Hybrid Senior Product Manager, Ascend Investor

Posted last month

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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.

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

Job title

Senior Product Manager, Ascend Investor

Job type

Experience level

Senior

Salary

$134,400 - $168,000 per year

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

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