APEX Clearing

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

Apex Fintech Solutions is recognized for disrupting the financial services industry, enabling Fintech standouts like Stash, Robinhood and Betterment. We’ve got an amazing track record of success and fostering ongoing innovation. Our Product Managers stand at the leading edge of this disruption and are responsible for guiding new products at Apex.

Apex is seeking a Product Manager II (Margin) that will focus on features, components, and systems that make up Apex’s Margin domain. We are seeking an individual with a genuine passion for technology, a strong interest in the dynamic world of trading, and an eagerness to understand the complexities of margin regulations. This person should thrive on creating innovative, high-performance, and high-volume solutions that support mission-critical operations across a diverse client base. This role offers the opportunity to spearhead the design and delivery of efficient, scalable, and cost-effective margin-focused products, empowering clients with specialized tools to maintain or gain a competitive advantage. We are seeking a candidate who can ensure exceptional accuracy and reliability in this crucial domain while leveraging data-driven insights to shape the strategic vision of our current and future Margin offerings. This role is a chance to contribute to enhancing client profitability, improving financial outcomes, and driving operational efficiency and make a lasting client impact while helping them succeed in a competitive landscape.

Duties/Responsibilities

• Define and execute the strategy, vision, and roadmap for client-facing margin products, emphasizing tools for monitoring, analyzing, and managing high-volume, mission-critical business across millions of accounts.
• Build expertise in your product domain by immersing yourself in market trends, regulatory shifts, and emerging technologies, staying informed to maintain a competitive edge.
• Actively participate in setting and refining team objectives and key results (OKRs) in collaboration with subject matter experts (SMEs), key stakeholders, and senior leaders to align the product vision with overarching business goals.
• Author and maintain key product documentation such as PR-FAQs, Narratives, and coordinate with teams to establish production schedules, manage dependencies.
• Lead the elicitation and prioritization of requirements to drive strategic initiatives that deliver tangible value and business outcomes within the margin product domain.
• Partner closely with engineering teams to ensure seamless execution of projects by managing backlogs, tracking progress, and efficiently addressing evolving needs.
• Independently gather and analyze data from a variety of sources to produce actionable insights that drive decision-making processes. Utilize both qualitative and quantitative analysis techniques to influence product area strategies.
• Drive high-quality deliverables and outcomes consistently with end-to-end ownership of the product lifecycle. Develop and manage the feature team backlog while ensuring alignment with strategic objectives, navigating ambiguities and resolving internal and external team dependencies.
• Maintain a strong understanding of technical services, API design, database technologies, and operating concepts in fintech industry to ensure robust and scalable product solutions.

Education and/or Experience

• Bachelor's degree in Computer Science, Engineering, or related technical field. Master’s degree in business administration is a plus.
• 5+ years in a Product Management or closely related role, preferably within the fintech sector, cloud-based systems, and SaaS platforms, with a focus on customer relationship management and data systems.
• Demonstrated track record managing the full lifecycle of product development, preferably within a SaaS or cloud-based environment, with a deep understanding of Agile methodologies for iterative product delivery.

Required Skills/Abilities

• Exceptional verbal and written communication abilities, capable of articulating complex product features, PR-FAQ and strategies with excellent ability to manage discussions and collaborations in multi-team settings.
• Strong skills in using BI tools and data analysis software such as Excel and SQL to derive insights and drive decisions.
• Ability to lead by example, influence outcomes across various organizational levels, and foster a sense of urgency and alignment.
• Strong critical thinking and decision-making capabilities, with experience in influencing cross-functional teams without formal authority.
• Technical fluency with the ability to effectively communicate with engineering teams, understand modern technology concepts, and effectively collaborate alongside technical staff

Other Preferred Qualifications

• Industry Experience: Extensive experience in the fintech industry, particularly in areas like wealth management, custody services, or payments.
• Technical Proficiency: Experience with relational data stores modeling, particularly in business-focused SAAS based systems.
• Regulatory Knowledge: Familiarity with security and regulatory protocols related to sensitive financial data and investor documents. Direct experience or a demonstrable strong interest in customer balances, and regulatory frameworks, specifically FINRA's Margin Regulation as stipulated by 15c3-3.
• API Design: Understanding of RESTful API design best practices.

Work Environment

• This job operates in a hybrid environment 2 days per week
• Willingness to travel up to 20% to build relationships and gather insights across the firm.

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 a market-leading salary with an annual bonus, 28 days of annual leave plus 10 Northern Ireland national holidays, a training and development budget, and a pension matched up to 7%. Our benefits also cover private health insurance for medical, dental, and optical care, and life insurance. We emphasize work-life balance with flexible working hours, parental leave, a modern city center office, and a hybrid work schedule that allows for greater flexibility by partially working from home. Additional perks include monthly catered lunches, unlimited drinks and snacks, hackathon events, poker tournaments, and a charitable matching gift program.

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.