Account Executive - Wealth Management

Summary about this job

Detail information about job Account Executive - Wealth Management. Terms and conditions vacancy

• Wealth Management client portfolio (XPLAN)
• Financial Planning, Wealth Management business solutions
• Support new project opportunities

About IRESS

IRESS is a leading financial technology businesses. Founded in 1993, we operate across 17 offices in 6 countries. We design, develop and deliver technology solutions for the financial services industry in Australia, New Zealand, the United Kingdom, South Africa, Canada, and Asia.Whether our clients trade on global financial markets, manage investments, provide mortgages or help people plan their financial future and protect their family, they rely on our software and our team to help deliver the right outcomes for their business and their clients. With a solid financial track record, we continue to grow and adapt to meet the complex and changing needs of our clients.

About the role

As an Account Executive in the Wealth Management Team you will be a contact for a balanced portfolio of large Wealth Management businesses in Australia, developing their knowledge and use of the IRESS Wealth Management product suite, while improving their relationship with the company.

This opportunity will offer you the responsibility to consistently deliver a high standard of engagement, planning and process, with a focus on group co-ordination, delivery of extraordinary client service, tactical and strategic planning.

You will have proven client relationship management, influencing skills and experience with the coordination of projects. Your knowledge of the IRESS' software (XPLAN) functionality and features, as well as your aptitude in understanding their ongoing practical application will be highly desirable. Your business skills will enable you to develop value add opportunities for your clients.

• Positioned as a person who represents IRESS but can access a range of business and IT experts including consultants, product specialists, developers and senior management at IRESS to deliver the required solution/level of service to the client.
• XPLAN experience or Knowledge of functionality, features and an aptitude to understanding clients ongoing needs in the Wealth Management sector.
• Responsible for leading the placement of XPLAN & IRESS Wealth Management products.
• Solid presentation skills, interpersonal skills (verbal and written) and time management.
• Degree qualified in a relevant field e.g. Commerce, Finance or Business Management / Completion of Advanced Diploma of Financial Planning or degree equivalent.

Culture

We recognize and reward hard work and celebrate our successes over a Friday afternoon drink and at various socials throughout the year. We don't sweat the small stuff either, our dress code is as relaxed as we are. As well as local charity events and initiatives, we hold global days and activities to make the most of our global strength and diversity. This includes a yearly global hackathon! We may be one of the largest financial software providers, but we haven't forgotten our roots; we've kept the entrepreneurial spirit and agility that defined our early years - it's something we continue to look for and admire in our people.

Benefits

• Subsidized health insurance
• 3 days leave per year to participate in charity initiatives
• Access to various learning and development programs.
• 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.

Want to have a significant impact in one of Australia’s fasted growing technology companies? If so please apply – we look forward to hearing from you.

We are an equal opportunity employer and embrace diversity at IRESS. We do not discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, age, marital status or disability status.