Account Executive


Company Type

We’re the technology partner to some of the world’s most iconic financial services brands. Our software solutions help with life’s big decisions and enable our clients to help people all over the world build their wealth, protect their family, buy their home, invest in the stock market, and improve their financial wellbeing. We call that real career satisfaction.


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 a Account Executive in the Wealth Management team you will be a key contact for clients, developing their knowledge and use of the IRESS Wealth Management product suite, while enhancing their relationship with IRESS.

  • 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.
  • Responsible for managing the placement of IRESS Wealth Management products.
  • Required to effectively demonstrate all IRESS Wealth Management products and solutions.
  • Gain a   sound knowledge of   the   client’s business, their   requirements and expectations of the software.
  • Assist clients to ensure full utilisation and maximum value of IRESS products.
  • Provide training and support to existing clients.
  • Comprehensively understand software, system architecture and methods of delivery that are regularly updated.
  • Set  priorities  and  meet  deadlines  as  well  as  maintaining  progress  on  multiple projects.
  •  Recognise and meet continually shifting priorities.
  • Work closely together as a team, supporting each other on key client accounts.
  • Update file notes from client discussions in the CRM system
  • Provide timely and succinct responses to client queries.

Role Requirements

  • Financial Planning knowledge.
  • Diploma of Financial Planning completion (or is undergoing relevant study).
  • Knowledge of IRESS software functionality and features
  • Knowledge of competitors’ software functionality and features
  • Newly refurbished CBD office which includes collaborative working spaces, games area, meditation room, café and flexible working opportunities.


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.


  • 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.

It’s a cliché, but we work hard and we play hard. We recognise and reward hard work with a great benefits package. On top of a good remuneration package we’ll give you a generous holiday allowance, retirement fund and insurances. We provide a flexible work environment and like to get our people together to have fun whether it's over a drink on a Friday afternoon, having a friendly kick about on the footy field or doing some team bonding for a charity event. We don’t sweat the small stuff either, our dress code is as relaxed as we are.

With offices worldwide, we offer exciting opportunities for you to learn, grow and progress. A career at IRESS really can take you anywhere.

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Confirmed a day ago. Posted 30+ days ago.

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