Business Development Manager Wealth Partnerships

Job Description

Job Description

Hi. We’re OFX, a global provider of online international payment and money management services.

For more than 25 years, we’ve helped individuals and businesses move money globally with confidence. Today, we support clients across property purchases, overseas investments, pension transfers, inheritances, business payments and other complex cross-border needs.

Within Australia, our Wealth Partnerships division works closely with financial advisers, wealth firms and private client professionals to support high-net-worth clients with large and often complex international transfer requirements.

Our approach is relationship-led, education-focused and built around trust. We aim to become a long-term referral partner embedded within advice firms — helping advisers identify opportunities where OFX can deliver value to their clients.

As the team grows, we are looking for a commercially minded Business Development Manager to help expand our adviser partnership network across Australia.

Purpose of your role

This is an acquisition-focused business development role responsible for growing OFX’s Wealth Partnerships network across Australia.

You will proactively identify, engage and onboard financial advice firms, helping advisers understand where OFX delivers value for clients with cross-border financial needs.

Success in the role comes from consistently generating new adviser relationships, expanding adviser awareness within firms and driving early-stage referral activity before transitioning active partners to the Account Management team.

This is an opportunity to join and help shape a growing business segment with strong long-term potential.  You’ll work directly alongside experienced leadership within a highly relationship-driven and commercially strategic environment, with significant exposure to:

• Wealth partnerships
• High-net-worth client ecosystems
• Strategic business development
• Adviser relationship management
• Partnership growth strategy

For the right person, this role offers a genuine pathway into senior partnership leadership as the APAC Wealth Partnerships division continues to grow.

What you do

Business Development & Acquisition

• Proactively identify and engage new financial advice firms aligned to OFX’s high-net-worth client profile
• Conduct consistent outbound outreach via phone, email, LinkedIn and strategic networking activity
• Build relationships with advisers, managing partners and key decision-makers across advice firms
• Maintain strong prospecting discipline and consistently grow the adviser partnership pipeline

Adviser Engagement & Activation

• Educate advisers on OFX’s value proposition and common client FX use cases
• Conduct adviser meetings and presentations designed to increase adviser awareness and referral readiness within firms
• Work with key adviser stakeholders to broaden engagement across adviser teams and offices
• Support early-stage referral activation prior to transition to Account Management

Pipeline & Territory Management

• Maintain accurate Salesforce records, forecasting and activity management
• Manage multiple adviser opportunities and long-cycle partnership conversations simultaneously
• Balance outbound acquisition activity with activation and expansion priorities across existing prospect firms
• Maintain consistent follow-through and momentum across the pipeline

Handoff & Collaboration

• Partner closely with Account Management to ensure smooth onboarding and transition of activated referral partners
• Collaborate with SDRs, Marketing and leadership to improve acquisition strategies and adviser engagement initiatives
• Support webinars, events and educational initiatives that assist adviser acquisition and referral growth

What success look like

Within 6 Months

• Confidently engaging advisers and advice firms in consultative conversations
• Building a consistent pipeline of new adviser opportunities
• Delivering adviser presentations and educational meetings independently
• Demonstrating strong organisational discipline, coachability and commercial judgment
• A strong portfolio of newly acquired active referring partners
• Generating consistent referral activity from newly onboarded firms

Within 12 Months

• Building a strong pipeline of adviser firms across multiple regions and networks
• Successfully activating new referral partners through broad adviser engagement
• Generating growing referral activity from newly onboarded firms
• Demonstrating consistent outbound discipline and commercial execution
• Becoming a trusted and credible presence within the adviser ecosystem while maintaining a strong acquisition focus

Qualifications

What you bring

Knowledge, Skills & Experience

Experience

• 2–5+ years experience in business development, partnerships, sales or relationship management roles
• Financial services or fintech experience preferred but not required
• Experience engaging professional services or adviser-type audiences highly regarded
• Salesforce or CRM experience preferred

Relationship Development

• Strong interpersonal and relationship-building skills with the ability to establish credibility quickly with senior professionals
• Comfortable initiating conversations and building rapport with advisers and business owners
• Naturally consultative, professional and commercially aware

Communication & Presentation Skills

• Confident verbal and written communicator
• Comfortable presenting to groups, running adviser education sessions and leading professional conversations
• Able to explain complex concepts clearly and build trust through communication

Commercial Drive & Discipline

• Self-motivated with a proactive outbound mindset
• Highly organised with strong follow-through and attention to detail
• Able to manage long sales cycles while maintaining momentum across multiple opportunities
• Comfortable balancing strategic relationship development with consistent prospecting activity

Coachability & Growth Mindset

• Motivated by development, ownership and progression opportunities
• Able to receive feedback, implement coaching and continuously improve
• Interested in building long-term expertise within wealth partnerships and financial services

Additional Information

What it’s like working at OFX

We’re OFXers because we want to make a difference. We see challenges as opportunities and we’re not afraid to roll up our sleeves to get stuff done. We’re committed to making things easier for our clients, pushing boundaries and continuing to move with the times so that we can continue to inspire confidence every day and through every transaction.

We operate as one team, cross-functionally and globally, to drive outcomes that deliver excellence for our customers. We’re curious self-starters who love learning and sharing our knowledge with others. We embrace change and use our initiative and resilience to overcome challenges.

• Always keep learning. We offer a wide range of learning and career development opportunities to help every OFXer build their capacity and career, with leadership training, secondments, internal mobility and access to a large library of online learning.
• Make a difference. Through our Make a Difference program, we encourage OFXers to give back to causes and communities that are important to them. We celebrate this with an annual volunteer day, which OFXers can use together or individually, as well as matched giving and the opportunity to nominate charity of choice every quarter.
• Reward and recognition. We recognise a job well done. OFXers are encouraged to celebrate their peers’ effort, technical expertise or support through a range of global and regional channels and awards, including quarterly and annual awards, milestones and shout outs.
• Showing our social side. Our Good Vibes employee-led committees around the globe organize events to help keep our employees engaged inside and outside the office. Whether it’s a wellbeing activity, end of year celebration, or a monthly team get-together, our team wants you to feel welcome!
• Benefits that mean something. We offer a range of fantastic benefits, including primary and secondary gender neutral carer parental leave (16 weeks) or birthday leave, you’ll feel well-supported at OFX.
• A great work environment. Enjoy work-life balance and flexibility with our hybrid work model, in an inclusive, diverse and non-hierarchal culture.

#Li-Hybrid

At OFX, we are committed to fostering a diverse, inclusive and accessible workplace where we value, respect, and encourage our people to be their authentic selves. With an employee base as diverse as the clients we serve, we know that fostering an inclusive workplace is fundamental to our continued success. If you require accommodation for any portion of the recruitment and hiring process, please email us at [email protected].

We encourage you to apply if this role aligns with your career aspirations.