Product Owner

Univeris
•Remote

About The Position

Univeris is seeking a dynamic Product Owner, Services to join their team. This role is crucial in defining, selling, and executing service-based development projects to deliver new and enhanced product solutions and capabilities to clients. The Product Owner will be embedded in a cross-functional Product Team, collaborating closely with clients, internal stakeholders, software engineers, and architects. The position requires professional fluency in both English and Spanish, as the role involves regular collaboration with Spanish-speaking clients and colleagues across Latin America. The company, Univeris, is a world leader in enterprise wealth management software with over 30 years of experience, serving numerous financial services firms and supporting a significant volume of assets under administration. Univeris is currently undergoing an exciting transformation of its Advisor and Enterprise Wealth Management Platforms.

Requirements

  • A minimum of 2 years of industry experience as a Product Owner in an Agile software development environment.
  • Demonstrable understanding of Agile product management principles with Scrum.
  • Working knowledge of the Atlassian suite (Jira & Confluence) or similar tools.
  • CSPO certification or equivalent work experience.
  • Working knowledge of SQL.
  • Working knowledge of APIs.
  • Working knowledge and experience using AI tools, including ChatGPT/Claude/Gemini/Figma.
  • Ability to create Product Artifacts.
  • Professional proficiency in English and Spanish (written and spoken).
  • Learning agility - the ability to quickly adapt to new business domains and technical concepts and apply them in delivering value.
  • Leadership - proven ability to lead a high-performance team and deliver in a fast-paced and dynamic environment.
  • Collaboration - able to work collaboratively in a team-of-teams development 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 - being very consistent and structured in managing information, documentation, agile boards, and other artifacts produced.

Nice To Haves

  • Experience working as an agile Product Owner in a professional services organization, delivering software development solutions for clients.
  • Experience working in WealthTech, FinTech or Enterprise software.
  • Knowledge of the different wealth management services (advisory, discretionary, etc.).
  • Demonstrated experience moving into new business domains and quickly adapting.
  • Experience trading stocks or making personal investment decisions.
  • A business or technical degree.

Responsibilities

  • Defining and communicating requirements and business value in collaboration with the client, solution engineering, and other stakeholders.
  • Documenting requirements in a Product Requirements Document and Statement of Work.
  • Playing an important role in the sale and scoping of service-based engagements.
  • Maintaining and prioritizing a sufficient backlog of ready-to-work backlog items to facilitate Sprint Planning.
  • Accepting User Stories as being completed based on their established acceptance criteria and Definition of Done, fulfilling a critical quality assurance function focused on fitness for use.
  • Proactively participating in release and product increment planning.
  • Contributing to the Product Roadmap to realize the goals of the Product Vision and Strategy.
  • Collaborating with Product Team members in writing stories, taking accountability for a backlog of ready stories, and prioritizing them for Sprint Planning.
  • Collaborating with Scrum Masters to practice agility and capitalize on Scrum to maximize product value and ensure continuous improvement.
  • Ensuring that 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 other Product Owners as necessary.
  • Sharing market and client information and business insights with the Product Team to give context to the requirements.
  • Continuously developing relevant product domain expertise and sharing that expertise with the Product Team.
  • Tracking progress towards Product Increment and Release objectives and communicating to the organization.
  • Prioritizing customer-reported deficiencies, defects, and enhancements as part of the Product Backlog.
  • Leading Program Increment (PI) 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.
  • Presenting the summary of work for the Product Team in Sprint Reviews and inviting appropriate stakeholders to give feedback.
  • Understanding the Product Vision and Product Strategy and articulating it to the Product Team.
  • Reviewing and contributing to user and technical guides to ensure they are updated and completed to coincide with Release milestones.
  • Ensuring that all product documentation follows corporate standards and practices.
  • Preparing product release documentation.
  • Preparation of product collateral to ensure relevance and accuracy.
  • Representing the voice of the customer within the Product Team to ensure that solutions are built to deliver value to the customer.
  • Continuously building and maintaining productive relationships with customers.

Benefits

  • Work is performed from home office.
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