ABOUT THIS ROLEAs a Product Manager II on Apex's Trading team, you will manage the lifecycle of a major trading capability-spanning multi-asset order management, portfolio trading and rebalancing, and trade execution-balancing client needs, market-structure and regulatory constraints, and business goals. You will define success metrics such as adoption, execution quality, and reliability; coordinate go-to-market plans; ensure operational readiness across the trade desk, operations, and compliance; and partner with senior product leaders on longer-term strategy and complex trade-offs.
Key Responsibilities:
- Own a Trading product or major capability (e.g., multi-asset order management, portfolio rebalancing and model management, or execution and routing services) with support from a Senior PM or above; define a near- to mid-term roadmap and release plan.
- Lead discovery by synthesizing feedback from fintech, broker-dealer, and advisory clients, order flow and usage data, and market-structure and competitive signals into clear problem statements and hypotheses.
- Translate strategy into PRDs/epics across the order lifecycle-order entry and validation, routing, execution, allocations, and trade booking; manage the product-level backlog across one or more teams; clarify scope and sequencing.
- Coordinate delivery across design, engineering, data, and QA-as well as trade desk, operations, clearing, and compliance partners; manage dependencies (e.g., execution venues, market data, ledger and booking systems) and alignment to OKRs.
- Define success metrics and instrumentation for trading systems; build dashboards; monitor adoption, order and fill quality, latency, and reliability; drive iterative improvements.
- Plan launches and go-to-market with marketing, sales, and relationship management; ensure client-facing API documentation, support, training, and operational readiness.
- Prepare value cases and impact estimates for trading initiatives (e.g., new asset classes, order types, or extended trading hours); track outcomes against targets and course-correct as needed.
- Ensure regulatory and best execution obligations are reflected in product decisions; partner with compliance on requirements such as best execution reviews, CAT reporting, and trade surveillance.
- Identify risks, dependencies, and operational gaps early-including capacity for market volume spikes and incident readiness during market hours; drive mitigations and escalate appropriately.
Knowledge, Skills, and Abilities:
- Strategic thinking at product-area level: synthesizes client, market-structure, and order flow data into problem statements and priorities across orders, portfolios, and executions.
- Product-level backlog management: translates strategy into PRDs/epics; sequences work across one or more trading teams and their operations and compliance partners.
- KPI ownership: defines product KPIs for trading systems (adoption, fill and execution quality, latency, reliability, straight-through processing); builds dashboards; drives improvements.
- Technical depth: conversant in architecture, APIs, FIX connectivity, event-driven systems, and data models, and the trade-offs impacting the scale, latency, and resilience of trading platforms.
- Cross-functional leadership: coordinates design, engineering, data, QA, and GTM alongside trade desk, operations, and compliance; manages dependencies and change.
- Regulatory awareness: understands how obligations such as best execution and regulatory reporting shape trading product requirements; partners effectively with compliance and legal.
- Risk management: proactively identifies risks and operational gaps, including those unique to market-hours systems; drives mitigations and escalations.
Preferred Qualifications:
- Pragmatic/AIPMM CPM, PMI-ACP, or CSPO/PSPO.
- Hands-on experience with cloud platforms (SaaS/PaaS/IaaS) and integrating APIs/data sources; familiarity with the FIX protocol and event-driven architectures.
- Strong measurement discipline: defines product KPIs, instruments usage, validates assumptions, and pivots based on performance.
- 4-6 year of experience as a Product Manager, ideally with some industry experience in FinTech, brokerage, and/or Wealth Management, with familiarity with the regulatory and competitive landscape (e.g., SEC/FINRA rules affecting order handling, best execution, and reporting).
- Direct experience with multi-asset trading (equities, fractional shares, options, mutual funds, fixed income), portfolio rebalancing, model management, direct indexing, or order routing and execution systems.
- FINRA licenses or securities industry coursework (e.g., SIE, Series 7) a plus.
#product management #associate #full-time #LI-SD1 #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 RewardsWe 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.
