Senior Product Manager (Margin)

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. We are seeking a Senior Product Manager (Margin) domain 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.

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; Actively participate in setting and refining team objectives and key results (OKRs); Author and maintain key product documentation such as Annual Operating Plans, Product Charters, PR-FAQs, Narratives; Lead the elicitation and prioritization of requirements; Partner closely with engineering teams to ensure seamless execution of projects; Independently gather and analyze data from a variety of sources; Take full end-to-end ownership of the product lifecycle; Maintain a strong understanding of technical services, API design, database technologies, and operating concepts; Constantly seek and integrate cutting-edge technologies and innovative solutions

Requirements

Bachelor's degree in Computer Science, Engineering, or related technical field (or equivalent work experience) required; 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; 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; 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; Technical fluency with the ability to effectively communicate with engineering teams, understand modern technology concepts, and effectively collaborate alongside technical staff

Nice to have

Master’s degree in business administration is a plus; Extensive experience in the fintech industry, particularly in areas like wealth management, custody services, or payments; Experience with relational data stores modeling, particularly in business-focused SAAS based systems; 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; Understanding of RESTful API design best practices

Benefits

healthcare benefits (medical, dental and vision, EAP); competitive PTO; 401k match; parental leave; HSA contribution match; paid subscription to Calm app; generous external learning and tuition reimbursement benefits; hybrid work schedule