Gary Bryan Email & Phone Number

Australia

Melbourne, Victoria, Australia

Responsible for leading and shaping the optimal solution through discovery processes to understand the client objectives, with a team of Solution Design Consultants. The Client Solution Design team translates client needs into a solution design based on what is possible from existing product and integration capabilities, to deliver best practice and an efficient implementation for our clients. Individuals responsible for solution design have detailed functional knowledge of Iress technology, the industry and work with a variety of client segments to ensure the solution experience achieves the best possible outcome for our clients.

Melbourne, Australia

Responsible for the success of Iress’ Private Wealth technology encompassing market data, client relationship management, portfolio, trading and compliance technology. Supporting clients and prospects with change management activities. Commercial negotiation and coordination of contracts between stakeholders for cloud deployed financial services technology solutions. Qualifying leads to build an opportunities pipeline. Project delivery using Agile methodologies. Engaging product, design, development and implementation teams to share industry insights, themes and challenges, to inform product development direction.

Melbourne, Australia

Key contact for strategic client accounts. Responsible for Identifying new business opportunities, working with existing clients on ways our technology can solve challenges within their business. Request for proposal and proof of concept delivery. Collaborating with colleagues across teams to identify areas of opportunity and risk within our mature client base for opportunities. Facilitating solution discovery and design workshops. Building strong relationships built on trust, honesty and integrity.

London, United Kingdom

Relocated to the UK to launch the portfolio management solution we were building for the domestic to market and looking to grow internationally. I gained familiarity with local regulations, operating environment and nuances of the local wealth management industry. Drove business development through new opportunity identification, organic sales growth and collaborating with industry contacts. Completion of technical client proposal requests, including solution demonstrations, company overview presentations and sales pipelines. Development of product enhancement requests as a collaboration with our Australian based delivery teams. Training new teams and acquired businesses to help realise the scale acquisitions can bring to an organisation. Delivery of a product proof of concept with a seed client and move into production within agreed timeframes. Including working with local market participants to build trading interfaces, ID&V verification interfaces for PEP and Sanction checks, and integrations to proprietary client systems.

Melbourne, Victoria, Australia

Development of a unique portfolio management solution for retail and discretionary wealth managers. Encompassing CRM, workflow, trading and portfolio management into a single technology solution. Collaborating with teams internationally to deliver an exception software experience of a scale unique to Iress. Detail design requirements and working cross functionally to deliver a product that meets client expectations and agreed scope.

Melbourne, Australia

Responsible for implementation of new portfolio clients onto the Iress IPS (Portfolio System) platform. This included data migrations from various data sources (Excel, SQL, other proprietary portfolio technology). Migrations activities required data cleansing and best practice. As part of this role we built a team of business and change analysts who worked closely with clients to manage projects, change, and user training. We were also responsible for configuring trading from portfolio models with sell side brokers through the IOS OMS. Preparation and presentation of RFPs for new business.

Melbourne, Australia

Account management of portfolio and trading clients operating within domestic financial markets. The role had responsibility for new sales and identifying opportunities to extend our existing client base. Focused on Iress technology including Iress Professional, IOS Classic, IOS+, FIX, IPS, Excel, SOAP Web Services and Microsoft Excel. As an Account Executive we would manage client software version control, training and client advocacy, requirements gathering for product enhancements, product testing, documentation and solution design.

Melbourne, Victoria, Australia

Master Of Business Administration - Mba

Graduate Certificate In Computing, Computer Science

Graduate Certificate Of Applied Finance, Finance And Financial Management Services

Bachelor Of Commerce (Bcom), Accounting