Director Technology Operations

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.

The Role

• 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.
  
  

The Successful Candidate

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.
  
  

Your Proven Qualities

• Demonstrated expertise in building and managing mature, process-driven technology operations teams.
• Exceptional discipline in planning, execution, and results-oriented management.
• Mastery of creating, documenting, and implementing Standard Operating Procedures (SOPs) in a technology environment.
• Proven ability to manage, mentor, and empower global, remote teams, fostering a culture of accountability.
• Deep understanding of how to define, track, and leverage operational KPIs, OKRs, and SLOs to improve performance.
• Excellent technical writing skills and a commitment to thorough documentation.
• Superb communication and stakeholder management skills, with experience presenting to senior leadership.
• A pragmatic approach to technology, focused on realistic assessments and foundational stability.
• Experience working in an agile environment
  
  

Extras You Might Offer As Tiebreakers

• Relevant certifications such as ITIL, PMP, or COBIT.
• Deep experience in the financial services or wealth management technology sector.
  
  

The Work Environment

• Our mid-sized office is in a fantastic downtown location — just a 5-minute walk from Union Station, making it ideal for commuters, and right on the edge of the Financial District.
• We work on a hybrid model with two in-office days per week, combining the benefits of in-person collaboration with the flexibility of remote work.
• 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.

Benefits

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!
• 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 opportunity. 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 [email protected].

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Additional Information

Please note: The salary range listed is a placeholder and not reflective of the actual compensation. Final compensation will be discussed during the interview process based on experience and fit.