Principal Product Manager (Artificial Intelligence)

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. As a global organization, we have offices in Austin, Dallas, Chicago, New York, Portland, Belfast, and Manila.

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

As a Principal Product Manager (Artificial Intelligence), you will take the lead in defining the strategy and vision for creating cutting-edge client-facing AI solutions. You will design transformative, user-centric AI systems that elevate business operational efficiency, enhance technical support, and redefine client engagement and experience. In addition, you will be building out our Agent Development Kit (ADK), tailored to empower our clients’ developers to create their own robust, intelligent agents and solutions using our APIs. By leveraging a deep understanding of AI, AI agents, and user-centric design, you will ensure our AI capabilities align with both client expectations and business objectives.

Duties/Responsibilities

• Develop and maintain a strategic roadmap for client-facing AI capabilities. 

• Conduct market research to identify trends and opportunities in AI solutions. 

• Collaborate with stakeholders to prioritize features and capabilities based on client needs and business goals. 

• Define and oversee the client-facing AI user experience, ensuring a seamless interaction across operations, tech support, and real-time assistance.

• Collaborate across engineering, operations, design, infosec and legal teams to create AI solutions tailored to our clients’ unique needs.

• Work with stakeholders to ensure the Agent Development Kit and other client-facing AI tools align with customer workflows and deliver measurable impact. 

• Provide education and guidance to internal teams, including sales, sales engineering, product marketing, and go-to-market strategy, ensuring alignment on AI product capabilities and client value propositions.

• Communicate effectively with stakeholders at all levels, including presentations, engaging with customers, and working with external partners.

• Define and track KPIs to measure the effectiveness of AI-driven solutions. 

• Analyze client feedback to inform improvements in the AI experience. 

• Stay up-to-date on advancements in AI and recommend relevant tools or changes to keep our solutions competitive. 

• Monitor, measure, and report on performance against revenue and customer satisfaction metrics.

Education and/or Experience

• Bachelor’s degree in computer science, Engineering, Data Science, or a closely related field (or equivalent work experience) required; advanced degree preferred

• 15+ years of prior experience in product management, with at least 3+ years specifically focused on AI-powered products or platforms.

• Experience working with engineering teams and familiarity with software development lifecycles, especially in AI/ML production systems.

• Certification or coursework in artificial intelligence, machine learning, or related fields or demonstrated relevant experience.

• Experience in fintech/financial services or a high-growth company/ startup environment preferred

• Strong technical background with experience in software development and AI preferred

Required Skills/Abilities

• Strong technical expertise in artificial intelligence, including familiarity with machine learning frameworks, large language models (e.g., GPT, Claude, or similar), and AI systems architecture. 

• Proven ability to translate complex AI concepts into executable plans with measurable impact. 

• Proficiency in programming languages like Python or JavaScript is a plus.

• Deep understanding of AI ethical considerations and deployment challenges, ensuring solutions are fair, unbiased, and compliant.

• Ability to create visionary product strategies and translate them into executable plans.

• Strong capability in performance metrics, market segmentation, competitive analysis, and financial planning.

• Exceptional leadership skills, capable of directing and managing cross-functional teams.

• Excellent communication and presentation skills with an ability to articulate complex concepts to a broad range of audiences.

• Robust troubleshooting and problem-solving capabilities, with a creative approach to overcoming challenges.

• Superior project management and time management skills; adept at prioritizing tasks and managing deadlines.

Work Environment

• This job operates in an office environment 3 days per week.

• This job may require up to 5% travel.

#product management #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.