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About the Role

As a Product Manager I in the Data Products group, you will own Insight, our client-facing platform for building reports and dashboards. You will drive the end-to-end delivery of the self-service reporting and visualization experience, translating client insights into requirements, prioritizing the backlog, and partnering with design and engineering to enhance how clients explore and act on their data.

Responsibilities

Own feature-level delivery within Insight, including report builders, dashboard creation, visualizations, filters, scheduling, sharing, and export.
Drive discovery, write clear PRDs/user stories, and define acceptance criteria and success metrics.
Maintain and prioritize the Insight feature backlog, aligning work to the Data Products roadmap and OKRs.
Plan sprints and clarify scope for the team.
Partner with design and engineering to explore solution options for self-service analytics.
Estimate work, sequence milestones, and remove day-to-day blockers.
Run lightweight research and experiments with clients to validate assumptions and refine requirements.
Instrument Insight features and build usage dashboards.
Monitor adoption of reports and dashboards, data quality and accuracy, query/load performance, and client satisfaction.
Iterate based on data and user feedback.
Coordinate releases and go-to-market support with guidance from senior product leaders.
Partner with client success and support teams.
Ensure quality and operational readiness by defining acceptance criteria, supporting QA/UAT, and maintaining client-facing user guides.
Identify and surface trade-offs, risks, and dependencies early.
Escalate appropriately and drive clear decisions.
Communicate status, decisions, and changes to internal stakeholders and clients.
Document rationale and maintain up-to-date product artifacts.

Requirements

Bachelor’s degree in Computer Science, Software Engineering, Information Systems, or a closely related technical field.
2-4 years in product management in a technology environment.
Demonstrated experience owning feature delivery end-to-end (discovery, PRDs/user stories, launch, iteration).
Experience collaborating with engineering and design and participating in Agile ceremonies.

Skills

Product discovery and user empathy
Requirements and backlog management
Data literacy
Technical fluency
Communication and collaboration
Execution discipline
Recognized Agile/Product certification (e.g., CSPO/PSPO/PSM or equivalent)
Experience in high-growth or startup environments
Basic SQL/analytics and instrumentation
Ability to build simple dashboards
Familiarity with web technologies and APIs
Comfortable collaborating on developer-facing documentation

Location

Austin
Dallas
Chicago
New York
Portland
Belfast
Manila

Work Type

Hybrid
Full-time

Experience Level

2-4 years

Education Level

Bachelor's degree

Salary/Compensations

$92,000-$115,000

Benefits

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

About the Company

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.
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 - CNBC

Equal Opportunity

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.
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.