Client Relationship Manager - Investment Management

At Iress, 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.

Our employee benefits are some of the best in the industry, supporting our people at every life stage. It means we work smarter, happier, and healthier with long weekends, flexible ways of working, generous parental leave, opportunities to participate in our local community initiatives and a connected team culture.

Iress is committed to fostering a welcoming and inclusive culture. We strongly believe that diversity is what makes our teams and our products succeed. Our people have different experiences, skills, perspectives and beliefs and everyone’s uniqueness is valued and celebrated. Even if you feel you don’t meet all of the requirements of the role, we would still like to hear from you!

At Iress, we design technology that powers financial markets, wealth management, and the broader financial services ecosystem. As a Client Relationship Manager, you’ll work with investment managers, fund managers, and private wealth professionals who rely on our software to manage portfolios, execute trades, and serve their clients with confidence. You’ll be the primary link between Iress and your clients, ensuring our solutions deliver real value while driving retention, growth, and long-term partnerships.

What you’ll do

• Build and manage trusted relationships with key clients and decision-makers

• Understand client strategies, priorities, and challenges to shape meaningful solutions

• Drive account performance through retention, increased usage, and solution expansion

• Lead commercial discussions, forecasting, and account planning

• Support product adoption and educate clients on new features and releases

• Act as an escalation point to ensure an excellent client experience

What you bring

• 5+ years’ experience in financial services, wealth, or investment environments

• Strong understanding of financial markets, portfolio or wealth management workflows

• Proven experience managing and growing client accounts

• Confidence engaging with senior stakeholders and commercial decision-makers

• A client-first mindset with strong commercial judgement

Whom do you interact with

• Client Solutions, Product Support, Finance

• Business development managers 

• Client management coordinators

• Commercial operations team

• Clients and prospects

Qualifications & Certifications

• Bachelor’s degree in Commerce, Finance, Business Administration or related field (required)

• Professional certification such as CFA (Chartered Financial Analyst) or CFP (Certified Financial Planner) or equivalent (preferred)

• Minimum of 5 years of experience in Financial Services (required)

• Previous experience in Wealth or Portfolio Management, Investment Advisory or similar (preferred)

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