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.
5+ 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
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.
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What We Do
We're a global team of 2,300+ people building software that helps the financial services industry perform at its best.
From the world's most iconic financial services brands to advice firms of all sizes, challenger banks, insurers, investment managers, traders and brokers, more than 10,000 businesses and half a million people use our software to help them perform better and deliver more.
We operate across Asia Pacific, United Kingdom and Europe, North America and Africa. Follow or join the tech crew that's making it easier to love financial services.
