The Company

Univeris, headquartered in Toronto, Canada, is a privately held company and is a world leader in enterprise wealth management software.

Univeris has been building and modernizing wealth management software for over 30 years. We are the go-to solution for many financial services firms—including mutual fund dealers, securities dealers, wealth management firms, and insurance companies—seeking to stay competitive in a digital-first world. Today, more than 25,000 financial advisors and 1.5 million investors in 12 countries rely on our platform, representing over $450B in Assets Under Administration.

Technology innovation is one of the cornerstones of Univeris' product development strategy, and through its Evergreen approach to technology, new features and capabilities transparently integrate into the platform.

The Opportunity

Univeris is in the midst of an exciting transformation of our Advisor and Enterprise Wealth Management Platforms, focused on expanding the features we offer to our current market and the markets we serve with our platform.  Our Professional Services team enables our clients to advance our roadmap by developing and implementing solutions to address their business objectives. Univeris needs a dynamic Product Owner, Services to help define, sell and execute service-based development projects to bring our clients new and enhanced product solutions and capabilities. The role has significant interactions outside the local team, including working with customers, internal stakeholders, software engineers and architects.

The Successful Candidate

Your Formal Qualifications

• A minimum of 2 years of industry experience as a Product Owner in an Agile software development environment
• Demonstrable understanding of Agile product management principles with Scrum
• Working knowledge of the Atlassian suite (Jira & Confluence) or similar tools
• CSPO certification or equivalent work experience
• Working knowledge of SQL
• Working knowledge of APIs
• Working knowledge and experience using AI tools, including ChatGPT/Claude/Gemini/Figma Make to create Product Artifacts
• A business or technical degree
• Professional proficiency in English and Spanish

Your Proven Qualities

• Learning agility - the ability to quickly adapt to new business domains and technical concepts and apply them in delivering value
• Leadership - proven ability to lead a high-performance team and deliver in a fast-paced and dynamic environment
• Collaboration - able to work collaboratively in a team-of-teams development environment
• Communication - able to clearly and concisely communicate in verbal and written form to both internal and customer stakeholders, with emphasis on understanding the customer's perspective
• Organization - being very consistent and structured in managing information, documentation, agile boards and other artifacts produced

Extras You Might Offer As Tiebreakers

• Experience working as an agile Product Owner in a professional services organization, delivering software development solutions for clients
• Experience working in WealthTech, FinTech or Enterprise software
• Knowledge of the different wealth management services (advisory, discretionary, etc.)
• Demonstrated experience moving into new business domains and quickly adapting
• Experience trading stocks or making personal investment decisions

The Work Environment

• This opportunity is offered at one of our offices: Toronto, Canada, or Madrid, Spain. We are currently working in a hybrid environment, with 3 days in the office.

• Occasional travel to client offices may be required.

At Univeris, we embrace diversity and inclusion.  We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process may e-mail a request to [email protected].

We thank all applicants for showing an interest in this position.  Only those selected for an interview will be contacted.