Account Manager
Iress(2 months ago)
About this role
An Account Manager at Iress within the Wealth Financial Advice segment who serves as the primary commercial contact for clients. The role supports client outcomes and business growth by aligning Iress solutions with client needs and enabling successful product adoption. It sits at the intersection of financial services and technology and requires knowledge of financial advice software and industry trends.
Required Skills
- Relationship Management
- Revenue Growth
- Account Management
- Negotiation
- Forecasting
- Onboarding
- Product Adoption
- Sales
- Financial Software
- Client Retention
Qualifications
- CFA (Chartered Financial Analyst)
- CFP (Certified Financial Planner)
About Iress
iress.comIress is a technology company providing software to the financial services industry. Our software is used by more than 10,000 businesses and 500,000 users
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