Univeris

Enterprise wealth-management platform for advisors

Product Owner, Services

Product ManagementConfirmed live in the last 24 hours

Full-timeMexico City, CDMX, MexicoMX$1.1M - MX$1.5M /yr

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, verbally and in writing, with internal and customer stakeholders, with emphasis on understanding the customer's perspective.
Ability to manage information, documentation, agile boards, and other produced artifacts consistently and in a structured manner.

Responsibilities

Define and communicate requirements and business value with the client, solution engineering, and other stakeholders, and document them in a Product Requirements Document and Statement of Work.
Participate in the sale and scoping of service-based engagements.
Maintain and prioritize a sufficient backlog of ready-to-work items to facilitate Sprint Planning.
Accept User Stories as complete based on their established acceptance criteria and Definition of Done, providing a quality assurance function focused on fitness for use.
Participate proactively 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, maintaining a backlog of ready stories, and prioritizing 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 the established Definition of Ready, in collaboration with the Product Team.
Ensure each User Story has necessary Acceptance Criteria defined 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 it with the Product Team.
Track progress toward Product Increment and Release objectives and communicate it to the organization.
Prioritize customer-reported deficiencies, defects, and enhancements in the Product Backlog.
Lead Program Increment planning activities for the Product Team.
Participate in Agile ceremonies with the Product Team, including daily standups, sprint planning, backlog refinement, demos, and retrospectives.
Present a summary of the Product Team's 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 alongside Release milestones and that product documentation follows corporate standards and practices.
Prepare product release documentation.
Prepare product collateral and 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 adapting quickly.
Experience trading stocks or making personal investment decisions.

Salary Range: 1101500 to 1529900 (Currency: MXN) (Pay period: per-year-salary)

Location Requirement: Mexico

This position is based in Mexico and is intended for candidates currently residing in Mexico or the surrounding metropolitan area.

Please note: This role requires professional fluency in both English and Spanish (written and spoken), as you will regularly collaborate with Spanish-speaking clients and colleagues across Latin America.

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 Role

The Product Owner, Services is embedded in a cross-functional Product Team and fulfills the primary accountabilities outlined below for client-sponsored projects.

Defining and communicating the requirements and business value in collaboration with the client, solution engineering and other stakeholders; and documenting those requirements in a Product Requirements Document and Statement of Work. The Product Owner, Services plays an important role in the sale and scoping of service-based engagements.

Maintaining and prioritizing a sufficient backlog of ready-to-work backlog items to facilitate Sprint Planning

Accepting User Stories as being completed based on their established acceptance criteria and Definition of Done. In so doing, the Product Owner also fulfills a critical quality assurance function, focusing primarily on fitness for use.

The Product Owner fulfills the following responsibilities for all assigned Products and Projects

Proactively participate in release and product increment planning

Contributing to the Product Roadmap to realize the goals of the Product Vision and Strategy.

Collaborating with Product Team members in writing stories, taking accountability for having a backlog of ready stories and prioritizing them for Sprint Planning

Collaborating with Scrum Masters to practice agility and capitalize on Scrum to maximize the product value and ensure continuous improvement.

Ensuring that User Stories are “ready” for development to start work according to an established "Definition of Ready" in collaboration with the Product Team

Ensuring each User Story has the necessary Acceptance Criteria defined in collaboration with the Product Team

Coordinating dependencies and activities with other Product Owners as necessary

Sharing market and client information and business insights with the Product Team to give context to the requirements to help ensure that the right problems are being solved by the team

Continuously developing relevant product domain expertise and sharing that expertise with the Product Team

Tracking progress towards Product Increment and Release objectives and communicating to the organization

Prioritizing customer-reported deficiencies, defects and enhancements as part of the Product Backlog.

Leading Program Increment (PI) planning activities for the Product Team

Participating in all Agile ceremonies with the Product Team, including daily standups, sprint planning, backlog refinement, demos and retrospectives.

Presenting the summary of work for the Product Team in Sprint Reviews and inviting appropriate stakeholders to give feedback.

Understanding the Product Vision and Product Strategy and articulating it to the Product Team

Reviewing and contributing to the user and technical guides to ensure that they are updated and completed to coincide with Release milestones, and ensures that all product documentation follows corporate standards and practices

Preparing product release documentation

Preparation of product collateral to ensure relevance and accuracy

Representing the voice of the customer within the Product Team to ensure that solutions are built to deliver value to the customer

Continuously building and maintaining productive relationships with customers

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

Work is performed from home office

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.

About the Company

Univeris

Enterprise wealth-management platform for advisors

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: Not listed
Total funding: Not listed
Headquarters: Toronto, Canada
Founded: 1996

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