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.
Build your career at Iress!We are looking for a Product Solutions Specialist to join our Investment Management team. This role focuses on shaping product aligned solutions using strong investment management domain knowledge, ensuring client requirements are translated into practical, repeatable solutions that can be delivered smoothly by our teams. You’ll work closely with clients, product managers, and implementation specialists to design scalable solutions, support successful deployments, and ensure adoption of our products.
You will play a key role in ensuring our clients adopt and benefit from our investment management products. This is an opportunity to combine investment management domain expertise with business-technical understanding and client-facing engagement, working in a collaborative, innovative, and supportive team environment.
You will thrive here if you enjoy problem-solving, applying strong investment management domain knowledge, translating business and operating needs into product-aligned solutions, and working across teams to ensure successful client outcomes.
Strong, hands-on investment management domain experience is a non-negotiable requirement for this role.
Some of the awesome things you would involved with:Accountabilities & DeliverablesShape practical, repeatable product solutions aligned with investment management workflows, product capabilities, and client operating needs.
Support implementation teams by providing repeatable product solution patterns and guidance that support consistent implementation and adoption.
Gather requirements through workshops and stakeholder engagement, with a focus on investment operations, outcome requirements and day-to-day user workflows.
Act as a subject matter expert for implementation teams, guiding them through complex setups.
Engage with clients as a trusted advisor, providing training and helping them get the most out of our products.
Assist pre sales teams with feasibility insights and integration advice.
Key Relationships:
Implementation Team: Collaborating closely to ensure solutions are designed for seamless deployment and to provide support for complex escalations or troubleshooting needs.
Product Management: Aligning solution designs with product strategy, gathering insights on product roadmaps, and ensuring client needs are effectively represented in product planning.
Client Support Team: Acting as an escalation point for technical issues and providing expertise to help resolve complex client queries swiftly.
Commercial Teams: Supporting pre sales activities by advising on technical feasibility, customisation options, and integration requirements, which aids in setting client expectations.
Key Customers: Engaging with identified key clients to gather feedback, enhance advocacy, and serve as a trusted technical advisor, ensuring solutions meet their evolving needs.
Bachelor’s degree in Finance, Investments, Economics, Information Systems, or a related field.
(Technical degrees are only suitable where accompanied by strong, demonstrable investment management domain experience.)5+ years of experience in solution design, systems implementation, or business/technical consulting within financial services .
Strong expertise in requirements gathering, solution mapping, and documentation skills.
Client facing experience, with the ability to lead workshops and training sessions.
Hands-on experience working with investment or asset management platforms, including portfolio structures, asset classes, and operational workflows.
This role is product-led and domain-focused. It does not involve software engineering, technical solution architecture ownership, infrastructure design, or hands-on systems development. Candidates seeking an engineering or architecture-focused role will not be a fit.
Requirements Definition & Management: Ability to gather, clarify, and document client needs, ensuring alignment with both product capabilities and client objectives.
Solution Mapping & Design: Competence in creating solution blueprints that balance scalability, compliance, and usability.
Business-Level Integration Understanding: Strong conceptual understanding of how investment management solutions fit into broader financial services ecosystems.
Product & Domain Expertise: Applies strong investment management domain knowledge and product understanding to shape effective product solutions and influence improvements.
Documentation & Communication: Produces clear documentation and communicates technical concepts effectively to non technical stakeholders.
Client Focused Delivery: Strong stakeholder management skills; able to build trust and credibility quickly.
Quality Assurance Mindset: Identifies risks early, ensuring designs support performance, security, and compliance needs.
Problem Solving: Breaks down complex requirements into clear, actionable solutions.
Adaptability: Comfortable working in evolving client and product environments.
Collaboration: Works effectively across product, implementation, and client teams to achieve shared outcomes.
Initiative & Autonomy: Proactive in anticipating challenges and proposing solutions with minimal oversight.
Analytical Thinking: Uses evidence and insights to refine designs and optimise deployments.
Communication & Influence: Engages stakeholders with confidence, builds alignment, and ensures clarity.
Resilience: Maintains focus and quality under pressure or changing circumstances
Join us in shaping the future of financial services in Southern Africa.
Our mission is to provide locally relevant technology, backed by exceptional service and support, empowering our clients in trading, market data, advice, and investment management to deliver their best.
If you’re passionate about financial technology and excited to create solutions that drive the future of the industry, this is the place for you. We’re seeking innovative problem-solvers who are eager to grow their skills and capabilities. If you're driven by delivering outstanding service, thrive in a collaborative environment, and want to make a real impact, you’ll find a fulfilling career with us.
Our culture is rooted in values of going beyond, acting smart, and winning together, with adaptability, accountability, and inclusivity at the heart of everything we do. We offer industry-leading benefits that support you at every stage of life, including long weekends, flexible working, generous parental leave, and a connected team culture.
We’re excited to build the future of fintech—come be a part of it!
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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.
