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Univeris

Enterprise wealth-management platform for advisors

Product Owner - Services

Full-TimeUpdated on 10/15/2026
MX$1.1M - MX$1.5M/yr
Junior
Bachelor's
Mexico City, CDMX, Mexico
RemoteMust reside in Mexico or the surrounding metropolitan area.
ProductProduct Management

About the job

Requirements
  • 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 and 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, and Figma Make, to create product artifacts.
  • A business or technical degree.
  • Professional proficiency in English and Spanish.
  • Ability to quickly adapt to new business domains and technical concepts and apply them in delivering value.
  • Ability to lead a high-performance team and deliver in a fast-paced and dynamic environment.
  • Ability to collaborate in a team-of-teams development environment.
  • Ability to communicate clearly and concisely in verbal and written form to internal and customer stakeholders, with emphasis on understanding the customer's perspective.
  • Ability to consistently and systematically manage information, documentation, Agile boards, and other produced artifacts.
Responsibilities
  • Define and communicate requirements and business value in collaboration with the client, solution engineering, and other stakeholders, and document them in a Product Requirements Document and Statement of Work.
  • Support the sale and scoping of service-based engagements.
  • Maintain and prioritize a sufficient backlog of ready-to-work backlog items for Sprint Planning.
  • Accept User Stories as completed based on established acceptance criteria and Definition of Done, fulfilling a quality assurance function focused primarily on fitness for use.
  • Proactively participate in release and product increment planning.
  • Contribute to the Product Roadmap to realize the goals of the Product Vision and Strategy.
  • Collaborate with Product Team members in writing stories, maintain a backlog of ready stories, and prioritize them for Sprint Planning.
  • Collaborate with Scrum Masters to practice agility, use Scrum to maximize product value, and ensure continuous improvement.
  • Ensure each User Story is ready for development according to an established Definition of Ready, in collaboration with the Product Team.
  • Ensure each User Story has necessary Acceptance Criteria, in collaboration with the Product Team.
  • Coordinate dependencies and activities with other Product Owners as necessary.
  • Share market and client information and business insights with the Product Team to contextualize requirements and help ensure the team solves the right problems.
  • Develop relevant product domain expertise and share that expertise with the Product Team.
  • Track progress toward Product Increment and Release objectives and communicate progress to the organization.
  • Prioritize customer-reported deficiencies, defects, and enhancements as part of the Product Backlog.
  • Lead Program Increment (PI) planning activities for the Product Team.
  • Participate in all Agile ceremonies with the Product Team, including daily standups, sprint planning, backlog refinement, demos, and retrospectives.
  • Present the summary of Product Team work in Sprint Reviews and invite appropriate stakeholders to provide feedback.
  • Understand the Product Vision and Product Strategy and articulate them to the Product Team.
  • Review and contribute to user and technical guides, ensuring they are updated and completed to coincide with Release milestones and follow corporate standards and practices.
  • Prepare product release documentation.
  • Prepare product collateral to ensure its relevance and accuracy.
  • Represent the voice of the customer within the Product Team to ensure solutions deliver customer value.
  • Build and maintain productive relationships with customers.
Desired Qualifications
  • 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 wealth management services, such as advisory and discretionary services.
  • Demonstrated experience moving into new business domains and quickly adapting.
  • Experience trading stocks or making personal investment decisions.

About the company

Univeris provides enterprise-class retail wealth management software for Canada's financial services industry. Its platform supports mutual funds, segregated funds, GICs, cash, and life and health insurance, and it combines back-office operations, product distribution, and regulatory compliance with a front-office practice management system for advisors. This integrated, single-system approach helps wealth firms manage all aspects of their business in one place. The company distinguishes itself by offering a comprehensive, end-to-end solution specifically for wealth management in Canada, aimed at helping clients grow their business and gain a competitive edge. Its goal is to be the definitive platform for retail wealth management in the Canadian market.

Company Size

201-500

Company Stage

N/A

Total Funding

N/A

Headquarters

Toronto, Canada

Founded

1996

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Simplify Jobs

Simplify's Take

What believers are saying

  • Univeris launched Advisor in 2025 and continues releasing automation features through 2026.
  • The 2025 Designed Wealth Management deal validates demand for next-generation advisor platforms.
  • AVD pension reform in Germany creates 2026 vendor-selection demand for Univis' retirement tooling.

What critics are saying

  • Concentration in Canadian wealth firms leaves revenue exposed to dealer consolidation by 2027.
  • TechRules integration demands execution; product sprawl can slow sales and dilute roadmap focus.
  • Designed Wealth Management partnership is small, while larger incumbents bundle adjacent banking workflows.

What makes Univeris unique

  • Univeris bundles front-, mid-, and back-office wealth software into one system.
  • The 2022 TechRules acquisition added European advisory tooling and broadened product depth.
  • Univeris Advisor gives dealers automation for rebalancing, reporting, and client portals.

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Benefits

  • Hybrid Work Options
  • Parental Leave