Who We Are

Univeris has been building and modernizing wealth management software for over 30 years. We are the go-to solution for many financial services firms, including mutual fund dealers, securities dealers, wealth management firms, and insurance companies — seeking to stay competitive in a digital‑first world. Today, more than 25,000 financial advisors and 1.5 million investors in 12 countries rely on our platform, representing over $450B in Assets Under Administration. We help our clients streamline portfolio management, drive efficiencies, and create meaningful value. At Univeris, we value talent, innovation, and ideas. We empower employees to act boldly, learn continuously, and deliver solutions that matter. The Opportunity

This is an essential operational role for a detail‑oriented, results-driven professional with a passion for keeping financial engines running at peak performance. You will serve as the financial backbone of day-to-day operations owning core...