Product Manager – Compliance (Cost Basis and Tax)

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

We are seeking a Product Manager to own the end-to-end planning, governance, and execution of compliance related areas across Cost Basis and Tax Reporting.  This includes SOC 2 compliance, PII, security, regulatory compliance, Service Level Agreement (SLA), Service Level Objectives (SLOs), performance/scalability, and more.  You will define requirements in these areas and lead cross-functional teams to ensure consistent, measurable, and auditable service delivery.   You will partner closely with Product, Engineering, SRE/DevOps, Support, Operations, Legal, and Customer teams to deliver reliable, compliant, and market-differentiating service.

Duties/Responsibilities

• Define and oversee complex enterprise integrations for security, compliance, and technical requirements across large B2B2C clients. 

• Serve as primary stakeholder for both internal and external enterprise adoption initiatives; facilitate communication between teams, clients, and leadership. 

• Collaborate with Engineering to define technical requirements and system architecture.

• Write clear user stories, epics, and acceptance criteria that cross-functional teams can effectively execute to deliver high-quality solutions.

• Drive change management and influence cross-functional priorities within a fast-paced, highly regulated environment. 

• Build and maintain strong relationships across internal teams and external partners.

• Leverage AI tools to enhance productivity and decision-making in product development workflows.

• Develop and track measurable objectives with clear scorecards to measure product success; Generate insights and actionable recommendations aligned to business goals.

• Maintain organized Jira backlogs and comprehensive Confluence documentation.

• Work cross-functionally with engineering, operations, marketing, sales, finance, and compliance to ensure alignment and seamless, high-quality delivery.

• Lead internal user meetings to demonstrate product capabilities and gather strategic feedback.

Education and/or Experience 

• Bachelor’s degree in Business Administration, Engineering, or related field (or equivalent work experience) required; advanced degree preferred.   

• 1-2+ years of experience in enterprise environments; fintech, financial services, or complex enterprise technology solutions preferred. 

• Hands on experience with enterprise security, compliance, and/or technical integration requirements. 

Required Skills/Abilities 

• Ability to thrive with ambiguity and manage competing priorities in a dynamic, fast paced environment.  

• Ability to work effectively with engineering teams on technical product considerations. 

• Exceptional verbal and written communication skills with ability to collaborate across technical and non-technical teams. 

• Strong understanding of modern software development practices, APIs, and Agile methodologies. 

• Proficiency with product management tools such as Jira, Confluence, or Miro.

• Strong analytical and problem-solving skills with attention to detail 

  Strong decision-making skills with ability to challenge norms when necessary. 

Work Environment 

• This job operates in a hybrid, office environment 3 days per week. 

• Requires occasional travel (15%+) to collaborate with distributed teams and stakeholders. 

#product management #full-time #mid-senior #LI-SG1 #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.