Apex Fintech Solutions · 8 hours ago
Senior Product Manager (Ascend Investor)
Austin, TX
Full-time
Hybrid
Senior Level
5+ years expApex Fintech Solutions is a leader in digital wealth management, processing millions of transactions daily. They are seeking a Senior Product Manager to drive product development and client management for their innovative embedded wealth technology solution, ensuring alignment with long-term product strategies and enhancing client onboarding experiences.
Financial Services
Responsibilities
Partner closely with clients throughout their onboarding process, tailoring product features and integrations to meet their specific business needs and ensuring they are fully operational and supported
Collaborate with stakeholders to align product strategies, roadmaps and product features to meet evolving client requirements
Research and communicate the competitive landscape and investor trends in the wealth industry
Translate investor needs into actionable requirements, writing clear initiatives, features, epics, and user stories in Jira
Collaborate with design using Figma to create intuitive investor workflows and high-value digital journeys
Partner with engineering to review API specifications and documentation, ensuring seamless integration of features
Create feedback loops to gather insights from clients, adjust strategies, and iterate product features for an optimal onboarding experience
Maintain an organized product backlog, continually refining and prioritizing to ensure impactful feature releases and consistent product evolution
Qualification
Required
Bachelor's degree in a technical field (or equivalent work experience) required
5+ years of experience, particularly in technical product management with direct experience writing requirements, understanding technical requirements & driving feature development with engineering and designers
Experience in a client-facing role
Familiarity with FinTech and/or B2B SaaS products
Experience collaborating with those in different functional areas like Product, Engineering, UI/UX, Sales, Customer Support and/or Operations
Experience in designing and launching investor-facing digital platforms
Experience working in Agile environments with frequent value delivery
Experience with Miro, Figma, or other workflow software for product discovery and cross-functional workshops
Strong knowledge of self-directed brokerage, managed accounts, and robo-advisory models
Proven ability to understand and interpret client needs, translating them into impactful product and onboarding solutions
Familiar with the architecture and technical decisions of a SaaS financial platform, capable of evaluating decisions against client objectives
Strong skills in Agile project management, with the ability to focus and prioritize effectively in fast-paced environments
Self-driven, with a proactive approach to problem-solving and a strong sense of accountability
Ability to convey complex technical concepts in a clear and accessible manner to clients and team members at all levels
Ability to understand APIs, review API documentation, and partner with engineers to design investor-facing integrations
Proficiency in Atlassian products and Figma
Benefits
Healthcare benefits (medical, dental and vision, EAP)
Competitive PTO
401k match
Parental leave
HSA contribution match
Paid subscription to the Calm app
Generous external learning and tuition reimbursement benefits
Company
Apex Fintech Solutions
Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors.
501-1000 employees
H1B Sponsorship
Apex Fintech Solutions has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (17)
2024 (14)
2023 (25)
2022 (13)
Funding
Current Stage
Late StageLeadership Team
Andrew Lientz (he/him)
Chief Technology Officer
Frank Tiemann
CTO
Recent News
Dallas Innovates
2024-04-14
Company data provided by crunchbase