Account 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 people across Australia, The United Kingdom, Africa, Canada, France, New Zealand and Asia.

Build your career at Iress! 

We are seeking an experienced Account Manager to drive new client acquisition, retention, and growth within the Wealth Financial Advice segment. This role requires a deep understanding of financial advice software, strong relationship management skills, and a proven ability to achieve sales targets while ensuring high levels of client satisfaction.
Some of the awesome things you’ll be involved with:

• Build and maintain strong client relationships, serving as a trusted advisor to key decision-makers.

• Understand client strategies, business challenges, and priorities to position Iress solutions effectively.

• Drive revenue growth by meeting monthly, quarterly, and annual targets through retention, upselling, and cross-selling.

• Implement structured client engagement plans, ensuring proactive, value-driven interactions.

• Lead commercial negotiations, revenue forecasting, and account planning.

• Drive product adoption by educating clients on new features, ensuring effective implementation.

• Support product delivery by coordinating client onboarding, feature adoption, and account strategy execution.

• Act as an escalation point for client support teams, assisting with issue resolution.

• Build industry networks and represent Iress at relevant opportunities.

• Maintain accurate records of sales activities, forecasts, and client interactions in the CRM system.

• Provide market insights, contributing to product development and innovation strategies.

What you will bring: Qualifications and Certifications

• Bachelor’s degree in Commerce, Finance, Business Administration or related field (required)

• Professional certification such as CFA (Chartered Financial Analyst) or CFP (Certified Financial Planner) or equivalent (preferred)

• Minimum of 5 years of experience in Financial Services (required)

• Previous experience in Wealth Financial Advisory or similar (required)

Professional Skills and Competencies

• Sales & Account Management – Proven ability to drive revenue growth, manage pipelines, and close deals.

• Customer Relationship Management – Builds long-term client relationships and ensures satisfaction.

• Market & Product Expertise – Deep knowledge of financial advice software and industry trends.

• Negotiation & Commercial Acumen – Skilled in pricing strategies, contract negotiations, and business development.

• Communication & Stakeholder Engagement – Strong verbal and written communication, with the ability to influence key decision-makers.

• Problem-Solving & Decision-Making – Analytical mindset to assess challenges and develop effective solutions.

• Collaboration & Cross-Functional Coordination – Works effectively across teams to align client needs with business objectives.

Why work with us?

Join us in shaping the future of financial services in Southern Africa. 

Our mission is to provide locally relevant technology, backed by exceptional service and support, empowering our clients in trading, market data, advice, and investment management to deliver their best.

If you’re passionate about financial technology and excited to create solutions that drive the future of the industry, this is the place for you. We’re seeking innovative problem-solvers who are eager to grow their skills and capabilities. If you're driven by delivering outstanding service, thrive in a collaborative environment, and want to make a real impact, you’ll find a fulfilling career with us.

Our culture is rooted in values of going beyond, acting smart, and winning together, with adaptability, accountability, and inclusivity at the heart of everything we do. We offer industry-leading benefits that support you at every stage of life, including long weekends, flexible working, generous parental leave, and a connected team culture.
We’re excited to build the future of fintech—come be a part of it!
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Employment TypeEmployee

Time TypeFull time