WHO WE ARE
Apex Fintech Solutions (AFS) powers innovation and the future of digital wealth management by processing millions of transactions daily, to simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech solutions enables us to support clients such as Stash, Betterment, SoFi, and Webull, and more than 20 million of our clients' customers.
Collectively, AFS creates an environment in which companies with the biggest ideas in fintech are empowered to change the world. As a global organization, we have offices in Austin, Dallas, Chicago, New York, Portland, Belfast, and Manila.
If you are seeking a fast-paced and entrepreneurial environment where you'll have the opportunity to make an immediate impact, and you have the guts to change everything, this is the place for you.
AFS has received a number of prestigious industry awards, including:
2021, 2020, 2019, and 2018 Best Wealth Management Company - presented by Fintech Breakthrough Awards
2021 Most Innovative Companies - presented by Fast Company
2021 Best API & Best Trading Technology - presented by Global Fintech Awards
ABOUT THIS ROLE
As Associate Product Manager for Account Transfers (aka ACATS), you'll help shape our ACATS platform at Apex—a critical service that enables the seamless movement of client assets between financial institutions. Working alongside our senior product manager, you'll gain valuable experience in product development while supporting the evolution of this essential service. This role offers a unique opportunity to master the complexities of financial transfers while helping develop solutions that transform regulatory requirements into competitive advantages. You'll build expertise in a specialized domain that forms the backbone of modern investing platforms, collaborate across teams to improve processes, and contribute to enhancements that directly impact client experiences. If you're passionate about solving financial challenges and creating systems that support fintech innovation, this position provides an excellent foundation to grow as a product professional in an area where technical knowledge and business understanding create meaningful value for Apex and our clients.
You'll help shape Apex's critical platform that enables seamless movement of client assets between financial institutions. Working with our senior product manager, you'll support the evolution of this essential service while developing expertise in financial transfers. This role offers the opportunity to transform regulatory requirements into competitive advantages and contribute to our vision of extending our transfer capabilities as a revenue-generating service offering to external financial institutions. You'll build specialized domain expertise, collaborate across teams, and drive enhancements that directly impact client experiences in this foundational area of modern investing infrastructure.
Duties/Responsibilities
Drive prioritization and requirements definition for strategic initiatives and product priorities to deliver key business outcomes.
Contribute to the quality of internal and external documentation
Stay current with DTCC/NSCC regulations and requirements related to ACATS
Build strong relationships with key internal stakeholders and clients
Collate detailed requirements and define User Stories in collaboration with internal and external customers
Work with development team and senior product managers to deliver, test, and measure newly-developed functionality
Oversee multiple product management processes, establish priorities, and coordinate with teams to create schedules throughout the product life cycle
Work collaboratively with various internal and external teams to resolve dependencies
Promote adoption of the completed product and provide training tools/documentation to drive successful use
Constantly collaborates with other departments to build trust and understanding.
Support Sales/Relationship Management in customer meetings and calls as a subject matter expert
Education and/or Experience
Bachelor’s degree, preferably in a business-related or technical field (or equivalent work experience) required
2+ years of prior work experience preferred
Prior experience in financial services; understanding of ACATS processing and DTCC/NSCC transfer protocols is a plus
Experience with Agile development methodologies and the ability to adapt in a fast-paced iterative development environment.
Experience in engaging with customers, gathering feedback, and translating it into actionable insights for product development.
End-to-end SDLC Management (Software Development Life Cycle)
Required Skills/Abilities
Strong problem-solving skills with great attention to detail
Curiosity and a strong desire for learning and improvement
Ability to thrive in collaborative environments
Strong interpersonal, verbal, and written communications
Demonstrated leadership abilities within a team
Interest in financial markets and fintech
Ability to utilize analytics, user feedback, and market data to propose product improvements and innovations.
Organizational skills and capacity to oversee multiple work streams
Operational knowledge of project and communications software (e.g., Slack, JIRA, Confluence, etc.)
Comfortable working with modern product management tools and platforms and possessing a basic understanding of software development processes.
Understanding of service-oriented architecture and multi-tenant platforms a plus
Work Environment
This job operates in a hybrid, office environment 3 days per week.
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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.
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.