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.
• Collaborate with Engineering, Architecture, Design, Client Success, Sales, and Operations.
• Act as the primary decision-maker for product direction within your domain.
• 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.
• Go beyond simple usage by building pipelines of AI agents that systematically take in customer feedback, write product specs, prototype concepts, and ship small features.
• Develop robust AI systems that the broader team relies on (e.g., automated monitoring of support tickets, NPS analysis, or sentiment tracking).
• Redesign how product ships by abandoning the previous status quo and leading new, AI-native ways of building products.
• Identify opportunities where AI can improve wealth management workflows or operational efficiency.

Accountant

• Manage the full A/R cycle — client invoicing, collections, cash application, and aging follow-ups
• Prepare and issue invoices accurately and on time (milestone billing, licensing, recurring, and ad hoc)
• Manage credit memos, re-billing, and invoice amendments
• Serve as the primary finance contact for client billing inquiries
• Coordinate with Project Managers and Sales on billing milestones and contract terms
• Monitor outstanding balances and escalate collection issues proactively
• Review semi-monthly/bi-weekly payroll for Canadian employees
• Coordinate with HR on new hires, terminations, and payroll changes
• Prepare and post journal entries, accruals, and monthly reconciliations
• Assist with cash flow, month-end and quarter-end close activities
• Manage intercompany invoicing and reconciliations across entities
• Support expense report review and approval workflows in NetSuite
• Maintain organized financial records and documentation
• Assist in the coordination of annual audits by preparing audit schedules, supporting documentation, and responding to auditor inquiries
• Support the annual budgeting process and periodic forecast updates
• Assist with variance analysis against budget and actuals
• Prepare financial analyses and reports as requested by the Controller or CFO
• Support special projects including system improvements, process automation, and M&A due diligence as needed

Product Manager

General Accountant – Contract