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 ****, 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 idóneo 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 & ResponsibilitiesServes as the main point of contact in all matters related to client concerns and needsBuild and strengthen client relationships to achieve long-term partnershipsWork with sales and other internal teams to develop strategic account plans and ensure KPIs are being metUse sales techniques,



processes and methodology to effectively manage accounts and up-selling opportunitiesActively sells additional services and modules to existing clientsDevelop a thorough understanding of our products and service offerings to better upsell and cross-sell to clientsMaintain accurate client records, keeping track of any contract updates and renewalsAnalyze customer data to improve customer experienceMaintain a detailed understanding of products and services, assist customers with questions and suggest the best products for their needsEnsure visibility of program and customer health both internally and with customer teamsLeverage existing relationships with senior executives at wealth management institutions in Mexico to accelerate client engagement and trustAct as the primary local representative of Univeris in the Mexican market, supporting regional marketing events and executive roundtablesBuild and nurture relationships with local industry partners and influencers within the Mexican wealth management ecosystemRequirementsProven client managment and sales experience and track record of meeting or exceeding sales targetsStrong communication skills, both written and oralPositive, client- and service-oriented personalityBusiness knowledge of Wealth Management Systems and Mutual Fund tradingMinimum 5 years of direct experience within the wealth management industry, with strong familiarity with financial advisory platforms, investment products, and regulatory frameworksEstablished 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 expectationsAbility to thrive in a fast-paced,



results-oriented environmentComfortable working independently with a high degree of autonomy in a local marketPassion for excellenceConsultative selling skillsEffective persuasion and negotiation skillsEffective collaborator -- able to bring in other selling/solution resources to engage a client while knowing when to lead and when to empower othersMotivated to hunt for new opportunities and expand client relationshipsMandatory - Fluent in Spanish and EnglishEducation/Qualifications RequiredBachelor's degree or a combination of education and experience in Engineering, Information Systems, Business Administration, or FinanceFive 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 roleKnowledge of relevant aspects of the IT/WealthTech industry is requiredProven track record of leveraging industry relationships to drive commercial outcomes in the Mexican financial services marketSalary Range$1,163,465 - $1,359,417 a yearWe 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 EnvironmentWork is performed from home officePeriodic travel to clients is required ******%)Diversity, Equity & InclusionAt 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 ******.
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📌 Customer Success Director (Xico)
🏢 Univeris
📍 Xico