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Iress

Financial services software for performance

Relationship Manager – Senior Relationship Manager

Account ManagementConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • Prior exposure to Xplan is key.
  • Experience in SaaS or financial services, particularly wealth, advice, superannuation, or mortgages, is ideal but not essential.
  • Ability to engage, present, and influence at different levels.
  • Strong communication, organisation, and follow-through.
  • Ability to connect client goals and challenges to practical opportunities, with a record of delivering commercial outcomes, financial acumen, and negotiation skills.
  • Ability to collaborate across teams, influence senior stakeholders, and maintain focus on client outcomes.
  • Resilience, sound judgement, and willingness to improve how work is done.

Responsibilities

  • Build and maintain trusted client relationships and act as a strategic adviser to key decision makers.
  • Turn client insight into account plans, practical solutions, and measurable outcomes.
  • Grow and retain the portfolio by supporting renewals, increasing product adoption, and identifying opportunities for additional solutions.
  • Help clients get more value from Iress products by informing them about new features and their business benefits.
  • Coordinate internal functions to deliver for clients, navigate complex needs, and influence adoption of new and enhanced solutions.
  • Monitor account performance, revenue opportunities, and forecasts, including leading client revenue forecasting at senior level.
  • Resolve client issues and involve the appropriate expertise to support a positive client experience.
  • Build an industry network and represent Iress with clients and at relevant events.

Desired Qualifications

  • Experience in SaaS or financial services, particularly wealth, advice, superannuation, or mortgages, is ideal but not essential.

About the Company

Iress

Financial services software for performance

Iress builds software for the financial services industry. Its suite supports core operations such as trading, risk, wealth management and client advice through a centralized platform used by banks, insurers, investment managers, brokers and advisory firms. Its broad, global footprint serves large iconic brands and smaller firms across multiple regions, aiming to unify financial workflows on a single system. The goal is to help the financial services industry perform at its best by making operations smoother, faster and more efficient for firms and their clients.

Company size
1,001-5,000
Company stage
Not listed
Total funding
$3.9M
Headquarters
Melbourne VIC, Australia
Founded
1993

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