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Apex Fintech Solutions · 2 days ago

Senior Product Manager (Wealth)

Austin, TX

Full-time

Hybrid

Senior Level

5+ years exp

Apex Fintech Solutions powers innovation in digital wealth management and is seeking a Senior Product Manager (Wealth) to guide new products and deliver exceptional value to users. This role involves collaborating with stakeholders to develop advisor-facing functionality and owning products throughout the software development life cycle.

Financial Services

H1B Sponsor Likely

Responsibilities

Define a strategy, vision, and roadmap for wealth-focused products that delight advisors and firms

Research and communicate the competitive landscape and wealth management market trends

Generate insights and actionable recommendations aligned to Apex’s business goals

Collaborate with customers and senior business leaders to identify opportunities for advisor-driven business improvement

Own your products throughout the entire Software Development Life Cycle (SDLC)

Define, drive, and measure success criteria for wealth features and tools

Work in Jira to write initiatives, features, epics, and user stories that communicate advisor needs clearly to engineering

Build strong relationships across Apex and with external stakeholders

Qualification

Product managementWealth management experienceRESTful API integrationsAgile deliveryRegulatory knowledgeAnalytical skillsFigma proficiencyJira proficiencyInfluencing skillsSDLC managementConfluence proficiencyInterpersonal skillsCommunication skills

Required

Bachelor's degree in a technical or business field (or equivalent work experience) required

5+ years of experience in product management, preferably with wealth management or fintech products

Experience with advisor workflows, managed accounts, and portfolio servicing

Experience with RESTful API integrations and advisor technology platforms

Experience with Miro, Figma, or other workflow software for product discovery and cross-functional workshops

Experience working in Agile delivery environments

Knowledge of regulatory and compliance requirements relevant to wealth platforms

Strong interpersonal, verbal, and written communication skills

Ability to influence across all levels of the organization and foster alignment

Strong analytical skills with proficiency in BI and related tools (e.g., Excel, SQL)

End-to-end SDLC management experience

Ability to deliver frequent value and prioritize effectively

Understanding of APIs and ability to work with engineering on integration use cases

Proficiency in Figma for collaboration with design teams

Proficiency in Confluence and Jira for product documentation and backlog management

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

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.

Founded in 2012

Dallas, Texas, US

501-1000 employees

https://apexfintechsolutions.com

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)