Job at a glance
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 Conti