Relationship Manager

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. More than 10,000 businesses and 500,000 people use our software, from the world’s most iconic financial services brands to advice firms of all sizes, banks, insurers, investment managers, traders and brokers. Iress is one of Australia’s largest technology companies and employs more than 1,100 people across Australia, The United Kingdom, Africa, Canada, New Zealand and Asia.

Build your career at Iress!

Are you someone who knows how to make clients feel valued, heard and inspired? Do you love building relationships, having meaningful conversations, and presenting with confidence?

At Iress, we’re looking for a Senior Relationship Manager who brings grit, energy, curiosity and exceptional people skills. If you’re great at engaging clients, following up with purpose, and can own a room when presenting new ideas or technologies, we want to meet you.

Whether you come from financial services, mortgages, wealth, super or fintech, tech SaaS account management, or even agency recruitment with strong client management experience – if you can build trust fast, maintain relationships, and influence outcomes… this could be your next big step.

This role is a springboard into leadership, product, customer advocacy or broader commercial growth opportunities within a global ASX listed business.

In this role, no two days will look the same. You will:

• Become the trusted go-to contact for a portfolio of strategic clients

• Build deep, long lasting relationships with financial advice businesses and key decision makers

• Have regular client touchpoints: phone, video, in-person, that truly strengthen partnerships

• Present new tech releases, product enhancements and industry solutions to groups of 10–20+ external stakeholders

• Drive client engagement, product adoption and commercial outcomes through exceptional communication and follow-through

• Lead proactive conversations that uncover client needs, growth opportunities, and areas for uplift

• Collaborate with internal subject matter experts across product, tech and strategy to deliver client success

• Represent Iress at industry events, conferences and client forums
  Gain hands-on knowledge across Xplan and our Wealth ecosystem. No prior experience required, we’ll teach you!

You’ll thrive here if you:

• Are a natural relationship builder who’s engaging, polished and confident communicating with senior stakeholders

• Have resilience, persistence and the ability to follow through: you don’t just reach out once, you stay on it

• Feel comfortable presenting to a room and can influence, educate and inspire clients

• Are commercially aware with a growth mindset: you spot opportunities, not roadblocks

• Stay calm under pressure, juggle priorities and keep clients feeling supported

• Love learning new technology, solutions and industry trends

• Are proactive, organised and take accountability for outcomes

We’d love your background to include:

• Client facing experience (BDM, RM, AM, CSM, or agency recruiter)

• Confidence presenting and influencing stakeholders

• Resilience, strong follow-up and a “make it happen” mindset

• Financial Services (Wealth, Advice, Super, Mortgages) or SaaS experience highly regarded, but not essential

Why work with us?

• 8 additional paid days per year to extend your weekends

• Hybrid working

• Generous cash bonus for every successful referral

• Starting school leave - 8.5 days of leave to assist your children with the transition to school

• Up to 26 weeks’ paid parental leave for primary carers (up to 4 weeks for secondary carers), and the ability to work part-time when returning to work

• 3 days’ paid leave per year to participate in charity initiatives

• Discounted health insurance premiums

• Access to learning and development programs through LinkedIn Learning

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.

Our hiring decisions are never based on sexual orientation, race, gender identity, religion, disability, citizenship, marital or family status and age. Even if you feel you don’t meet all of the requirements of the role, we would still like to hear from you!

We’re also proud to be globally recognised as a WORK180 Endorsed Employer that promotes and supports all women in the workplace.

For more information about what we do, our people and values, please visit our website - https://www.iress.com/join-us/careers/

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