Job Description

The Company

Univeris, headquartered in Toronto, Canada, is a privately held company and is the leader in enterprise wealth management for the Canadian market. Founded in 1991, Univeris has over 150 staff and 25 leading financial services clients representing over 12,000 financial advisors on the platform. It offers the most comprehensive wealth management solution for financial advisors in the credit union, banking, insurance and investment dealer sectors.
Univeris is a world-class technology platform that boasts a number of firsts in Canadian mutual fund distribution, including real-time processing, web access, built-in compliance, plus GIC and segregated funds processing capabilities. Technology innovation is one of the cornerstones of Univeris' product development strategy, and through its Evergreen approach to technology, new features and capabilities transparently integrate into the platform.

Position Overview

We are looking for a seasoned

Program Manager

(PM) to join our Professional Services (PS) team and lead complex, enterprise-scale delivery programs involving

SaaS transitions

,

System Integrators (SIs)

, and cross-functional stakeholders. This individual will ensure that customer transition programs are executed with rigor, transparency, and predictability--ultimately driving successful outcomes for our clients.
This role is a critical contributor to our customer delivery strategy and will shape how we scale implementation practices across diverse customer engagements.
The PM primary responsibility is to oversee the end-to-end service delivery process, ensuring adherence to SLAs, fostering strong client relationships, and driving continuous improvement initiatives. The PM acts as the main point of contact for clients, managing their expectations and serving as an advocate for their needs within our organization.
###

Key Responsibilities

Lead the

program-level planning and execution

of large-scale customer transitions and professional services engagements. Partner with

Client's System Integrators (SI)

and

Program Managment Office (PMO)

to manage dependencies, workstreams, and deliverables across integrated teams. Establish and enforce

program governance

, including status reporting, milestone tracking, risk/issue management, and communication cadence. Collaborate with internal

PS

,

Sales

,

Customer Success

,

SaaS

, and

Product

teams to align on timelines, responsibilities, and outcomes. Develop and execute a

detailed project plan

, including timelines, resource allocation, and risk management strategies. Act as the primary point of contact for clients throughout the transition, addressing their concerns and ensuring alignment with their needs. Ensure programs are delivered

on time, within scope, and within budget

, maintaining a high level of customer satisfaction. Create repeatable processes, templates, and artifacts to support scalable program execution. Support financial tracking and forecast reviews for program-level budgets. Training and Support: Develop and deliver training programs for client teams to ensure a smooth adoption of the SaaS solution.
###

Qualifications

7+ years of experience in

Program or Project Management

, with at least 3 years in

Professional Services or enterprise software delivery

. Experience leading programs involving

System Integrators

, external partners, and global delivery teams. Demonstrated knowledge of

PMO best practices

and tools (e.g., Jira, MS Project, Smartsheet). Strong understanding of software/SaaS or technology infrastructure environments. Exceptional stakeholder management, communication, and conflict resolution skills. Ability to operate across technical and business teams, driving accountability and transparency Proven track record of managing

large-scale transition projects

successfully. Strong understanding of ITIL framework and best practices related to service delivery.

Skills

Strong understanding of SaaS platforms and cloud-based technologies. Excellent project management skills, with the ability to develop and execute detailed project plans. Exceptional client management and communication skills, with the ability to build and maintain strong client relationships. Excellent communication and interpersonal skills, with the ability to effectively engage with clients and internal stakeholders at all levels. Demonstrated leadership abilities, including the capacity to inspire and motivate teams to achieve common goals. Analytical mindset with the ability to interpret performance data and drive data-driven decision-making. Exceptional problem-solving skills and the ability to thrive in a fast-paced, dynamic environment.

Nice to have

Fluency in Spanish to conduct business discussions Finance industry experience Education Bachelor's degree in Information Technology, Business Administration, or a related field. PMP or similar project management certification is a plus.

The Work Environment

Our location is downtown Toronto in a small office environment.
Work is hybrid, collaborating with other team members in-person and digitally during regular business hours.
Some work outside of normal business hours may be required on occasion due to time-constrained activities or collaborating with remote teams.

At Univeris, we embrace diversity and inclusion. 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.