Account Manager at Iress December, 2025

- Account Manager at Iress
- View Jobs in ICT / Telecommunication / View Jobs at Iress
Posted: Dec 2, 2025

Deadline: Not specified
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We design, develop and implement unified software solutions for the financial services industry. Whether you're trading on global financial markets, managing investments, providing mortgages or helping your clients plan their financial future, you can rely on our software, and our team, to deliver real outcomes for your business and your clients. Our ...
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Account Manager
- Job Type Full Time
- Qualification Bachelors
- Experience 5 years
- Location Western Cape
- City Cape Town
- Job Field Finance / Accounting / Audit
- We’re seeking an experienced Account Manager to build trusted relationships, drive revenue growth, and ensure client satisfaction within our Wealth Financial Advice segment. This role blends commercial acumen, financial advice software expertise, and a client-first mindset.
What you'll do:

Accountabilities & Deliverables
- Build and maintain strong client partnerships with key decision-makers
- Drive retention, upselling, and new business acquisition
- Position Iress solutions to address client strategies and challenges
- Lead account planning, forecasting, and commercial negotiations
- Support product adoption, onboarding, and feature implementation.
What you will bring:
Qualifications and Certifications
- 5+ years in financial services, ideally in Wealth Financial Advice
- Professional certification such as CFA (Chartered Financial Analyst) or CFP (Certified Financial Planner) or equivalent (preferred)
- Strong knowledge of financial advice software and industry trends
- Proven sales and account management track record.
- Excellent relationship management and negotiation skills
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Method of Application

Interested and qualified? Go to Iress on iress.wd3.myworkdayjobs.com to apply

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Account Manager at Iress

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