Relationship Manager | Senior Relationship Manager
Core
Trusted partner to financial-services clients, connecting their goals with Iress products and expertise to strengthen adoption and grow relationships.
Role type
Senior Relationship Manager (Financial Services)
Builds
Client account plans, practical solutions, and measurable outcomes for financial-services businesses.
Domain
Financial Services (Wealth, Advice, Superannuation, Mortgages)
Deliverable
client delivery
Required skills
Financial acumen, negotiation skills, commercial outcome delivery, product adoption strategy, stakeholder influence, revenue forecasting
Preferred skills
Prior exposure to Xplan, SaaS experience, industry network building
Responsibilities
Build and maintain strong, trusted client relationships; Turn client insight into clear account plans and practical solutions; Grow and retain portfolio by supporting renewals and identifying opportunities; Lead client revenue forecasting at senior level; Bring internal teams together to deliver complex client needs; Represent Iress at relevant events.
Seniority
Senior, hands-on IC