Job Description

See yourself being part of a large, transformational change? This could be the role for you!

At Iress, we make things happen
We believe technology should help people perform better every day. Since our beginning in 1993, people across financial services have trusted us to take their performance to the next level. From the world's most established financial brands to new and disruptive players, we help improve every aspect of our clients' businesses so that they can work better, every day. Iress is one of Australia's largest technology companies and employs more than 1900 people across Asia Pacific, North America, Africa and UK & Europe.
Drive client success and growth with Iress.
We're seeking an experienced Account Manager to build trusted relationships, drive revenue growth, and ensure client satisfaction within our Wealth Financial Advice segment. This role blends commercial acumen, financial advice software expertise, and a client-first mindset.
What you'll do:
Accountabilities & DeliverablesBuild and maintain strong client partnerships with key decision-makers Drive retention, upselling, and new business acquisition Position Iress solutions to address client strategies and challenges Lead account planning, forecasting, and commercial negotiations Support product adoption, onboarding, and feature implementation.

What you will bring:
Qualifications and Certifications5+ years in financial services, ideally in Wealth Financial Advice Professional certification such as CFA (Chartered Financial Analyst) or CFP (Certified Financial Planner) or equivalent (preferred) Strong knowledge of financial advice software and industry trends Proven sales and account management track record. Excellent relationship management and negotiation skills

Our Culture & Why You'll Love Working Here
At Iress, we help financial services perform better every day. We offer flexible work, long weekends, generous parental leave, and community initiatives. We thrive on knowledge sharing, continuous improvement, and an outcomes-based culture, supported by a team where diversity and inclusion are celebrated.
Apply now to grow your career and client impact with us.#Li-Hybrid

Employment Type
Employee
Time Type
Full time