Product Management II (Trading)

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

As a Product Manager II on Apex’s Trading team, you will manage the lifecycle of a major trading capability—spanning multi-asset order management, portfolio trading and rebalancing, and trade execution—balancing client needs, market-structure and regulatory constraints, and business goals. You will define success metrics such as adoption, execution quality, and reliability; coordinate go-to-market plans; ensure operational readiness across the trade desk, operations, and compliance; and partner with senior product leaders on longer-term strategy and complex trade-offs.

Key Responsibilities:

• Own a Trading product or major capability (e.g., multi-asset order management, portfolio rebalancing and model management, or execution and routing services) with support from a Senior PM or above; define a near- to mid-term roadmap and release plan.
• Lead discovery by synthesizing feedback from fintech, broker-dealer, and advisory clients, order flow and usage data, and market-structure and competitive signals into clear problem statements and hypotheses.
• Translate strategy into PRDs/epics across the order lifecycle—order entry and validation, routing, execution, allocations, and trade booking; manage the product-level backlog across one or more teams; clarify scope and sequencing.
• Coordinate delivery across design, engineering, data, and QA—as well as trade desk, operations, clearing, and compliance partners; manage dependencies (e.g., execution venues, market data, ledger and booking systems) and alignment to OKRs.
• Define success metrics and instrumentation for trading systems; build dashboards; monitor adoption, order and fill quality, latency, and reliability; drive iterative improvements.
• Plan launches and go-to-market with marketing, sales, and relationship management; ensure client-facing API documentation, support, training, and operational readiness.
• Prepare value cases and impact estimates for trading initiatives (e.g., new asset classes, order types, or extended trading hours); track outcomes against targets and course-correct as needed.
• Ensure regulatory and best execution obligations are reflected in product decisions; partner with compliance on requirements such as best execution reviews, CAT reporting, and trade surveillance.
• Identify risks, dependencies, and operational gaps early—including capacity for market volume spikes and incident readiness during market hours; drive mitigations and escalate appropriately.

Knowledge, Skills, and Abilities:

• Strategic thinking at product-area level: synthesizes client, market-structure, and order flow data into problem statements and priorities across orders, portfolios, and executions.
• Product-level backlog management: translates strategy into PRDs/epics; sequences work across one or more trading teams and their operations and compliance partners.
• KPI ownership: defines product KPIs for trading systems (adoption, fill and execution quality, latency, reliability, straight-through processing); builds dashboards; drives improvements.
• Technical depth: conversant in architecture, APIs, FIX connectivity, event-driven systems, and data models, and the trade-offs impacting the scale, latency, and resilience of trading platforms.
• Cross-functional leadership: coordinates design, engineering, data, QA, and GTM alongside trade desk, operations, and compliance; manages dependencies and change.
• Regulatory awareness: understands how obligations such as best execution and regulatory reporting shape trading product requirements; partners effectively with compliance and legal.
• Risk management: proactively identifies risks and operational gaps, including those unique to market-hours systems; drives mitigations and escalations.

Preferred Qualifications:

• Pragmatic/AIPMM CPM, PMI-ACP, or CSPO/PSPO.
• Hands-on experience with cloud platforms (SaaS/PaaS/IaaS) and integrating APIs/data sources; familiarity with the FIX protocol and event-driven architectures.
• Strong measurement discipline: defines product KPIs, instruments usage, validates assumptions, and pivots based on performance.
• 4-6 year of experience as a Product Manager, ideally with some industry experience in FinTech, brokerage, and/or Wealth Management, with familiarity with the regulatory and competitive landscape (e.g., SEC/FINRA rules affecting order handling, best execution, and reporting).
• Direct experience with multi-asset trading (equities, fractional shares, options, mutual funds, fixed income), portfolio rebalancing, model management, direct indexing, or order routing and execution systems.
• FINRA licenses or securities industry coursework (e.g., SIE, Series 7) a plus.

#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.

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.