Salary
💰 $134,400 - $168,000 per year
About the role
- Define the strategy, vision, and roadmap for Apex Investor’s end-investor tooling across brokerage, managed accounts, and robo.
- Research and communicate the competitive landscape and investor trends in the wealth industry.
- 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.
- Build strong relationships across Apex and with external stakeholders, including client firms and prospects.
Requirements
- 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.
- 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.
- healthcare benefits (medical, dental and vision, EAP)
- competitive PTO
- 401k match
- parental leave
- HSA contribution match
- paid subscription to the Calm app
- generous external learning and tuition reimbursement benefits
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
product managementAPI specificationsSoftware Development Life Cycle (SDLC)Agile methodologiesdigital platform designuser storiesrequirements gatheringfeature developmentcompetitive analysisinvestor trends
Soft skills
collaborationcommunicationrelationship buildingstrategic thinkingproblem solvingleadershiporganizational skillsstakeholder managementadaptabilitycritical thinking