Who We Are
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 25000 financial advisors and 1.5 million investors in 12 countries rely on our platform representing over $450B in Assets Under Administration.
We help our clients streamline portfolio management drive efficiencies and create meaningful value. At Univeris we value talent innovation and ideas. We empower employees to act boldly learn continuously and deliver solutions that matter.
The Opportunity
We are looking for a Product Owner to play a critical role in our ongoing SaaS transformation and product modernization journey.
This role is ideal for a product professional who takes pride in quality clarity and delivery excellence someone who thrives at the intersection of Product Management and Engineering and is motivated by ensuring that what ships is complete correct and fit for use.
You will be embedded in a cross-functional product team working closely with Product Managers Engineers Designers and QA to translate product outcomes into clear testable and executable scope while maintaining the integrity of complex financial systems.
The Role
As a Product Owner at Univeris you are accountable for delivery readiness backlog integrity and system quality within your product domain.
You do not own the product roadmap or commercial strategy - that accountability sits with Product Management. Instead you own how value is delivered ensuring that work is well-defined validated and ready to ship with confidence.
Key Responsibilites
- Backlog & Delivery Readiness
- Own and maintain a prioritized delivery-ready backlog aligned to Product Manager-defined outcomes.
- Ensure work entering development is sufficiently defined understood and sequenced for effective sprint execution.
- Own requirement quality not document volume - producing lightweight fit-for-purpose artifacts (including PRDs when appropriate).
- Requirements & Quality Ownership
- Translate product outcomes into clear user stories acceptance criteria and validation approaches.
- Identify and incorporate non-functional requirements such as security data integrity performance and scalability.
- Act as the quality gatekeeper for your domain with authority to accept or reject work based on acceptance criteria and readiness standards.
- Sprint & Iteration Planning
- Partner with Engineering on sprint and iteration-level planning refinement and execution.
- Participate in sprint planning backlog refinement reviews and retrospectives to support predictable high-quality delivery.
- Coordinate dependencies and sequencing within and across teams when needed.
- System Integrity & Product Understanding
- Develop deep understanding of product workflows data models integrations and downstream impacts.
- Anticipate how changes affect the broader system and ensure solutions fit coherently within the platform.
- Protect long-term product quality while enabling continuous delivery.
- Customer & Stakeholder Collaboration
- Engage customers and internal stakeholders for requirements clarification workflow validation UAT and post-release feedback.
- Represent the voice of the customer within the delivery team to ensure solutions solve real problems.
- Partner closely with Product Managers Engineering Design QA and Client Success.
- Release & Readiness
- Validate release readiness for your scope ensuring quality completeness and operational readiness.
- Support accurate release communication by ensuring functional behavior constraints and impacts are well understood.
- Lead technical and functional training for Client Success Support and Sales teams prior to every release.
- Oversee user manuals and configuration guides ensuring that Marketing and Sales materials are technically accurate.
- AI as a Core Work Skill
- Use AI tools to improve clarity quality and delivery efficiency.
- Apply AI to synthesize feedback validate requirements surface edge cases and improve documentation quality.
- Ensure AI-assisted outputs are reviewed validated and used responsibly in a regulated environment.
What Success Looks Like
- Backlogs are consistently ready clear and trusted by Engineering.
- Defects are prevented early through strong requirements and acceptance discipline.
- Releases are predictable stable and fit for use.
- Product Managers trust that outcomes are translated accurately and executed with quality.
- The system remains coherent and maintainable as it evolves.
- Teams move faster because ambiguity and rework are reduced.
Formal Qualifications
- 35 years of experience as a Product Owner or in a similar product delivery role within an Agile environment.
- Experience delivering B2B SaaS or enterprise software; fintech or regulated industry experience is a strong asset.
- Solid understanding of iterative delivery Agile principles and cross-functional collaboration.
- Demonstrated ability to define high-quality requirements and acceptance criteria.
- Comfort working with complex systems data flows and inter-team dependencies.
- Strong written and verbal communication skills.
- Experience with modern product and delivery tools (e.g. Jira Confluence or equivalent).
- CSPO or equivalent practical experience is a plus.
Proven Qualities
- Strong sense of ownership and accountability for quality and readiness.
- Ability to simplify complexity and bring clarity to ambiguous problems.
- Systems thinker who understands how parts connect and impact one another.
- Pragmatic detail-oriented and outcome-focused.
- Curious learning-oriented and comfortable adopting new tools including AI to improve effectiveness.
- Advanced degree in a technical or business field.
- Experience with regulatory frameworks.
$0 - $0 a year
The salary range for this role is currently under review and will be finalized prior to offer. Compensation will be aligned with internal equity experience and scope of responsibilities.
The Work Environment
Downtown Toronto HQ with hybrid flexibility (3 days in-office/remote). Collaboration across North America Europe and Latin America. Occasional extended hours for time-sensitive initiatives or global team alignment.
Why Join Us
At Univeris youll be part of a product organization that:
- Is actively modernizing from on-premise to SaaS.
- Values clear ownership and high-quality execution.
- Treats Product Ownership as a craft not a coordination role.
- Invests in learning systems thinking and modern product practices.
Youll help build software that financial advisors and firms rely on every day - and youll do it in an environment that values clarity trust and impact.
Univeris is committed to diversity and inclusion and welcomes applications from qualified individuals of all backgrounds. Accommodations are available upon request during the recruitment process.
We may use artificial intelligence (AI) tools to support parts of the hiring process such as reviewing applications analyzing resumes or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed please contact us.
Who We AreUniveris 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...
Who We Are
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 25000 financial advisors and 1.5 million investors in 12 countries rely on our platform representing over $450B in Assets Under Administration.
We help our clients streamline portfolio management drive efficiencies and create meaningful value. At Univeris we value talent innovation and ideas. We empower employees to act boldly learn continuously and deliver solutions that matter.
The Opportunity
We are looking for a Product Owner to play a critical role in our ongoing SaaS transformation and product modernization journey.
This role is ideal for a product professional who takes pride in quality clarity and delivery excellence someone who thrives at the intersection of Product Management and Engineering and is motivated by ensuring that what ships is complete correct and fit for use.
You will be embedded in a cross-functional product team working closely with Product Managers Engineers Designers and QA to translate product outcomes into clear testable and executable scope while maintaining the integrity of complex financial systems.
The Role
As a Product Owner at Univeris you are accountable for delivery readiness backlog integrity and system quality within your product domain.
You do not own the product roadmap or commercial strategy - that accountability sits with Product Management. Instead you own how value is delivered ensuring that work is well-defined validated and ready to ship with confidence.
Key Responsibilites
- Backlog & Delivery Readiness
- Own and maintain a prioritized delivery-ready backlog aligned to Product Manager-defined outcomes.
- Ensure work entering development is sufficiently defined understood and sequenced for effective sprint execution.
- Own requirement quality not document volume - producing lightweight fit-for-purpose artifacts (including PRDs when appropriate).
- Requirements & Quality Ownership
- Translate product outcomes into clear user stories acceptance criteria and validation approaches.
- Identify and incorporate non-functional requirements such as security data integrity performance and scalability.
- Act as the quality gatekeeper for your domain with authority to accept or reject work based on acceptance criteria and readiness standards.
- Sprint & Iteration Planning
- Partner with Engineering on sprint and iteration-level planning refinement and execution.
- Participate in sprint planning backlog refinement reviews and retrospectives to support predictable high-quality delivery.
- Coordinate dependencies and sequencing within and across teams when needed.
- System Integrity & Product Understanding
- Develop deep understanding of product workflows data models integrations and downstream impacts.
- Anticipate how changes affect the broader system and ensure solutions fit coherently within the platform.
- Protect long-term product quality while enabling continuous delivery.
- Customer & Stakeholder Collaboration
- Engage customers and internal stakeholders for requirements clarification workflow validation UAT and post-release feedback.
- Represent the voice of the customer within the delivery team to ensure solutions solve real problems.
- Partner closely with Product Managers Engineering Design QA and Client Success.
- Release & Readiness
- Validate release readiness for your scope ensuring quality completeness and operational readiness.
- Support accurate release communication by ensuring functional behavior constraints and impacts are well understood.
- Lead technical and functional training for Client Success Support and Sales teams prior to every release.
- Oversee user manuals and configuration guides ensuring that Marketing and Sales materials are technically accurate.
- AI as a Core Work Skill
- Use AI tools to improve clarity quality and delivery efficiency.
- Apply AI to synthesize feedback validate requirements surface edge cases and improve documentation quality.
- Ensure AI-assisted outputs are reviewed validated and used responsibly in a regulated environment.
What Success Looks Like
- Backlogs are consistently ready clear and trusted by Engineering.
- Defects are prevented early through strong requirements and acceptance discipline.
- Releases are predictable stable and fit for use.
- Product Managers trust that outcomes are translated accurately and executed with quality.
- The system remains coherent and maintainable as it evolves.
- Teams move faster because ambiguity and rework are reduced.
Formal Qualifications
- 35 years of experience as a Product Owner or in a similar product delivery role within an Agile environment.
- Experience delivering B2B SaaS or enterprise software; fintech or regulated industry experience is a strong asset.
- Solid understanding of iterative delivery Agile principles and cross-functional collaboration.
- Demonstrated ability to define high-quality requirements and acceptance criteria.
- Comfort working with complex systems data flows and inter-team dependencies.
- Strong written and verbal communication skills.
- Experience with modern product and delivery tools (e.g. Jira Confluence or equivalent).
- CSPO or equivalent practical experience is a plus.
Proven Qualities
- Strong sense of ownership and accountability for quality and readiness.
- Ability to simplify complexity and bring clarity to ambiguous problems.
- Systems thinker who understands how parts connect and impact one another.
- Pragmatic detail-oriented and outcome-focused.
- Curious learning-oriented and comfortable adopting new tools including AI to improve effectiveness.
- Advanced degree in a technical or business field.
- Experience with regulatory frameworks.
$0 - $0 a year
The salary range for this role is currently under review and will be finalized prior to offer. Compensation will be aligned with internal equity experience and scope of responsibilities.
The Work Environment
Downtown Toronto HQ with hybrid flexibility (3 days in-office/remote). Collaboration across North America Europe and Latin America. Occasional extended hours for time-sensitive initiatives or global team alignment.
Why Join Us
At Univeris youll be part of a product organization that:
- Is actively modernizing from on-premise to SaaS.
- Values clear ownership and high-quality execution.
- Treats Product Ownership as a craft not a coordination role.
- Invests in learning systems thinking and modern product practices.
Youll help build software that financial advisors and firms rely on every day - and youll do it in an environment that values clarity trust and impact.
Univeris is committed to diversity and inclusion and welcomes applications from qualified individuals of all backgrounds. Accommodations are available upon request during the recruitment process.
We may use artificial intelligence (AI) tools to support parts of the hiring process such as reviewing applications analyzing resumes or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed please contact us.
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