General Manager - Customer Success

See yourself being part of a large, transformational change? This could be the role for you!

At Iress, we make things happen

We believe technology should help people perform better every day. Since our beginning in 1993, people across financial services have trusted us to take their performance to the next level. More than 10,000 businesses and 500,000 people use our software, from the world’s most iconic financial services brands to advice firms of all sizes, banks, insurers, investment managers, traders and brokers. Iress is one of Australia’s largest technology companies and employs more than 1,100 people across Australia, The United Kingdom, Africa, Canada, New Zealand and Asia.

Build your career at Iress!

We’re looking for an inspiring and commercially driven leader to join our Wealth Management business as General Manager, Customer Success.This is more than a leadership role, it’s your opportunity to shape how we engage, retain, and grow our customer relationships across one of our most critical portfolios. You’ll lead a high performing Customer Success function, bringing strategy to life through meaningful, customer first experiences that drive revenue, retention, and impact.

Some of the amazing things you’ll be involved in

Leading the wealth management customer success and relationship management team to deliver exceptional client service and business outcomes.

Embedding a customer first mindset across teams to drive revenue growth, retention and long term advocacy.

Building deep strategic relationships with key institutional clients across the Wealth Management segment.

Developing and executing plans to meet commercial goals and create scalable client engagement models.

Driving alignment across customer success, product, and service teams to ensure seamless delivery.

Championing service excellence by optimising our Net Promoter Score (NPS) and client experience.

Coaching and developing high performing teams, focused on continuous improvement and aligned to the Iress values.

Identifying and responding to market trends to maintain Iress' leadership position in the financial services industry.

Acting as a key leader and culture carrier, fostering collaboration, strategic thinking, and collective ownership.

What you will bring

A proven track record of exceeding commercial and customer success goals in a technology led environment.

Extensive leadership experience within Wealth Management and/or Financial Services

Strategic vision and executional strength to drive customer value and business outcomes.

Strong commercial and financial acumen, with experience developing scalable customer engagement strategies.

The ability to influence senior stakeholders and lead cross functional initiatives with confidence.

Deep understanding of client lifecycle management and how to build trust and long term relationships.

A modern leadership approach collaborative & inspiring, committed to team growth.

Excellent communication and stakeholder management skills with a focus on clarity and impact.

A resilient, adaptable, and forward thinking mindset, always looking for opportunities to innovate and improve.

Why work with us?

8 additional paid days per year to extend your weekends

Hybrid working

Generous cash bonus for every successful referral

Starting school leave - 8.5 days of leave to assist your children with the transition to school

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

3 days’ paid leave per year to participate in charity initiatives

Discounted health insurance premiums

Access to learning and development programs through LinkedIn Learning

Iress is committed to fostering a welcoming and inclusive culture. We strongly believe that diversity is what makes our teams and our products succeed. Our people have different experiences, skills, perspectives and beliefs and everyone’s uniqueness is valued and celebrated.

Our hiring decisions are never based on sexual orientation, race, gender identity, religion, disability, citizenship, marital or family status and age. Even if you feel you don’t meet all of the requirements of the role, we would still like to hear from you!

We’re also proud to be globally recognised as a WORK180 Endorsed Employer that promotes and supports all women in the workplace.

For more information about what we do, our people and values, please visit our website -

#LI-Hybrid

Employment TypeEmployee

Time TypeFull time

V-09849