WHO WE ARE
Apex Fintech Solutions (AFS) powers innovation and the future of digital wealth management by processing millions of transactions daily, to simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech solutions enables us to support clients such as Stash, Betterment, SoFi, and Webull, and more than 20 million of our clients' customers.
Collectively, AFS creates an environment in which companies with the biggest ideas in fintech are empowered to change the world. We are based in Dallas, TX and also have offices in Austin, New York, Chicago, Portland, and Belfast.
If you are seeking a fast-paced and entrepreneurial environment where you'll have the opportunity to make an immediate impact, and you have the guts to change everything, this is the place for you.
AFS has received a number of prestigious industry awards, including:
- 2021, 2020, 2019, and 2018 Best Wealth Management Company - presented by Fintech Breakthrough Awards
- 2021 Most Innovative Companies - presented by Fast Company
- 2021 Best API & Best Trading Technology - presented by Global Fintech Awards
ABOUT THIS ROLE
This is an incredible opportunity for a Technical Program Manager to play a crucial role in shaping the foundations and future of our rapidly growing Apex Silver organization. In this role, you'll help scale the organization by creating a best practice program governance and operations function, improving our project delivery practices, building alignment with the many teams that build products and services for our customers, and taking ownership of cross-functional initiatives that are critical to the success of our strategy. You'll collaborate closely with the leaders, product, engineering, operations, and other TPMs.
The role will require constant balance between long term product vision along with addressing immediate needs, driving an incremental approach that is metrics and data driven. It will require communicating effectively with leaders across the organization on a regular basis while ensuring that the teams are aligned and stakeholders are aware of key performance indicators.
Duties/Responsibilities:
- Be a champion of team and individual efforts, and connect and influence team-members across the organization in a positive, respectful way
- Serve as a liaison between the business, product, and technical teams for strategy definition, prioritization, initiative kickoff, tracking, communications, and deployment
- Partner closely with peers, leaders, and stakeholders to build and drive the strategic vision for Apex's tech product delivery and execution; work with senior leaders to foresee and solve complex problems thereby enabling efficiency and scale
- Maintain a continuous project portfolio roadmap for the organization
- Manage the release of key projects on a regular cadence, and document and present team's deliverables at various forums (quarterly business review, leadership meetings, town halls, etc)
- Monitor and guide project scope, costs, scheduling, staffing, communications, risk / issues, and quality of projects
- Provide transparent communication channels to align stakeholders into status, risks, and timelines of projects against targeted deadlines. Additionally, make recommendations based on team impact, priorities, and value delivered to our customers
- Actively manage capacity management through annual, quarterly, and sprint planning to protect team delivery commitments
- Drive organization change management through a planned delivery excellence program, defined roadmap, engagement management with stakeholders, and execution of planned improvements
- Identify, develop, and put into practice new tools and processes that enable Apex Silver to scale and optimize its product & project planning, execution, and delivery
- Proven ability to create, communicate, and track progress of KPI's and OKR's that are representative of the health of the organization
- Help break down projects into component parts, identifying and tracking dependencies and opportunities for optimization; proactively identify problems and recommend solutions before they become blockers
- Manage large-scale, cross-organization programs, integrations, and migration efforts
- Facilitate project meetings, Scrum ceremony meetings, and project post mortems
- Hold teams accountable to come to meetings prepared, and own action items or process improvement outcomes that result
- Coach individuals and teams on project management best practices
- Work with teams to clarify goals and deliverables; bring data to planning and prioritization
Education and/or Experience:
- Bachelor's degree in Computer Science, Information Systems, Business Administration or similar field or equivalent work experience
- 10+ years of experience in technical program management in a dynamic and highly technical environment, a strong track record in managing multiple complex cross-functional projects in a cloud/SaaS environment
- Experience working collaboratively across organizations; strong leadership and interpersonal skills, experience building and fostering effective working relationships
- Experience influencing without direct authority at senior levels internal and external to the engineering organization
Required Skills/Abilities
- Excellent verbal and written communications for technical and non-technical audiences with the ability to tailor and deliver communications to all levels of an organization from project teams to executive leadership
- Ability to take a data-driven approach to program management; building tools (workflows, custom work intake processes, estimation models), collecting and analyzing data, and driving stakeholder buy-in
- Strong organizational, problem solving and analytical skills
- Expert-level knowledge of project management techniques and tools within various software development methodologies ( e.g., SDLC, Agile)
- Proficient in the use of MS Office, MS Project, Visio, and other agile collaboration & work tracking tools (Wiki's, Confluence, JIRA, TFS, etc)
Other Preferred Qualifications
- Project Management Institute certification (PMP or CAPM)
- Scrum Master Certification
- Familiarity with working in a SaaS environment
- Work experience in the financial industry
- Cost Basis and/or Tax Reporting is a plus
Work Environment
- This job operates in an office environment.
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.
#product management #mid-senior #full-time #LI-MJ1 #APEX
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.
Diversity, Equity, Inclusion, and Belonging (DEIB) Commitment
We're looking for all kinds of people.
At Apex, we believe that wealth management and investing should be accessible to everyone, and we strive to create spaces to democratize investing for folks of all walks of life. Internally, we embrace diversity and are dedicated to creating an inclusive and equitable workplace, which reflects our company vision and mission. We value every team member's unique perspective and are committed to fostering a culture where everyone belongs. Join us in our mission to empower and celebrate individual differences.
Apex is committed to being an equal opportunity employer. We ensure that qualified applicants receive fair consideration for employment without discrimination based on sex, gender identity, gender expression, sexual orientation, race, color, natural or protective hairstyle, genetics, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law. Know your rights: workplace discrimination is illegal. We stand by this commitment to promote a diverse, equitable, and inclusive workforce.
What We Do
Apex is a market-leading, technologically independent software company that provides safe, frictionless digital execution, clearing, and storage for the global universe of investable assets. What drives us is creating independence that produces ownership of the data that is used to build community, increase financial literacy, and
eliminate barriers to economic opportunities for the next generation of digital wealth creation.
To do this, our team members live above just doing a job and are those who are building careers. We don’t merely complete tasks at Apex; we have a purpose to be realized. Our colleagues champion why we do what we do.
We each strive to change the world and widen our impact with the breadth and depth of our client base and end investors.
Why Work With Us
We are bold enough to do what needs to be done. Savvy enough to know what that is. Kind and candid enough to tell it like it is every step of the way. We are compelling in our own right but devoted to joint success. We watch our backs. We scout the way ahead. We put ourselves, our team, and our clients in a position to soar.
Gallery
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Apex Fintech Solutions Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.