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 25,000 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 seeking an experienced Product Manager with direct wealth management domain experience to own outcomes for a defined product area and support our ongoing SaaS transformation.
This position is being hired as an 18-month maternity leave coverage, supporting business continuity and product delivery during the leave period.
This role is for a product leader who understands how wealth management firms operate, including advisor workflows, account structures, regulatory constraints, and operational realities, and can translate that expertise into clear product strategy, priorities, and outcomes.