in a Product Management or closely related role, preferably within the fintech sector, cloud-based systems, and SaaS platforms, with a focus on customer relationship management and data systems. 

• Strong understanding of financial transfer systems; prior experience with ACATS processing and DTCC/NSCC protocols is highly desirable.  

• Experience working in Agile development environments, with a proven track record of managing the end-to-end product lifecycle, preferably within a SaaS or cloud-based platform.  

• Demonstrated ability to collaborate with cross-functional teams, gather client feedback, and translate technical and business requirements into actionable product strategies. 

Required Skills/Abilities

• Exceptional verbal and written communication skills, with the ability to effectively collaborate across technical and non-technical teams and articulate complex ideas to diverse stakeholders.  

• Strong analytical and problem-solving skills, with experience using tools such as SQL, Excel, or BI platforms to derive insights that inform product decisions.  

• Solid understanding of modern software development practices, APIs, and Agile methodologies, including an interest in leveraging AI and emerging technologies to enhance product experiences.  

• Proven ability to prioritize and manage multiple initiatives in a fast-paced environment, demonstrating organizational excellence and attention to detail.  

• Strategic mindset with the capability to balance day-to-day execution with long-term product vision, navigating ambiguity while delivering impactful, client-focused solutions. 

Work Environment

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

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​Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Our Rewards

We offer a robust package of employee perks and benefits, including healthcare benefits (medical, dental and vision, EAP), competitive PTO, 401k match, parental leave, and HSA contribution match. We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits. At AFS, we offer a hybrid work schedule for most roles that allows employees to have the flexibility of working from home and one of our primary offices.

EEO Statement

Apex Fintech Solutions is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.

Disability Statement

Apex Fintech Solutions is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please submit your request via the Candidate Accommodation Requests Form. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.