Strategic Planning & Engagement Manager

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 1500 people across Australia, The United Kingdom, Africa, Canada, France, New Zealand and Asia.

Build your career at Iress! 

At Iress, we believe technology is most powerful when it helps people perform better every day. Since 1993, we've been partnering with the world's most established financial brands and the boldest disruptors to create smarter, faster, and more impactful ways to work.

As one of Australia’s largest technology companies, with over 1,800 employees globally, we are proud of our people-first culture and our drive to make a real difference. Now, we’re looking for a Strategic Planning & Engagement Manager to join our Sydney team and help shape the future direction of Iress.

The Strategic Planning & Engagement Manager will play a key role in delivering Board-mandated initiatives and managing core BAU strategic processes. This role integrates both an outside-in perspective - through industry, market, and competitor analysis and an inside-out perspective, drawing on business performance insights, growth opportunities, strategic risk evaluation, portfolio assessments, and operating model analysis. The Strategic Planning & Engagement Manager will collaborate closely with Iress’ Group Executive and business unit leadership teams, leading cross-functional and cross-business unit strategic initiatives that shape and influence the organisation’s future direction.

Some of the amazing things you’ll be involved in:

• Leading cross-functional strategic initiatives that drive business growth, innovation, and transformation.

• Delivering critical Board-mandated projects and managing core strategic processes such as Quarterly Business Reviews and Five-Year Planning.

• Shaping our competitive intelligence framework—tracking emerging market trends, uncovering opportunities, and translating insights into action.

• Supporting major growth strategies and special projects that have a real impact on Iress' future success.

• Building strong, trusted relationships with senior leaders, external partners, and third-party vendors.

• Bringing fresh, outside-in perspectives through competitor analysis, market dynamics evaluation, and strategic risk assessments.

• Working directly with Iress’ CEO, Group Leadership Team, and business unit heads to ensure alignment and insight-driven decision making.

What you will bring:

• 4–5+ years' experience in a strategy function, preferably within a top-tier management consulting firm or an in-house strategy team.

• Understanding of the financial services industry, with particular expertise in wealth management or trading.

• Strong financial modelling skills, with a proven ability to evaluate and assess strategic business opportunities through robust quantitative analysis.

• Skilled in market and competitor intelligence, with the ability to identify emerging trends, evaluate market dynamics, and align insights to strategic priorities.

• Experience leading hypothesis-driven project work, including problem structuring, analytical validation, stakeholder alignment, and implementation planning.

• Proven ability to influence cross-functional stakeholders across all levels of the organisation, including executive leadership.

• Experience building and managing strategic external relationships with third-party vendors and partners.

• Exceptional communication and presentation skills (both written and verbal), with the ability to craft clear, concise, and compelling messages tailored to a variety of audiences.

• Highly motivated, driven, modest, low-ego professional with a strong personal and professional ethic and a sense of urgency.

• Comfortable working in fast-paced, ambiguous environments and contributing to high-stakes, board-level strategic priorities.

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 LinkedIn Learning

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 TypeEmployee

Time TypeFull time