Location Requirement: Mexico City, Mexico
This position is based in Mexico City and is intended for candidates currently residing in Mexico City or the surrounding metropolitan area. While the role is primarily home-based, the successful candidate must be locally based to support client meetings, industry events, executive engagements, and other in-person business activities. Candidates located outside the Mexico City area will NOT be considered.
The CompanyUniveris, 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 100 staff and 15 leading financial services clients representing over 17,000 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.
About the Role:
At Univeris, client relationships are our top priority. We're looking for a dedicated and personable CSD to ensure the needs of our customers are met, create long-term, trusting relationships with our customers, develop new business from existing clients and actively seek new sales opportunities.
The ideal candidate is a self-motivated and strategic thinker who loves to help solve problems. You thrive in a fast-paced setting and aren't afraid to wear a few hats and try new things. You understand the value of accountability and like to be part of a team. For this role, deep familiarity with the Mexican wealth management landscape and an established network of senior industry relationships are essential to success.
Major Duties & Responsibilities
Serves as the main point of contact in all matters related to client concerns and needs
Build and strengthen client relationships to achieve long-term partnerships
Work with sales and other internal teams to develop strategic account plans and ensure KPIs are being met
Use sales techniques, processes and methodology to effectively manage accounts and up-selling opportunities
Actively sells additional services and modules to existing clients
Develop a thorough understanding of our products and service offerings to better upsell and cross-sell to clients
Maintain accurate client records, keeping track of any contract updates and renewals
Analyze customer data to improve customer experience
Maintain a detailed understanding of products and services, assist customers with questions and suggest the best products for their needs
Ensure visibility of program and customer health both internally and with customer teams
Leverage existing relationships with senior executives at wealth management institutions in Mexico to accelerate client engagement and trust
Act as the primary local representative of Univeris in the Mexican market, supporting regional marketing events and executive roundtables
Build and nurture relationships with local industry partners and influencers within the Mexican wealth management ecosystem
Requirements
Proven client managment and sales experience and track record of meeting or exceeding sales targets
Strong communication skills, both written and oral
Positive, client- and service-oriented personality
Business knowledge of Wealth Management Systems and Mutual Fund trading
Minimum 5 years of direct experience within the wealth management industry, with strong familiarity with financial advisory platforms, investment products, and regulatory frameworks
Established network of senior-level connections within the Mexican wealth management industry (banks, brokerages, casas de bolsa, investment dealers, or insurance firms)
Deep understanding of the Mexican financial services market, including regulatory environment (CNBV), local competitors, and client expectations
Ability to thrive in a fast-paced, results-oriented environment
Comfortable working independently with a high degree of autonomy in a local market
Passion for excellence
Consultative selling skills
Effective persuasion and negotiation skills
Effective collaborator -- able to bring in other selling/solution resources to engage a client while knowing when to lead and when to empower others
Motivated to hunt for new opportunities and expand client relationships
Mandatory - Fluent in Spanish and English
Education/Qualifications Required
Bachelor's degree or a combination of education and experience in Engineering, Information Systems, Business Administration, or Finance
Five or more years of experience in the wealth management industry, including four or more years in Account Management, Customer Success, or a similar client-facing role
Knowledge of relevant aspects of the IT/WealthTech industry is required
Proven track record of leveraging industry relationships to drive commercial outcomes in the Mexican financial services market
Skills Required
- Proven client management and sales experience with a record of meeting or exceeding sales targets
- Strong written and oral communication skills
- Business knowledge of wealth management systems and mutual fund trading
- At least five years of direct experience in the wealth management industry
- Established senior-level connections within Mexico's wealth management industry
- Deep understanding of the Mexican financial services market, including CNBV regulations, competitors, and client expectations
- Ability to work independently in a fast-paced, results-oriented environment
- Consultative selling, persuasion, and negotiation skills
- Ability to collaborate with sales and solution resources while leading client engagements
- Motivation to identify new opportunities and expand client relationships
- Fluency in Spanish and English
- Bachelor's degree or equivalent experience in Engineering, Information Systems, Business Administration, or Finance
- At least four years of experience in Account Management, Customer Success, or a similar client-facing role
- Knowledge of the IT and WealthTech industry
- Proven ability to leverage industry relationships to drive commercial outcomes in Mexico's financial services market
- Current residence in Mexico City or the surrounding metropolitan area
What We Do
Univeris is the leader in enterprise-class retail wealth management solutions for Canada's financial services industry. At Univeris, our focus is to build the best technology to help our clients grow their business and to provide superior competitive advantage. The Univeris platform, which supports mutual funds, segregated funds, GICs, cash and individual life and health insurance, is the leading retail wealth management solution for wealth firms across Canada. Univeris is the definitive, enterprise-level and single system for wealth management through its integrated management of back office operations, retail product distribution and compliance requirements, and a front office practice management system for advisors. Connect with us : Twitter: @UniverisCorp Instagram: @Univeris
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