Product Management II (Trading)

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

As a Product Manager II on Apexs Trading team you will manage the lifecycle of a major trading capabilityspanning multi-asset order management portfolio trading and rebalancing and trade executionbalancing client needs market-structure and regulatory constraints and business goals. You will define success metrics such as adoption execution quality and reliability; coordinate go-to-market plans; ensure operational readiness across the trade desk operations and compliance; and partner with senior product leaders on longer-term strategy and complex trade-offs.

Key Responsibilities:

• Own a Trading product or major capability (e.g. multi-asset order management portfolio rebalancing and model management or execution and routing services) with support from a Senior PM or above; define a near- to mid-term roadmap and release plan.
• Lead discovery by synthesizing feedback from fintech broker-dealer and advisory clients order flow and usage data and market-structure and competitive signals into clear problem statements and hypotheses.
• Translate strategy into PRDs/epics across the order lifecycleorder entry and validation routing execution allocations and trade booking; manage the product-level backlog across one or more teams; clarify scope and sequencing.
• Coordinate delivery across design engineering data and QAas well as trade desk operations clearing and compliance partners; manage dependencies (e.g. execution venues market data ledger and booking systems) and alignment to OKRs.
• Define success metrics and instrumentation for trading systems; build dashboards; monitor adoption order and fill quality latency and reliability; drive iterative improvements.
• Plan launches and go-to-market with marketing sales and relationship management; ensure client-facing API documentation support training and operational readiness.
• Prepare value cases and impact estimates for trading initiatives (e.g. new asset classes order types or extended trading hours); track outcomes against targets and course-correct as needed.
• Ensure regulatory and best execution obligations are reflected in product decisions; partner with compliance on requirements such as best execution reviews CAT reporting and trade surveillance.
• Identify risks dependencies and operational gaps earlyincluding capacity for market volume spikes and incident readiness during market hours; drive mitigations and escalate appropriately.

Knowledge Skills and Abilities:

• Strategic thinking at product-area level: synthesizes client market-structure and order flow data into problem statements and priorities across orders portfolios and executions.
• Product-level backlog management: translates strategy into PRDs/epics; sequences work across one or more trading teams and their operations and compliance partners.
• KPI ownership: defines product KPIs for trading systems (adoption fill and execution quality latency reliability straight-through processing); builds dashboards; drives improvements.
• Technical depth: conversant in architecture APIs FIX connectivity event-driven systems and data models and the trade-offs impacting the scale latency and resilience of trading platforms.
• Cross-functional leadership: coordinates design engineering data QA and GTM alongside trade desk operations and compliance; manages dependencies and change.
• Regulatory awareness: understands how obligations such as best execution and regulatory reporting shape trading product requirements; partners effectively with compliance and legal.
• Risk management: proactively identifies risks and operational gaps including those unique to market-hours systems; drives mitigations and escalations.

Preferred Qualifications:

• Pragmatic/AIPMM CPM PMI-ACP or CSPO/PSPO.
• Hands-on experience with cloud platforms (SaaS/PaaS/IaaS) and integrating APIs/data sources; familiarity with the FIX protocol and event-driven architectures.
• Strong measurement discipline: defines product KPIs instruments usage validates assumptions and pivots based on performance.
• 4-6 year of experience as a Product Manager ideally with some industry experience in FinTech brokerage and/or Wealth Management with familiarity with the regulatory and competitive landscape (e.g. SEC/FINRA rules affecting order handling best execution and reporting).
• Direct experience with multi-asset trading (equities fractional shares options mutual funds fixed income) portfolio rebalancing model management direct indexing or order routing and execution systems.
• FINRA licenses or securities industry coursework (e.g. SIE Series 7) a plus.

#product management #associate #full-time #LI-SD1 #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.

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.