Account Executive Wealth Management

Account Executive Wealth Management Who we are At Iress 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 From the world s most established financial brands to new and disruptive players we help improve every aspect of our clients businesses so that they can work better every day Iress is one of Australia s largest technology companies and employs more than 1 900 people across Australia United Kingdom South Africa Canada New Zealand and Asia The role You ll be the primary contact responsible for managing a portfolio of Wealth Management clients ranging from large institutions to mid tier brokerages You ll assist them with the use of the Iress Wealth Management suite specifically our trademark software platform XPlan while enhancing strategic partnerships What you will be doing Managing a portfolio of existing Wealth Management clients Building strategic relationships and gaining an in depth understanding of our client s businesses and their requirements to provide tailored software solutions Assisting clients to ensure full utilization and maximum value of Iress products Work closely together as a team to help support each other on key clients accounts Comprehensively understand software system architecture and methods of delivery that are regularly updated Be aware of any financial planning industry and legislative changes that may impact on the types of strategies utilized by advisers What you will need Ability to foster strategic relationships Minimum of 35 years experience in the Wealth Management space Completion of New Zealand Certificate in Financial Services Level 5 Exposure or experience using Xplan is highly regarded but not essential Understanding around Python software is also highly regarded Why work with us Competitive base salary Global opportunities Stateoftheart offices Casual dress flexible work policy Access to various learning and development programs 3 days leave per year for charity initiatives Global 36hour hackathon Up to 26 weeks paid parental leave for primary carers up to 4 weeks for secondary carers and the ability to work parttime when returning to work