We Insure · 13 hours ago
Senior Product Manager (Enterprise Experience)
Austin, TX
Full-time
Hybrid
Senior Level
5+ years expApex Fintech Solutions (AFS) powers innovation in digital wealth management and is seeking a Senior Product Manager (Enterprise Experience) to join their Experience team. The role involves collaborating with stakeholders to build products for Fintech Operations teams, delivering functionality that enhances client servicing and portfolio management.
Insurance
Responsibilities
Define and own the strategy, vision, and roadmap for wealth-focused products serving Fintech Operations teams
Research and communicate the competitive landscape and trends in wealth management
Generate insights and actionable recommendations aligned with Apex’s business goals
Partner with customers and senior leaders to identify advisor-driven process improvements and opportunities
Own products end-to-end throughout the Software Development Life Cycle (SDLC)
Establish, track, and communicate success metrics for wealth features and tools
Author initiatives, features, epics, and user stories in Jira, translating advisor needs into clear requirements for engineering
Build strong, trusted relationships across Apex and with external stakeholders
Qualification
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 in building financial technology products, optimizing workflows, and operations alerting
Experience with RESTful API integrations and 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
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