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 75 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.
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.
At Univeris, when we are faced with new problems we work together to find solutions, we do what we say, and we are lifelong students.
The OpportunityAt Univeris, we believe that delivering mission-critical enterprise wealth management technology requires an uncompromising standard of talent and performance. Our human resources team operates as a high-leverage business partner that drives talent density, operational efficiency, and scalable enterprise growth.
Serving as the HR Manager, you will own North American HR operations end-to-end while leading the company-wide programs that determine whether Univeris attracts and retains top talent. This role centers on leading recruitment across North America, partnering with people managers to empower and equip them to own high performance standards, designing scalable retention and career pathways, and fostering AI-augmented HR automation alongside cross-border governance.
Key Responsibilities & Core Functions
Senior & Strategic Evaluation: Personally lead full-cycle recruitment, structured interviews, and candidate evaluations for mid-to-senior, leadership, and mission-critical technical/wealthtech roles.
Recruitment Architecture & Playbooks: Set the company-wide talent acquisition playbook, interview evaluation rubrics, and ATS pipeline standards (Lever).
AI-Augmented Candidate Bar: Define what "AI-augmented capability" looks like across core job families—evaluating whether candidates leverage modern AI tools (e.g., LLMs, copilot agents, automated workflows) to multiply their individual output.
Performance Management Framework: Co-design and roll out Univeris’s global performance appraisal cycles, goal-setting cadences, and calibration processes.
Talent Density & Capability Coaching: Partner with department heads through regular talent reviews to ensure role fit and accountability; provide the tools and guidance for targeted performance turnaround, exploring reassignment or managing thoughtful, compliant transitions where expectations cannot be met.
Cross-Border Regulatory Alignment: Coordinate with the Madrid HR Manager to harmonize single performance standards across regions.
Manager Leadership Coaching: Serve as a trusted advisor to people managers —training leaders to conduct rigorous 1-on-1s, deliver candid feedback,and proactively address performance blockers.
3. Retention Strategy & Total RewardsCareer Pathways & Internal Mobility: Address corporate survey feedback by architecting transparent job architectures, leveling rubrics, and promotion pathways to foster long-term career growth.
Non-Monetary Total Rewards: Champion impactful workplace flexibility, recognition programs, and employee experience initiatives that support day-to-day engagement and retention.
Retention Risk Analytics: Continuously monitor attrition data, employee engagement readouts, and exit interview themes; synthesize insights into concrete quarterly retention initiatives for senior leadership.
4. North American Operations, Compliance & Global BridgeRegional Legal Compliance: Own compliance with Canadian employment legislation (Ontario ESA, Human Rights Code, OHSA, AODA, and Pay Equity) and lead workplace investigations or sensitive employee relations matters.
Cross-Border EOR Oversight: Oversee outsourced Employer-of-Record (EOR) partnerships and service agreements ensuring regional statutory compliance.
Workplace Experience Governance: Oversee culture committee roadmaps, cross-office collaboration initiatives, and global Town Halls.
5. Operational Efficiency & AI AdoptionHR Workflow Automation: Champion the adoption of modern, AI-enabled tools and automated workflows to reduce administrative overhead and streamline daily operations.
Process Optimization & Scalability: Identify operational bottlenecks across the employee lifecycle, establishing standardized, self-serve processes that allow People operations to scale efficiently.
Data-Driven Business Storytelling: Deliver concise, ROI-focused talent metrics, headcount insights, and workforce trends to guide executive decision-making and strategic workforce planning.
2. Global Performance Turnaround & Talent Density
Candidate Qualifications
Experience: 6 to 8+ years of progressive HR management experience, with demonstrated success leading both operational HR compliance and commercial talent acquisition programs.
Talent Acquisition Mastery: Proven track record designing structured interview rubrics, sourcing passive talent, and personally evaluating senior or high-complexity technical/finance roles.
People Leadership & Mentorship: Demonstrated experience managing, coaching, and developing junior HR team members (HR Generalists, Coordinators, or Recruiters).
Canadian Employment Law: Deep, practical command of Ontario employment standards (ESA),termination protocols, human rights, and workplace investigations.
Performance Management Depth: Hands-on experience structuring performance calibration grids, leading difficult manager coaching sessions, and executing performance improvement plans or exits.
AI & Tech Literacy: Practical comfort utilizing modern AI tools to accelerate HR deliverables, coupled with the ability to assess AI competency in candidates.
Systems Fluency: Hands-on experience with modern cloud HR ecosystems—such as BambooHR, Lever (or similar ATS), Confluence, Jira, and Slack.
Industry Background: Direct background within B2B SaaS, Wealthtech, FinTech, or fast-scaling technology companies.
Language Proficiency: Professional working proficiency or fluency in Spanish
Multi-Jurisdiction Exposure: Prior exposure to cross-border workforce coordination (Canada, US, and European/LATAM).
Professional Credentials: CHRP / CHRL designation or equivalent progressive certification.
Skills Required
- 6 to 8+ years of progressive HR management experience leading operational HR compliance and commercial talent acquisition programs
- Experience designing structured interview rubrics, sourcing passive talent, and evaluating senior or complex technical or finance roles
- Experience managing, coaching, and developing junior HR team members
- Deep practical knowledge of Ontario employment standards, termination protocols, human rights, and workplace investigations
- Hands-on experience with performance calibration, difficult manager coaching, performance improvement plans, and employee exits
- Practical experience using modern AI tools for HR work and assessing AI competency in candidates
- Hands-on experience with BambooHR, Lever or a similar ATS, Confluence, Jira, and Slack
- Background in B2B SaaS, Wealthtech, FinTech, or fast-scaling technology companies
- Professional working proficiency or fluency in Spanish
- Experience coordinating cross-border workforces across Canada, the United States, and Europe or Latin America
- CHRP, CHRL, or equivalent progressive certification
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
