Product Owner/manager
April 9 2024
Industries
Bank, Insurance, Financial services
Categories Trading, Asset management
Remote
Toronto, ON • Full time
Who we are
Univeris has been successfully building and modernizing wealth management software for over 30 years. We are the go-to solution for many financial services firms (e.g., mutual fund dealers, securities dealers, wealth management firms and insurance companies) that want to stay competitive in an intriguingly digital world. To date, more than 25,000 financial advisors and 1.5 million investors in 12 countries have converted to our money-managed platform—with over $450B in Assets Under Administration. Why? Because we have the technology to streamline portfolio management, drive efficiencies and improve productivity.
At Univeris, we value talent and ideas. This means our employees have the freedom to do things they know would be great and meaningful for our clients and for the company. We're looking for people who are creative, get excited by new opportunities to learn and grow and feel at home by an organization that supports them. Ready to start your career?
The Opportunity
Univeris is embarking on a multi-year program of initiatives to transform our products and business to position us for growth in the Canadian wealth management industry driven by the new regulator CIRO. To ensure this transformation program's success, we seek an experienced software Product Manager to deliver new and enhanced products to market. Product Managers at Univeris bridge the gap between the business and product development to realize our corporate objectives. The role has significant interactions outside the product development team, including customers, marketing, internal stakeholders, product designers, software engineers and architects.
The Role
- Developing and maintaining a Product Roadmap in collaboration with product leadership to realize the goals of the product's vision and corporate objectives.
- Preparing product and business requirements documents to support product development initiatives.
- Defining and communicating relevant product requirements in collaboration with customers, business analysts and other stakeholders.
- Maintaining and prioritizing a sufficient backlog of ready-to-work backlog items to facilitate sprint planning, such as epics, user stories and tasks.
- Accepting user stories as being completed based on their established acceptance criteria and the definition of done. The Product Manager also fulfills a critical quality assurance function, focusing primarily on fitness for use.
- Planning and executing the launch strategy for each product release in collaboration with key stakeholders to ensure all teams are enabled.
- Proactively participate in release and product increment planning.
- Leading the product team members in writing stories, with accountability for maintaining a healthy backlog of stories.
- Ensuring user stories are "ready" for development to start work according to an established "definition of ready" in collaboration with the Product Team.
- Ensuring each user story has the necessary Acceptance Criteria defined in collaboration with the product team.
- Coordinating dependencies and activities with the entire Product Team as necessary to support "team-of-teams" initiatives.
- Sharing market information and business insights with the Product Team to give context to the requirements to help ensure that the team is solving the correct problems.
- Continuously developing relevant product domain expertise and sharing that expertise with the product team.
- Tracking progress toward program increment and release objectives and communicating to the organization.
- Defining new user personas as necessary in conjunction with the product team and user experience experts.
- Leading program increment planning activities for the product team.
- Participating in all Agile ceremonies with the product team, including daily standups, sprint planning, backlog refinement, demos and retrospectives.
- Collaborating with Scrum Masters to practice agility and capitalize on Scrum to maximize the product value and ensure continuous improvement.
- Presenting the work summary for the product team in sprint reviews and inviting appropriate stakeholders to give feedback.
- Contributing to and reviewing product release documentation, including user and technical guides.
- Assisting Product Marketing with creating product collateral, presentations and thought leadership articles.
- Continuously building and maintaining productive relationships with customers.
The Product Manager is associated with one or more cross-functional product teams and fulfills the primary accountabilities outlined below for all assigned products.
The Product Manager fulfills the following responsibilities for all assigned products and product capabilities:
The Successful Candidate
- 3-6 years of industry experience as a Product Manager in an Agile software development environment.
- Expert level understanding of Agile product management principles with Scrum.
- Working knowledge of the Atlassian suite (Jira & Confluence) or similar tools.
- Experience coaching and developing less experienced Product Managers.
- Leadership - proven ability to lead a high-performance team and deliver in a fast-paced and dynamic environment.
- Communication - able to clearly and concisely communicate in verbal and written form to both internal and customer stakeholders, with emphasis on understanding the customer's perspective.
- Organization - consistent and structured in managing information, documentation, agile boards and other artifacts produced.
- Learning agility - ability to quickly learn new business and technical concepts and apply them in delivering value.
- Experience working for an Independent Software Vendor (ISV) delivering B2B software products.
- Experience with regulatory organizations and frameworks, such as IIROC or the MFDA (CIRO).
- Proven ability to take on the leadership of large-scale enterprise software products and quickly develop expertise in that domain.
- Hands-on experience in the wealth management industry (ideally) or financial services.
- Pragmatic Marketing, CSPO or similar Product Management certifications.
- Experience trading stocks or making personal investment decisions.
Your Formal Qualifications
Your Proven Qualities
Extras You Might Offer As Tiebreakers
The Work Environment
Our mid-sized office environment is in a great location downtown - we are right by St. Lawrence Market, close to the Distillery District, and 10 minutes away from the Financial District! Work may be in-office, remote, or hybrid, collaborating with other team members in-personal and digitally during regular business hours. We offer a flexible schedule, however, some work outside of normal business hours may be required on occasion due to time-constrained activities or collaborating with remote teams
Our Culture
Our culture is what makes Univeris a fantastic place to work! We have an inclusive work environment that is collaborative, dynamic, and open to new ideas. We incorporate integrity, honesty, and commitment into all aspects of our business functioning. From our open-door policy to our engaging company events, we take every opportunity to ensure that our employees are empowered, valued, and celebrated. In addition to our culture, we have other amazing benefits and perks that we offer to ensure you are at your best:
- Competitive compensation reviewed twice a year
- Robust health benefits, including yearly health care spending account available since day one and matching RRSP contribution program.
- Schedule flexibility - we know our employees have lives outside of work and don't mind if you need to run to a mid-day doctor's appointment or pick up a kid early from school!
- Regular social events (both in-person and virtual), care packages, team lunches, and more.
- Work From (Almost) Anywhere Policy: you can work from (almost) anywhere for up to 3 months.
- Vacation entitlement grows with your tenure
- Personal and Sick Days are provided to the whole organization
- Professional Development and Growth opportunities as we are in a high-growth mode including mergers and acquisitions, massive projects in the pipeline and constantly changing dynamics of post-pandemic reality
At Univeris, we embrace diversity and inclusion and are committed to equal employment opportunities. We welcome applications from qualified individuals from all backgrounds. Persons with disabilities who need accommodation in the application process may e-mail a request to careers@univeris.com.
We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.
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