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. 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.

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. 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 Product

Owner,



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

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 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 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 Coordinating dependencies and activities with other Product Owners as necessary 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. 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 ~ Working knowledge of SQL ~ Working knowledge and experience using AI tools, including ChatGPT/Claude/Gemini/Figma Make to create Product Artifacts ~Professional proficiency in English and Spanish Your Proven Qualities 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 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 We are currently working in a hybrid environment, with 3 days in the office.

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 careers@univeris.

📌 Scrum Product Owner-Hybrid (La Mancha)
🏢 Univeris
📍 La Mancha