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




Job Summary



Apex is seeking a Product Manager II to own the entire Investor Communications and documents product within the Ascend Platform. You will be responsible end to end - from requirements gathering through defining and achieving your product's success metrics - for all investor-facing regulated and transactional communications, including statements, trade confirmations, tax documents, and proxy/shareholder materials. You will manage the product backlog independently, with guidance, strategic steer, and escalation support from the Senior Product Manager, and work closely with other Product Managers across the Ascend Platform on related initiatives. You will write clear requirements, coordinate with Engineering, and work with document generation and delivery vendors to ship accurate, timely, audit-ready communications for our B2B2C clients and their end investors. AI tools (e.g., Claude) are a core part of how you'll work: gathering and synthesizing requirements, prototyping concepts, and standing up MVP products and operational tooling to move faster from problem to working software. You'll partner with Compliance, Operations, and adjacent product teams to resolve dependencies and bring customer insight back into the roadmap.


Key Responsibilities



**End-to-end product ownership

• Own the entire Investor Communications and documents product end to end: gather and write requirements, prioritize and manage the backlog, ship features, and define and drive the success metrics that prove it worked.


• Write PRDs and user stories with clear acceptance criteria for medium-to-large features; communicate status to the team and stakeholders independently.


• Work closely with other Product Managers across the Ascend Platform to align on shared standards, dependencies, and timing.

**AI-assisted requirements, prototyping, and MVP delivery

• Use AI tools (e.g., Claude) to gather and synthesize requirements from stakeholders, transcripts, tickets, and documentation.


• Prototype product concepts and workflows with AI-assisted tools to validate ideas with stakeholders before committing engineering time.


• Build and deploy lightweight MVP products and operational tooling (e.g., internal dashboards, automation, agents) using AI-assisted development, partnering with Engineering on anything that needs to scale to production.


• Identify and pursue opportunities to apply AI to reduce manual operational work within your workstream (e.g., QA, reporting, reconciliation).

Success metrics and continuous improvement

• Define the success metrics for the Investor Communications product (e.g., delivery success rate, e-delivery adoption, time-to-generate, defect rate, bounce rate) and own driving performance against them post-launch - success metrics are your accountability, not just a reporting exercise.


• Run root-cause analysis for incidents and drive fixes through to resolution.


• Own client migration execution from legacy systems to Ascend.

Cross-functional collaboration

• Work closely with other Product Managers across the Ascend Platform to prioritize and resolve inbound/outbound dependencies.


• Share customer and market insight back to the wider product team; may mentor more junior team members.


• Represent the Investor Communications product in client- and stakeholder-facing conversations

Education and Experience

• Bachelor's degree in Business, Computer Science, Engineering, or related field.


• 5+ years of product management experience, with 2+ years working on investor/regulated communications, document generation platforms, or high-scale messaging/notification systems in fintech, brokerage/custody, or wealth management.


• Track record shipping features on API-first, event-driven, or microservices-based products.


• Hands-on experience using AI tools (e.g., Claude) to gather requirements, prototype concepts, and build and deploy MVP products or operational tooling - this is a core, required skill for the role.


• Proficiency writing SQL to query and analyze product and delivery data - required

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.