Director, Product Management (Accounts)

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

The Director Product Management for the Accounts and Investigations group will lead a high-performing product team and own the strategy roadmap and execution for these core capabilities. This role requires a visionary leader who is adept at multi-tasking managing product portfolios and leading cross-functional teams to drive product innovation and market success. The Director will be responsible for the end-to-end management of the product lifecycle from conception through release and continuous improvement.

You will shape the Ascend Accounts Reference product to power digital account opening and ongoing account managementstreamlining onboarding reducing friction and NIGO and ensuring accurate auditable account data through seamless integrations. You will also lead our Investigations service to help Apex and clients meet CIP/CDD obligations via identity verification sanctions/PEP/adverse media screening and risk assessment that improve match quality cut false positives and speed case resolution.

We are needing someone to be based in either Austin or Chicago.

Duties/Responsibilities

• Strategic Planning and Vision: Develop and refine the product management strategy and vision ensuring alignment with the broader business strategy. Create and maintain a product roadmap that communicates the vision and priorities to all key stakeholders.

• Team Leadership and Development: Manage and grow a team of product managers and related personnel fostering a culture of innovation and high performance. Provide mentoring coaching performance reviews and professional development for team members.

• Product Lifecycle Management: Oversee the planning development launch and enhancement of products. Ensure that product managers are effectively managing the lifecycle of each product addressing market demands technology trends and regulatory environments.

• Market Analysis: Analyze market trends customer needs and competitive offerings to identify opportunities for new products or improvements to existing products. Guide product managers in conducting customer and market research to validate and refine product concepts.

• Stakeholder Collaboration: Work closely with marketing sales engineering and customer success teams to ensure that product strategies are well understood and supported across the organization. Serve as a product evangelist to build awareness and understanding.

• Financial and Resource Management: Develop and manage budgets related to product development. Ensure optimal allocation of resources to prioritize product opportunities that will deliver maximum value to the company.

• Performance Metrics: Define and analyze product performance metrics and adjust strategies as needed to deliver on business goals.

Education and/or Experience

• Bachelors degree in Business Administration Marketing Engineering or a related field.

• 10 years in product management.

• 5 years of leadership experience overseeing a product management team in a high tech or related industry

Preferred Qualifications

• Masters degree in Business Administration or a related discipline.

• Proven experience in managing product portfolios in technology markets.

• Demonstrated ability to develop and implement strategic plans and solutions.

• Excellent understanding of product management techniques tools and principles.

• Strong technical acumen with experience in software development especially in Agile methodologies.

Required Skills/Abilities

• Leadership: Ability to inspire motivate and lead a team towards achieving strategic objectives.

• Communication: Excellent oral and written communication skills with the ability to articulate complex product strategies to cross-functional teams and executive stakeholders.

• Analytical Thinking: Strong analytical and problem-solving abilities with a proven track record of turning insights into actionable growth strategies.

• Creativity and Innovation: Ability to foster an environment of creativity and innovation encouraging team members to explore new ideas and solutions.

• Project Management: Robust project management skills with experience managing timelines budgets and project risks.

Work Environment

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

• Requires occasional travel (15%) to collaborate with distributed teams and stakeholders.

#product management #full-time #mid-senior #LI-SG1 #APEX

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.

Salary Range

The annual base salary range for this position is noted above. Exact compensation offered may vary depending on job-related knowledge skills experience and office location.

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.