Sr Program Manager

About the role

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 Sr Program Manager role with Apex Cost Basis and Tax is an incredible opportunity sitting at the intersection of product, engineering, operations, and client-facing teams. You will drive alignment within Cost Basis and Tax and across the broader Apex organization, keeping cross-functional initiatives moving in a fast paced and agile environment. This is a high-visibility role where you will partner directly with leaders across the organization and have a real impact on how we deliver for our clients. You will have the opportunity to shape how a modern fintech organization coordinates and delivers across teams, with direct exposure to leadership and the autonomy to drive meaningful change. Duties/Responsibilities Build and maintain strong working relationships across product, engineering, operations, and leadership to drive alignment and effective coordination Ensure priorities, progress, risks, and decisions are communicated effectively across teams and to leadership, and are aligned to strategic business objectives Facilitate and focus the forums that matter: kickoffs, retrospectives, cross-team syncs, leadership reviews Champion team and individual efforts across the organization in a positive, respectful way Support teams in planning and delivering against commitments through annual, quarterly, and monthly coordination Proactively identify and resolve blockers across teams, whether unclear requirements, misaligned priorities, or resource constraints Lead cross-organization programs, integrations, and migration efforts where multiple teams need to coordinate delivery Own transparent reporting on portfolio health, delivery progress, and key metrics, and present at leadership meetings, quarterly business reviews, and other forums Drive continuous improvement across teams and across the organization by facilitating retrospectives, capturing learnings, and following through on the changes teams agree to make Apply AI tools as a working practice, from reporting and analysis to knowledge synthesis, and evaluate emerging capabilities that help teams work more effectively Education and/or Experience Bachelor's degree in Computer Science, Information Systems, Business Administration or similar field, or equivalent work experience 5+ years of experience in program management, with a track record of managing cross-functional programs in a cloud/SaaS environment Hands-on experience using AI tools to accelerate program delivery and as a working practice of incorporating AI into daily workflows Demonstrated success working across organizational boundaries, building relationships and influencing outcomes without direct authority Experience in environments where product development teams have ownership of their delivery and the program manager's role is coordination and enablement Required Skills/Abilities Ability to thrive with ambiguity and manage competing priorities in a fast-moving environment Exceptional communication skills, both written and verbal, with the ability to tailor messages for audiences from project teams to executive leadership Strong judgment on when to convene stakeholders, when to escalate, and when to let teams execute Ability to take a data-driven approach to program management, collecting and analyzing information to drive clarity and stakeholder alignment Comfort with modern collaboration and work tracking tools (Confluence, JIRA, etc.

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