Transforming Client Relationships: Enterprise Partnerships Executive

6 days ago

Melbourne, Victoria, Australia beBeeLeadership Full time $180,000 - $200,000
Job Title:

Enterprise Partnerships Leader


About the Role:

The Enterprise Partnerships team plays a pivotal role in fostering and growing relationships with institutional Wealth Management clients. As the leader of this team, you will be responsible for delivering exceptional client service, driving strategic objectives, and building Iress' position within these institutions.


Key Responsibilities:
  • Lead a team of Customer Success Consultants to consistently deliver high-standard engagement, planning, and process excellence.
  • Coordinate group activities, ensure delivery across all avenues, and foster a positive team culture.
  • Work closely with senior executives to translate strategies into prioritized client deliverables.
  • Analyse client businesses, identify operational and strategic requirements, and set team priorities accordingly.
  • Demonstrate leadership qualities, such as honesty, integrity, professionalism, and organisational commitment.

Requirements:

To succeed in this role, you will need:

  • Strong commercial acumen and business skills.
  • Well-developed financial planning industry technical knowledge and experience.
  • Advanced client relationship management, presentation, and negotiation skills.

Benefits:
  • Hybrid working arrangement.
  • Generous cash bonus for successful referrals.
  • Annual Profit Share when Iress meets its targets.
  • Starting school leave (8.5 days).
  • Up to 26 weeks' paid parental leave for primary carers.
  • Discounted health insurance premiums.
  • Access to learning and development programs through Udemy.

About Us:

We value diversity and inclusion, and our hiring decisions are never based on personal characteristics. We strive to create a welcoming culture where everyone's uniqueness is celebrated.

Iress is proud to be globally recognized as a WORK180 Endorsed Employer that promotes and supports women in the workplace.

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