Senior Relationship Manager - Wealth Management

See yourself being part of a large, transformational change? This could be the role for you!
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 2,000 people across Australia, The United Kingdom, Africa, Canada, France, New Zealand and Asia.
Build your career at Iress!
The Senior Relationship Manager is responsible for building and maintaining relationships with key existing clients that are of significant strategic importance to the organisation. The role of the Senior Relationship Manager is to build a mutually beneficial, sustainable relationship with all clients within the allocated portfolio; to retain key strategic relationships; to identify upsell and cross sell opportunities from these clients and convert into a revenue stream and to ensure that both clients and Iress deliver on their contractual commitments.
Some of the awesome things you’ll be involved with:
Build and maintain relationships and be the trusted client contact point including key decision makers.
Know your client and the industry they operate in.
Engage with clients to understand their overall strategy, business problems, and priorities and where we can deliver solutions.
Make revenue pipeline and GCRM management a priority.
Achieve agreed revenue targets inclusive of client retention, and uplift from increased usage and the upsell/cross sell of additional products and solutions.
Achieve agreed activity targets that focus on regular proactive client engagement.
Lead commercial negotiations and ongoing revenue forecasting for clients.
Ensure that both client and Iress deliver on their contractual commitments.
Work with clients to implement and ensure adoption of Iress products. This includes proactively educating clients on new release functionality or features and benefits this brings to their business.
Support the delivery of new and enhanced product features and propositions to the market.
Be the conduit to internal teams and engage specialists for complex requirements.
Build a network within industry including clients and prospects and contribute to opportunities to promote Iress e.g. industry conferences and events.
Apply the Iress commercial ways of working in all activities including engaging with clients via the chosen methodology, process and tool-set etc.
Draft, maintain and implement the Client Account Plans.
Collate, manage, schedule and present to clients e.g. quarterly steerco’s.
What you will bring:
Highly strategic, commercial and able to contribute to broader business conversations.
Strong team working ability, able to effectively collaborate and coordinate with other Iress teams.
The ability to effectively work under pressure and to targets, ensuring that excellent service is delivered at all times.
Strong industry presence, relationships and knowledge.
Strong understanding of Iress Wealth Management products and solutions and their placement.
The ability to identify opportunities and upsell and cross sell with a proven track record in retaining clients and delivering against targets.
A natural networker and strategic relationship builder, internally and externally.
Proven success working cross-functionally to bring about the right results for clients.
Excellent negotiation skills and organisational skills and able to communicate clearly and concisely and navigate complex problems and complaints and dissatisfaction.
A focused problem solver who ensures practical, commercial outcomes are achieved.
Strong commercial and financial acumen.
The ability to guide and mentor junior and less experienced members of the Commercial team
Adopt a positive approach to change management, supportive of innovation and transformation in a complex environment.
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 Udemy
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 -
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Employment Type Employee
Time Type Full time