Director, Product Management (Accounts)

WHO WE ARE

Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech software enables us to support clients such as Stash, Betterment, SoFi, Webull, and eToro, amongst many others; collectively, Apex powers access to the stock market for over 22+ million end customers. At Apex, we are changing how the securities industry operates by reinventing the status quo, which was manual, slow, and accessible only by the ultra-wealthy. We're digitizing and democratizing systems so that everyone has an opportunity to invest. When you're at Apex, you drive this change. You're part of a global team with a clear vision: to be the trusted technology that powers the digital economy. Our offices in Austin, Dallas, Chicago, New York, Portland, Belfast, and Manila are home to over 1,000 employees. Together, we’re shaping the future of financial innovation. Embrace change. Solve big. Win together. And be G.R.E.A.T. — grit, results, empathy, accountability, and teamwork — with Apex. We’re proud to be recognized for the innovative work we do, the purpose-driven nature of our work, and the collaborative culture we’ve created. Here are just a few of the many awards we’ve recently received: Best Places to Work 2026, 2025, 2024, 2023 - Presented by BuiltIn WealthTech of the Year 2025 - Presented by US FinTech Awards The World’s Top 250 Fintech Companies 2024 - Presented by CNBC

ABOUT THIS ROLE

The Director, Product Management for the Accounts and Investigations group will lead a high-performing product team and own the strategy, roadmap, and execution for these core capabilities. This role requires a visionary leader who is adept at multi-tasking, managing product portfolios, and leading cross-functional teams to drive product innovation and market success. The Director will be responsible for the end-to-end management of the product lifecycle, from conception through release and continuous improvement. You will shape the Ascend Accounts Reference product to power digital account opening and ongoing account management—streamlining onboarding, reducing friction and NIGO, and ensuring accurate, auditable account data through seamless integrations. You will also lead our Investigations service to help Apex and clients meet CIP/CDD obligations via identity verification, sanctions/PEP/adverse media screening, and risk assessment that improve match quality, cut false positives, and speed case resolution. We are needing someone to be based in either Austin or Chicago. Duties/Responsibilities Strategic Planning and Vision: Develop and refine the product management strategy and vision, ensuring alignment with the broader business strategy. Create and maintain a product roadmap that communicates the vision and priorities to all key stakeholders. Team Leadership and Development: Manage and grow a team of product managers and related personnel, fostering a culture of innovation and high performance. Provide mentoring, coaching, performance reviews, and professional development for team members. Product Lifecycle Management: Oversee the planning, development, launch, and enhancement of products. Ensure that product managers are effectively managing the lifecycle of each product, addressing market demands, technology trends, and regulatory environments. Market Analysis: Analyze market trends, customer needs, and competitive offerings to identify opportunities for new products or improvements to existing products. Guide product managers in conducting customer and market research to validate and refine product concepts. Stakeholder Collaboration: Work closely with marketing, sales, engineering, and customer success teams to ensure that product strategies are well understood and supported across the organization. Serve as a product evangelist to build awareness and understanding. Financial and Resource Management: Develop and manage budgets related to product development. Ensure optimal allocation of resources to prioritize product opportunities that will deliver maximum value to the company. Performance Metrics: Define and analyze product performance metrics, and adjust strategies as needed to deliver on business goals. Education and/or Experience Bachelor’s degree in Business Administration, Marketing, Engineering, or a related field. 10 years in product management. 5 years of leadership experience overseeing a product management team in a high tech or related industry. Preferred Qualifications Master’s degree in Business Administration or a related discipline. Proven experience in managing product portfolios in technology markets. Demonstrated ability to develop and implement strategic plans and solutions. Excellent understanding of product management techniques, tools, and principles. Strong technical acumen with experience in software development, especially in Agile methodologies. Required Skills/Abilities Leadership: Ability to inspire, motivate, and lead a team towards achieving strategic objectives. Communication: Excellent oral and written communication skills, with the ability to articulate complex product strategies to cross-functional teams and executive stakeholders. Analytical Thinking: Strong analytical and problem-solving abilities, with a proven track record of turning insights into actionable growth strategies. Creativity and Innovation: Ability to foster an environment of creativity and innovation, encouraging team members to explore new ideas and solutions. Project Management: Robust project management skills, with experience managing timelines, budgets, and project risks. Work Environment This job operates in a hybrid, office environment 3 days per week. Requires occasional travel (15%+) to collaborate with distributed teams and stakeholders. #product management #full-time #mid-senior #LI-SG1 #APEX Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Our Rewards 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. Salary Range $184,000-$230,000 The annual base salary range for this position is noted above. Exact compensation offered may vary depending on job-related knowledge, skills, experience, and office location. EEO Statement Apex Fintech Solutions is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics. Disability Statement Apex Fintech Solutions is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please submit your request via the Candidate Accommodation Requests Form. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process. #J-18808-Ljbffr Apex Fintech Solutions LLC