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

We are seeking an experienced and operationally-driven leader for the role of Director, Technology Operations. Reporting directly to the CTO, the successful candidate will be responsible for transforming our global technology operations into a disciplined, process-oriented, and highly efficient organization. This is a critical role focused on building a scalable operational framework, harmonizing our global teams, and fostering a culture of accountability and self-sufficiency. The ideal candidate is a hands-on leader who thrives on creating order, documenting processes, and delivering measurable results.

YOUR FORMAL QUALIFICATIONS

• Bachelor’s degree in Computer Science, Information Technology, or a related field; advanced degree preferred.
• Proven experience (8+ years) in a leadership role overseeing technology operations, with a strong emphasis on infrastructure, IT service management, and process engineering.
• Full proficiency in both English and Spanish is mandatory.

• Operational Accountability: Hold ultimate accountability for the stability, reliability, and performance of the global technology operation, including incident management, service delivery, and infrastructure uptime.
• Operational Framework Development: Design, implement, and enforce a robust operational framework, including comprehensive Standard Operating Procedures (SOPs), for all technology operations functions (e.g., SecOps, Corporate Infrastructure, DevOps, and SaaS Operations).
• Strategic Planning & Execution: Instill a culture of disciplined planning and execution with a focus on measurable outcomes. Implement rigorous project management methodologies, including effort estimation, clear prioritization, and the distinct tracking of planned (project) versus unplanned (incident) work.
• Process Harmonization: Lead the harmonization of our global teams in Canada, Spain, and LATAM by standardizing procedures, documentation, and operational tooling. Create a consistent, scalable, and well-engineered service delivery model.
• Performance Management: Define, measure, and report on key operational metrics (KPIs), objectives (OKRs), and service level objectives (SLOs) to provide clear visibility into the health and performance of technology operations and to drive data-informed decision-making.
• Team Leadership & Mentorship: Manage and mentor a distributed, global team, fostering self-sufficiency and accountability through clear processes and documentation rather than constant direct oversight.
• People Management: Lead all aspects of team management for a global, distributed team, including hiring, onboarding, formal performance management, and defining career development pathways to nurture and retain talent.
• Stakeholder Communication: Communicate effectively with C-level stakeholders, providing clear, concise updates on operational performance, strategic initiatives, risk management, and project status.
• Vendor & Security Management: Manage relationships with technology vendors and service providers to ensure effective service delivery. Ensure all operations adhere to strict security measures and are compliant with relevant regulations and industry standards.
• Documentation Excellence: Champion and enforce high standards for technical writing and documentation across the team, ensuring processes and infrastructure are clearly documented to support global scalability.