Apex Fintech Solutions is looking to disrupt the financial services industry by empowering fintech leaders and delivering exceptional value to end investors through intuitive digital experiences for self-directed brokerage, managed accounts, and robo solutions.
Requirements
- Experience designing and launching investor-facing digital platforms.
- Experience working in Agile environments with frequent value delivery.
- Experience with Miro, Figma, or other workflow software for product discovery and cross-functional workshops.
- End-to-end SDLC management experience.
- Ability to understand APIs, review API documentation, and partner with engineers to design investor-facing integrations.
- Strong analytical skills with proficiency in BI tools (Excel, SQL).
- Proficiency in Figma to collaborate with designers.
- Proficiency in Confluence and Jira for product documentation and backlog management.
Responsibilities
- Define the strategy, vision, and roadmap for Apex Investor’s end-investor tooling across brokerage, managed accounts, and robo.
- Translate investor needs into actionable requirements, writing clear initiatives, features, epics, and user stories in Jira.
- Collaborate with design using Figma to create intuitive investor workflows and high-value digital journeys.
- Partner with engineering to review API specifications and documentation, ensuring seamless integration of features.
- Drive delivery through the entire Software Development Life Cycle (SDLC), ensuring continuous value and high-quality releases.
- Ability to understand APIs, review API documentation, and partner with engineers to design investor-facing integrations.
- Strong analytical skills with proficiency in BI tools (Excel, SQL).
Other
- Bachelor’s degree in a technical or business field (or equivalent work experience) required
- 5+ years of experience in product management, preferably with fintech or investor-facing products.
- Strong knowledge of self-directed brokerage, managed accounts, and robo-advisory models.
- Strong interpersonal, verbal, and written communication skills.
- Familiarity with compliance and regulatory requirements impacting investor experiences.
