See yourself being part of a large, transformational change? This could be the role for you!
Who we are
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 1,900 people across Australia, United Kingdom, South Africa, Canada, New Zealand and Asia.
The role
You’ll be the primary contact responsible for managing a portfolio of Wealth Management clients ranging from large institutions to mid tier brokerages. You’ll assist them with the use of the Iress Wealth Management suite, specifically our trademark software platform XPlan, while enhancing strategic partnerships.
What you will be doing
Managing a portfolio of existing Wealth Management clients
Building strategic relationships and gaining an in depth understanding of our client’s businesses and their requirements to provide tailored software solutions
Assisting clients to ensure full utilization and maximum value of Iress’ products
Work closely together as a team to help support each other on key clients accounts
Comprehensively understand software, system architecture and methods of delivery that are regularly updated
Be aware of any financial planning industry and legislative changes that may impact on the types of strategies utilized by advisers
What you will need
Ability to foster strategic relationships
Minimum of 3-5 years experience in the Wealth Management space
Completion of New Zealand Certificate in Financial Services (Level 5)
Exposure or experience using XPlan is highly regarded but not essential
Understanding around Python software is also highly regarded
Why work with us
Competitive base salary
Global opportunities
State-of-the-art offices
Casual dress, flexible work policy
Access to various learning and development programs
3 days’ leave per year for charity initiatives
Global 36-hour hackathon
Table tennis, pool tables, meditation rooms
Subsidised Myki
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
Employment Type
EmployeeTime Type
Full time
