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 Company
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 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 adecuado 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.
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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 methodo

📌 Customer Success Director (Ciudad de México)
🏢 Univeris
📍 Ciudad de México