Client Relationship Manager - Investment Management
Iress
About this role
A Client Relationship Manager at Iress works with investment and wealth management professionals to build and maintain trusted relationships, ensuring the delivery of value through the company's financial software solutions. The role involves understanding client needs, driving account growth, and supporting product adoption.
Skills
Qualifications
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
Recent company news
TipRanksIress grants CEO Andrew Russell 134,471 performance rights as sign-on incentive
18 hours ago
The AustralianHow Blackstone is recalibrating software bets in the age of AI
1 day ago
ReutersShares of Australia's Iress rise on early buyout talks with Blackstone, Thoma Bravo
Aug 7, 2025
The Globe and MailIress director Anthony Glenning lifts indirect shareholding via on-market purchase
6 days ago
Yahoo FinancePleasing Signs As A Number Of Insiders Buy Iress Stock
1 month ago
About Iress
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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