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.
We are seeking an experienced Product Manager with direct wealth management domain experience to own outcomes for a defined product area and help drive our SaaS transformation.
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.
As a Product Manager at Univeris, you are accountable for product strategy, prioritization, and value realization within your domain.
You own the entire product lifecycle, from defining the 'why' and the 'what' to overseeing the 'how.' You are responsible for translating strategic outcomes into executable scope, ensuring that every release is delivered with quality and aligns with our success metrics.