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Senior Product Manager (Client Reference)

Senior Product Manager (Client Reference)

Apex Fintech SolutionsFabens, TX, US
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Senior Product Manager (Client Configuration)

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

Apex Fintech Solutions is seeking a Senior Product Manager (Client Configuration) to focus on Client Setup and Configuration for Apex, including new systems and services. You'll have the exceptional opportunity to learn from experts in the industry, from our department heads to some of the founders of our company.

Duties / Responsibilities

  • Defining and executing the strategy, vision and roadmap for our client configuration tool, a centralized service for managing client-specific configuration data within our cloud based investment infrastructure platform.
  • Work with cross-functional teams to develop and document detailed product requirements and lead products from design to launch.
  • Work with customers and senior business leaders to identify and solve for product gaps.
  • Use business metrics to drive strategy and innovation.
  • Authoring Annual Operating Plans, Product Charters, PR-FAQs, Narratives and other product related artifacts.
  • Research and communicate market trends.
  • Conduct competitive analysis to understand our place in the market.
  • Provide insights and actionable recommendations for business stakeholders based on deep analysis and alignment with business goals.
  • Be accountable for the functional and financial success of your products.

    • Education and / or Experience

  • Bachelor's degree, preferably in a technical field such as Computer Science or engineering (or equivalent work experience) required; advanced degree preferred
  • 5+ years of Product Management experience, with a strong preference for backgrounds in securities, structured data, and back office systems.
  • Solid track record managing the full lifecycle of product development, preferably within a SaaS or cloud-based environment.
  • Experience researching, defining and documenting market and product requirements.
  • Experience in financial markets or a strong interest in learning the securities industry preferred

    • Required Skills / Abilities

  • Technical fluency with the ability to effectively communicate with engineering teams, understand modern technology concepts, and make informed product design decisions alongside technical staff.
  • Exceptional interpersonal, verbal, and written communication is a must. Strong analytical capabilities and comfort with BI tools, Excel, SQL, and potentially more advanced data analysis tools like Python or R.
  • A deep understanding of Agile methodologies and a strong preference for incremental and iterative product delivery.
  • Strong decision-making skills with the ability to challenge norms and influence stakeholders without direct authority.

    • Work Environment

  • This job operates in a hybrid, office environment 3 days per week.
  • Position requires 15% + time for travel. (We're a distributed company.)

    • 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.

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    Senior Client Manager • Fabens, TX, US