Univeris

Product Manager

• Own the product strategy and roadmap for a defined wealth management domain.
• Define clear problem statements, value hypotheses, and success metrics aligned to company objectives.
• Make prioritization decisions balancing client value, regulatory constraints, business impact, and delivery capacity.
• Bring deep, practical understanding of wealth management workflows (e.g., advisor operations, account lifecycle, trading, compliance, reporting).
• Anticipate regulatory and operational implications of product decisions.
• Serve as a trusted domain expert for Engineering, Design, Sales, and Client Success.
• Engage directly with wealth management firms, advisors, and internal stakeholders to validate problems and test solutions.
• Incorporate competitive and market insights specific to wealth technology.
• Translate customer needs into clear product direction and trade-offs.
• Translate strategy into an outcome-oriented roadmap.
• Communicate roadmap priorities, trade-offs, and rationale with clarity and confidence.
• Evaluate investments using data, learning, and business cases.
• Partner with Product Owners to translate outcomes into high-quality delivery scope.
• Collaborate with Engineering, Architecture, Design, Client Success, Sales, and Operations.
• Remain accountable for outcomes through delivery and launch.
• Participate in go/no-go decisions, balancing quality, readiness, and client impact.
• Ensure releases are supported with appropriate enablement and success measurement.
• Define and track success metrics to measure adoption, efficiency, and client impact.
• Use data and customer feedback to refine strategy and priorities.
• Leverage AI tools to accelerate research, insight synthesis, and decision-making.
• Identify opportunities where AI can improve wealth management workflows or operational efficiency.

Product Manager – Maternity Leave Coverage

• Be accountable for delivery readiness, backlog integrity, and system quality within your product domain.
• Own and maintain a prioritized, delivery-ready backlog aligned to Product Manager-defined outcomes.
• Translate product outcomes into clear user stories, acceptance criteria, and validation approaches.
• Partner with Engineering on sprint and iteration-level planning, refinement, and execution.
• Develop deep understanding of product workflows, data models, integrations, and downstream impacts.
• Engage customers and internal stakeholders for requirements clarification, workflow validation, UAT, and post-release feedback.
• Validate release readiness for your scope, ensuring quality, completeness, and operational readiness.