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.

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

Salary Range

$1,163,465 - $1,359,417 a year

We aim to hire all candidates between the minimum and the midpoint of the full salary range. We reserve the midpoint to the maximum of the salary band for internal employees who demonstrate sustained high performance and impact at Univeris. The final offer amount for this role will be dependent on individual experience and skillset of the candidate.

The Work Environment

Work is performed from home office

Periodic travel to clients is required (10-20%)

Diversity, Equity & Inclusion
At Univeris, we are committed to fostering an inclusive workplace where diverse perspectives are valued and respected. We welcome applications from qualified candidates of all backgrounds and experiences.

Univeris is committed to providing accommodations throughout the recruitment process in accordance with applicable accessibility legislation. If you require accommodation at any stage of the hiring process, please contact [email protected].

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📌 Customer Success Director (México)
🏢 Univeris
📍 México