Senior Product Manager; Margin

Senior Product Manager (Margin)

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.

Senior Product Manager (Margin) who will focus on features, components, and systems that make up Apex’s Margin domain.

• Define and execute the strategy, vision, and roadmap for client‑facing margin products, emphasizing tools for monitoring, analyzing, and managing high‑volume, mission‑critical business across millions of accounts.
• Build expertise in the product domain by immersing yourself in market trends, regulatory shifts, and emerging technologies.
• Actively participate in setting and refining team objectives and key results (OKRs) with SMEs, stakeholders, and senior leaders.
• Author and maintain key product documentation such as Annual Operating Plans, Product Charters, PR‑FAQs, Narratives, and coordinate production schedules, manage dependencies.
• Lead the elicitation and prioritization of requirements to drive strategic initiatives that deliver tangible value and business outcomes.
• Partner closely with engineering teams to ensure seamless project execution by managing backlogs, tracking progress, and efficiently addressing evolving needs.
• Independently gather and analyze data from a variety of sources to produce actionable insights that drive decision‑making.
• Take full end‑to‑end ownership of the product lifecycle, defining success metrics, evaluating performance, and consistently delivering high‑quality outcomes.
• Maintain a strong understanding of technical services, API design, database technologies, and operating concepts in fintech to ensure robust and scalable product solutions.
• Constantly seek and integrate cutting‑edge technologies and innovative solutions to enhance AFS's market position and customer offerings.

• 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.

• Exceptional verbal and written communication abilities, capable of articulating complex product features and strategies with excellent collaboration skills.
• Strong analytical capability using BI tools and data analysis software such as Excel and SQL to derive insights and drive decisions.
• Leadership and influence: ability to lead by example, influence outcomes across various organizational levels, and foster a sense of urgency and alignment.
• Strong critical thinking and decision‑making capabilities, with experience influencing cross‑functional teams without formal authority.
• Demonstrated track record managing the full lifecycle of product development, preferably within a SaaS or cloud‑based environment, with deep understanding of Agile methodologies.
• Technical fluency to communicate with engineering teams, understand modern technology concepts, and collaborate effectively alongside technical staff.

• Extensive fintech industry experience, especially in wealth management, custody services, or payments.
• Experience with relational data stores modeling, particularly in business‑focused SAAS‑based systems.
• Familiarity with security and regulatory protocols related to sensitive…