Apex Fintech Solutions

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

This is an incredible opportunity for a Staff Technical Program Manager to play a crucial role in shaping the foundations and future of our rapidly growing Apex Fintech Solutions organization. In this role, you'll help scale the organization by creating improving our project delivery practices, a best practice program governance and operations function, and taking ownership of cross-functional initiatives that are critical to the success of our strategy. You'll collaborate closely with the leaders, operations, product, engineering, and other TPMs across Apex.

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 Director and VP level on a regular basis while ensuring that the teams are aligned and stakeholders are aware of key performance indicators.

Duties/Responsibilities

• 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
• Actively manage organizational capacity management through continuous portfolio planning to protect program-level delivery commitments across squads
• Define how the TPM function engages Legal, Compliance, Sales/Pre-Sales, Product Marketing, Vendors, and Relationship Managers company-wide - building frameworks, playbooks, and escalation paths, and partnering directly with functional leaders in each group.
• Execute communications operations for the Technical Program Management team including operations, project, and status with a strong internal and external customer focus
• 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 to scale and optimize its product delivery efficiency and effectiveness
• 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
• Work closely with software development teams to define, improve internal tools and processes key to engineering success
• Provide ongoing visibility into the progress, risks, and timelines of projects against targeted deadlines to application teams as well as other stakeholders and executive leadership. Make recommendations based on team impact, priorities, and value delivered to our customers
• Build clear and transparent communication channels to align internal stakeholders and ensure that relevant audiences receive accurate updates on programs and projects
• Manage the release of key engineering projects to internal customers in a regular cadence. Document and present program's deliverables at town halls
• Facilitate program meetings, retrospectives, cross-functional operations reviews to continuously improve processes for the company's operating model
• Actively develop the TPM community in Apex and coach individuals and teams on project management best practices
• Work with product and engineering to clarify goals and deliverables; bring data to planning and prioritization
• Create and refine processes when necessary; maintain focus on reliability and continual improvements, and automation and scaling
• Identify KPIs and success metrics, collect and analyze data; make information visible
• Communicate goals, status, risks, and impact to deliverables

Education and/or Experience

• B.S. in Computer Science, Information Systems, Business Administration or equivalent
• 10 - 12 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

• 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
• 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
• Expert-level knowledge of project management techniques and tools within various software development methodologies ( e.g. Waterfall, 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).
• Strong organizational, problem solving and analytical skills

Other Preferred Qualifications

• Project Management Institute certification (PMP or CAPM)
• Scrum Master Certification
• Familiarity with distributed systems and experience working in a SaaS environment
• Work experience in the financial industry

Work Environment

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

#IT #mid-senior #full-time #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.