Job Description

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!

Like getting into the detail of software and seeing a problem through? Join our Wealth APAC Product team in Melbourne or Sydney and help shape how Xplan works for customers.

This is a hands-on opportunity to explore Xplan, investigate product behaviour, test whether proposed changes solve real problems and follow issues through to resolution. You’ll help coordinate rollouts, support product modernisation and work with Product, Marketing, Customer teams and external engineering partners, you’re proactive, resourceful and ready to take an idea or instruction and run with it, you’ll have plenty of opportunity to make a practical impact.

Some of the amazing things you’ll be involved in

• Getting hands-on with Xplan to understand existing functionality, investigate product behaviour and identify what customers need.
• Validating proposed solutions and testing whether changes address the underlying problem.
• Working through product issues, coordinating next steps and following them through to resolution.
• Developing rollout plans, tracking implementation activities and supporting product testing and feedback after release.
• Preparing release notes, product documentation and user-facing materials, while supporting PRDs and other product documents.
• Working with Marketing on release requirements and with Customer teams to develop training materials and videos.
• Supporting product modernisation alongside internal teams and external engineering partners.
• Spotting opportunities to improve processes through AI, automation and better use of technology.

What you will bring

• Ideally, you’ll have experience with the Xplan product, alongside an interest in software, integrations and how products solve customer problems.
• A background in advice or paraplanning, plus early-career experience in product, business analysis, customer solutions, implementation or a related technology role.
• Strong written communication skills and the ability to turn complex product information into clear, useful documentation.
• Structured, detail-oriented thinking—you can investigate an issue, weigh options and explain what should happen next.
• A proactive, resourceful approach and the confidence to take direction, use your judgement and follow work through.
• An interest in software, integrations and how products solve customer problems, with the curiosity to learn how Xplan works.
• Strong collaboration skills and the ability to work across Product, Engineering, Marketing and Customer teams.
• Experience with Jira is desirable, as is knowledge of financial services, wealth management or financial technology.

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

Inclusion

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, or 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 Iress Careers.

#LI-Hybrid

Employment Type

Employee

Time Type

Full time