Senior Product Manager (Margin)

Apex Fintech Solutions

Apex Fintech Solutions

Dallas, TX, USA
Posted on Monday, August 7, 2023


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. We are based in Dallas, TX and also have offices in Austin, New York, Chicago, Portland, and Belfast. 

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


Apex’s Product Managers combine financial industry research and knowledge with our technical expertise to develop leading product strategies. An example of this would be performing market analysis to identify a product gap, then working with SMEs and engineering to deliver a seamless solution to our customers. If your personality thrives off of the energy of an enthusiastic collaborative team and you love to learn and problem solve, we want to hear from you

The Senior Product Manager (Margin) will report to the Group Product Manager of Core Clearing and will have extensive cross-functional interaction. This Product Management role will focus on all of the features, components, and systems that make up Apex’s Margin and Risk domain. We’re looking for someone that can not only ensure a high degree of accuracy and uptime within this critical domain, but also can set and execute a strategic vision to create a Margin and Risk SaaS platform. 

We’re looking for someone who:

  • Is passionate. You have a genuine passion for technology. You love using technology differently to maximize opportunity and impact for customers and you have a way of bringing out that same fire in the people you work with

  • Is motivated. You’re driven to be the best – whether that’s decreasing system down time or making an innovative change to “how it’s always been done” resulting in a more efficient way of supporting the customer. You challenge yourself by setting goals and exceeding them

  • Is collaborative. You’re excited to work with fellow engineers and big thinkers. You know how to collaborate not only within the department, but also across the organization

  • Wants to make an impact. You’re looking to do amazing work. You value preventing problems from occurring over being caught in the chaos zone putting out fires and looking for the “hero” spotlight

What you’ll do all day:

  • Define the tools and features Apex needs to build. Apex’s edge is its technology products. And as a product owner, you’ll be responsible for defining what products Apex should be building and also determining their outcomes.

  • Become an expert. A great product manager must know their product inside and out. This can require anything from reading pages of financial regulations to attending industry conferences. And of course you are expected to talk often with subject matter experts (SMEs) inside of Apex. Don’t apply if you don’t like learning!

  • Collaborate with your engineering team to drive projects to completion. At Apex, product owners are assigned to a specific engineering team. This fosters good communication and team rhythm. You will work daily with your team to plan projects, groom backlogs, and research emerging requirements.

  • Collaborate with the business and SMEs on technology strategy. You will meet regularly with subject matter experts, key customers, and senior-level decision makers to ensure everyone agrees to the same product vision.  An important part of the job is also to document and communicate that vision to ensure we have a written record of key decisions and outcomes.

  • Make us better. We want to stand out in the crowd. What new cool, innovative and smart technologies should we be exploring?  We want to be different and we want people to look at us as the industry leaders in employing and building cutting edge technologies

A few reasons why you might love us:

  • We’re a leader in the space. Apex is recognized for disrupting the financial services industry, enabling fintech standouts like Stash, Robinhood and Betterment. We’ve got an amazing track record of success and we foster ongoing innovation. So you get all the benefits of a proven, growing company, while enjoying a very entrepreneurial culture

  • We see tech differently. You’ll work with people who are leaders in the tech industry. We are passionate engineers dedicated to finding new and different ways to use technology to solve our customers problems.

  • Your work will have immediate impact. You’ll be able to see your direct impact on our tech department and with our clients. 


  • Defining and executing the strategy, vision and roadmap for new margin and risk products that will delight our customers, which includes moving to a cloud-based SaaS 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.

  • Position requires 15% + time for travel. (We’re a distributed company.)

The skills you’ll need to succeed:   

  • Bachelor’s degree, preferably in a technical field (CS or engineering degree). Master’s degree is a plus.

  • 5+ years of Product Management experience in cloud-based systems and SaaS platforms.

  • Experience/background in financial markets or a strong interest in learning the securities industry. 

  • Experience in or strong interest in learning Margin Regulation as defined by FINRA

  • Excellent interpersonal, verbal, and written communication is a must. 

  • Ability to dig into business or technical problems and find pragmatic solutions.

  • Comfort with BI and analytical tools including Excel and SQL.

  • Experience researching, defining and documenting market and product requirements.

  • Demonstrated full-lifecycle ownership of product development.

  • Understanding of Agile practices and strong preference for incremental delivery.

  • Strong ability to listen, but also to question assumptions.

  • You're a strong multi-tasker, and can influence others without authority.

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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.

AFS is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, natural or protective hairstyle, genetics, disability, age, or any other basis forbidden under federal, state, or local law.