Product Manager II

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. Were digitizing and democratizing systems so that everyone has an opportunity to invest.

When youre at Apex you drive this change. Youre 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 1000 employees.

Together were 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.

Were proud to be recognized for the innovative work we do the purpose-driven nature of our work and the collaborative culture weve created. Here are just a few of the many awards weve recently received:

Best Places to Work

- Presented by BuiltIn

WealthTech of the Year

2025- Presented by US FinTech Awards

The Worlds Top 250 Fintech Companies

2024- Presented by CNBC

ABOUT THIS ROLE

Apex is seeking a Product Manager II to own the entire Investor Communications and documents product within the Ascend Platform. You will be responsible end to end from requirements gathering through defining and achieving your products success metrics for all investor-facing regulated and transactional communications including statements trade confirmations tax documents and proxy/shareholder materials. You will manage the product backlog independently with guidance strategic steer and escalation support from the Senior Product Manager and work closely with other Product Managers across the Ascend Platform on related initiatives. You will write clear requirements coordinate with Engineering and work with document generation and delivery vendors to ship accurate timely audit-ready communications for our B2B2C clients and their end investors. AI tools (e.g. Claude) are a core part of how youll work: gathering and synthesizing requirements prototyping concepts and standing up MVP products and operational tooling to move faster from problem to working software. Youll partner with Compliance Operations and adjacent product teams to resolve dependencies and bring customer insight back into the roadmap.

**End-to-end product ownership

• Own the entire Investor Communications and documents product end to end: gather and write requirements prioritize and manage the backlog ship features and define and drive the success metrics that prove it worked.
• Write PRDs and user stories with clear acceptance criteria for medium-to-large features; communicate status to the team and stakeholders independently.
• Work closely with other Product Managers across the Ascend Platform to align on shared standards dependencies and timing.

**AI-assisted requirements prototyping and MVP delivery

• Use AI tools (e.g. Claude) to gather and synthesize requirements from stakeholders transcripts tickets and documentation.
• Prototype product concepts and workflows with AI-assisted tools to validate ideas with stakeholders before committing engineering time.
• Build and deploy lightweight MVP products and operational tooling (e.g. internal dashboards automation agents) using AI-assisted development partnering with Engineering on anything that needs to scale to production.
• Identify and pursue opportunities to apply AI to reduce manual operational work within your workstream (e.g. QA reporting reconciliation).

Success metrics and continuous improvement

• Define the success metrics for the Investor Communications product (e.g. delivery success rate e-delivery adoption time-to-generate defect rate bounce rate) and own driving performance against them post-launch success metrics are your accountability not just a reporting exercise.
• Run root-cause analysis for incidents and drive fixes through to resolution.
• Own client migration execution from legacy systems to Ascend.

Cross-functional collaboration

• Work closely with other Product Managers across the Ascend Platform to prioritize and resolve inbound/outbound dependencies.
• Share customer and market insight back to the wider product team; may mentor more junior team members.
• Represent the Investor Communications product in client- and stakeholder-facing conversations

• Bachelors degree in Business Computer Science Engineering or related field.
• 5 years of product management experience with 2 years working on investor/regulated communications document generation platforms or high-scale messaging/notification systems in fintech brokerage/custody or wealth management.
• Track record shipping features on API-first event-driven or microservices-based products.
• Hands-on experience using AI tools (e.g. Claude) to gather requirements prototype concepts and build and deploy MVP products or operational tooling this is a core required skill for the role.
• Proficiency writing SQL to query and analyze product and delivery data required

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 a market-leading salary with an annual bonus 28 days of annual leave plus 10 Northern Ireland national holidays a training and development budget and a pension matched up to 7%. Our benefits also cover private health insurance for medical dental and optical care and life insurance. We emphasize work-life balance with flexible working hours parental leave a modern city center office and a hybrid work schedule that allows for greater flexibility by partially working from home. Additional perks include monthly catered lunches unlimited drinks and snacks hackathon events poker tournaments and a charitable matching gift program.

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.