Product Manager I (Data)

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. Were digitizing and democratizing systems so that everyone has an opportunity to invest.

When youre at Apex you drive this change. Youre 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 1000 employees.

Together were 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.

Were proud to be recognized for the innovative work we do the purpose-driven nature of our work and the collaborative culture weve created. Here are just a few of the many awards weve recently received:

Best Places to Work

- Presented by BuiltIn

WealthTech of the Year

2025- Presented by US FinTech Awards

The Worlds Top 250 Fintech Companies

2024- Presented by CNBC

ABOUT THIS ROLE

As a Product Manager I in the Data Products group at Apex you will own Insight our client-facing platform where clients build their own reports and dashboards. You will drive end-to-end delivery of the self-service reporting and visualization experiencefrom discovery through launch and iterationturning how clients explore and act on their data into a product advantage. You will translate client and usage insights into clear requirements prioritize the Insight feature backlog partner with design and engineering and measure outcomes such as report creation dashboard adoption and client satisfaction under the guidance of senior product leaders.

Key Responsibilities
Own feature-level delivery within Insight report builders dashboard creation visualizations filters scheduling sharing and exportdriving discovery writing clear PRDs/user stories and defining acceptance criteria and success metrics.



Maintain and prioritize the Insight feature backlog; align work to the Data Products roadmap and OKRs; plan sprints and clarify scope for the team.
Partner with design and engineering to explore solution options for self-service analytics (data visualization UX query performance the underlying datasets and semantic layer that power client reports) estimate work sequence milestones and remove day-to-day blockers.



Run lightweight research and experiments with clients (interviews prototypes usability tests on report- and dashboard-building workflows) to validate assumptions and refine requirements.
Instrument Insight features and build usage dashboards; monitor adoption of reports and dashboards data quality and accuracy query/load performance and client satisfaction; iterate based on data and user feedback.
Coordinate releases and go-to-market support (release notes client enablement rollout plans) with guidance from senior product leaders partnering with client success and support teams who work directly with clients in the platform.
Ensure quality and operational readiness: define acceptance criteria support QA/UAT and maintain client-facing user guides in-product help and runbookspaying close attention to data correctness and trust since clients make decisions on these reports.
Identify and surface trade-offs risks and dependencies early (including data availability upstream pipelines and performance at client scale); escalate appropriately and drive clear decisions.
Communicate status decisions and changes to internal stakeholders and where relevant clients; document rationale and maintain up-to-date product artifacts.

Education and Experience:

Bachelors degree in Computer Science Software Engineering Information Systems or a closely related technical field.

2-4 years in product management in a technology environment.

Demonstrated experience owning feature delivery end-to-end (discovery PRDs/user stories launch iteration).

Experience collaborating with engineering and design and participating in Agile ceremonies.

Knowledge Skills and Abilities:

Product discovery and user empathy: runs interviews synthesizes insights validates assumptions.

Requirements and backlog management: clear PRDs/user stories acceptance criteriabacklog hygiene.

Data literacy: defines feature metrics instruments basic analytics makes data-informed decisions.

Technical fluency: understands API basics UX principles and delivery constraints;collaborates with engineering and design.

Communication and collaboration: clear written/verbal communication; aligns partners;surfaces risks early.

Execution discipline: Agile ceremonies sprint planning iterative delivery; reliable follow-through.

Preferred Qualifications:

Recognized Agile/Product certification (e.g. CSPO/PSPO/PSM or equivalent).

Experience in high-growth or startup environments.

Basic SQL/analytics and instrumentation; ability to build simple dashboards.

Familiarity with web technologies and APIs; comfortable collaborating on developer-facing documentation

#product management #associate #full-time #LI-SD1 #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

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.

Required Experience:

IC