Product Owner

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 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

• 3–5 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, you'll 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.

You'll help build software that financial advisors and firms rely on every day - and you'll 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.

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