We Insure · 1 month ago
Senior Product Manager (Margin)
Austin, TX
Full-time
Hybrid
Senior Level
$134K/yr - $168K/yr
5+ years expApex Fintech Solutions is a leader in digital wealth management, recognized for its innovative approach in the financial services industry. The Senior Product Manager (Margin) will guide the development of margin-focused products, ensuring they meet client needs while navigating the complexities of margin regulations. This role offers the opportunity to significantly impact client profitability and operational efficiency through strategic product management.
Insurance
Responsibilities
Define and execute the strategy, vision, and roadmap for client-facing margin products, emphasizing tools for monitoring, analyzing, and managing high-volume, mission-critical business across millions of accounts
Build expertise in your product domain by immersing yourself in market trends, regulatory shifts, and emerging technologies, staying informed to maintain a competitive edge
Actively participate in setting and refining team objectives and key results (OKRs) in collaboration with subject matter experts (SMEs), key stakeholders, and senior leaders to align the product vision with overarching business goals
Author and maintain key product documentation such as Annual Operating Plans, Product Charters, PR-FAQs, Narratives, and coordinate with teams to establish production schedules, manage dependencies
Lead the elicitation and prioritization of requirements to drive strategic initiatives that deliver tangible value and business outcomes within the margin product domain
Partner closely with engineering teams to ensure seamless execution of projects by managing backlogs, tracking progress, and efficiently addressing evolving needs
Independently gather and analyze data from a variety of sources to produce actionable insights that drive decision-making processes. Utilize both qualitative and quantitative analysis techniques to influence product area strategies
Take full end-to-end ownership of the product lifecycle, defining success metrics, evaluating performance, and consistently delivering high-quality outcomes. Develop and manage the feature team backlog while ensuring alignment with strategic objectives, navigating ambiguities and resolving internal and external team dependencies
Maintain a strong understanding of technical services, API design, database technologies, and operating concepts in fintech industry to ensure robust and scalable product solutions
Constantly seek and integrate cutting-edge technologies and innovative solutions to enhance Apex's market position and customer offerings
Qualification
Required
Bachelor's degree in Computer Science, Engineering, or related technical field (or equivalent work experience) required; master's degree in business administration is a plus
5+ years in a Product Management or closely related role, preferably within the fintech sector, cloud-based systems, and SaaS platforms, with a focus on customer relationship management and data systems
Exceptional verbal and written communication abilities, capable of articulating complex product features, PR-FAQ and strategies with excellent ability to manage discussions and collaborations in multi team settings
Strong skills in using BI tools and data analysis software such as Excel and SQL to derive insights and drive decisions
Ability to lead by example, influence outcomes across various organizational levels, and foster a sense of urgency and alignment
Strong critical thinking and decision-making capabilities, with experience in influencing cross-functional teams without formal authority
Demonstrated track record managing the full lifecycle of product development, preferably within a SaaS or cloud-based environment, with a deep understanding of Agile methodologies for iterative product delivery
Technical fluency with the ability to effectively communicate with engineering teams, understand modern technology concepts, and effectively collaborate alongside technical staff
Preferred
Extensive experience in the fintech industry, particularly in areas like wealth management, custody services, or payments
Experience with relational data stores modeling, particularly in business-focused SAAS based systems
Familiarity with security and regulatory protocols related to sensitive financial data and investor documents
Direct experience or a demonstrable strong interest in customer balances, and regulatory frameworks, specifically FINRA's Margin Regulation as stipulated by 15c3-3
Understanding of RESTful API design best practices
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
Hybrid work schedule
Company
We Insure
We Insure is passionate at being the very best independent agency solution.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Michael Weinberg
Managing Partner
Company data provided by crunchbase