Relationship Manager - Wealth Management

Relationship Manager - Wealth Management Relationship Manager - Wealth Management Iress Sydney, Australia

Relationship Manager - Wealth Management Iress Sydney, Australia Posted 1 day ago Permanent Competitive 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!

This role is responsible for building and maintaining relationships with key existing clients that are of significant strategic importance to the organization. Viewed as an essential link between the needs of the client and the capabilities of Iress to meet those needs, the relationship manager ensures that both parties deliver on their contractual commitments, build a mutually beneficial, sustainable relationship and ensure any opportunities for new business within the client portfolio are identified and converted into revenue growth.

Some of the awesome things you'll be involved with: Build and maintain relationships including being a trusted contact point for key decision makers.Engage with clients to understand their overall strategy, business problems and priorities and where we can deliver solutions.Provide timely, succinct and correct responses to client queries.Issue Management - collaborate with Support, Technical Team, Product, Operations and other relevant internal resources to effectively filter information, provide clear and concise communication of issues from initiation right through to issue resolutionAchieve agreed monthly, quarterly, and annual revenue targets that incorporate client retention, and uplift from increased usage and the sale of additional solutions.Achieve agreed activity targets that focus on regular proactive client engagement in line with a structured plan. Engage with clients regularly and in line with a structured engagement model.Produce and implement successful client management plans.Support commercial negotiations and ongoing revenue forecasting for clients.Work with clients to implement and ensure adoption of Iress products. This includes proactively educating clients on new release functionality or features and the benefits this brings to their business.Support the delivery of new and enhanced product features and propositions to the market by establishing clear adoption and account plans, following the necessary internal process to engage specialists for complex requirements.Is a point of escalation and information for client support teams and may be occasionally required to assist with the management of tickets to ensure optimal client experience is maintained.Builds a network within industry including clients and prospects and contributes to opportunities to promote Iress where available. What you will bring: Strong competency of XplanCommercial and able to contribute to broader business conversationsA natural networker and strategic relationship builder - internally and externallyProven track record of delivering against targetsExperienced with working cross-functionally to bring about the right results for clientsAble to communicate in a clear, concise and unambiguous mannerThe ability to engender quality across teams including in client communications and presentationsA modern thinker who looks to the future while ensuring practical, commercial outcomes are achieved in the presentExcellent negotiation skills and organisational skillsStrong industry presence and knowledgeStrong commercial and financial acumen Why work with us? 8 additional paid days per year to extend your weekendsHybrid workingGenerous cash bonus for every successful referralStarting school leave - 8.5 days of leave to assist your children with the transition to schoolUp 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 work3 days' paid leave per year to participate in charity initiativesDiscounted health insurance premiumsAccess 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 - https://www.iress.com/join-us/careers/

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Employment Type

Employee

Time Type

Full time

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