Job Description
Company Description
OFX is a leading financial operations company providing businesses and accounting firms with real-time financial control and visibility to do business anywhere in the world. With an innovative platform and 24⁄7 human support, OFX automates and simplifies doing business across borders, reducing risk and eliminating routine operational tasks. Offering global business accounts, payments to 180 countries in 30+ currencies and currency risk management solutions to simplify global payments. OFX further enhances business operations by providing corporate cards with spend management, bill payments, vendor management, and integrations with popular accounting and HRIS software, to help achieve better business solutions so accounting firms and businesses thrive.
Headquartered in Sydney, Australia, with offices globally, in the United States, Canada, United Kingdom, Ireland, New Zealand, Singapore and Hong Kong. OFX has been a trusted innovator in global money movement for over 25 years.
Job Description
We are seeking a commercially driven Account Executive to expand our Wealth Channel by onboarding financial advisors and wealth firms as referral partners.
This is a true partner-acquisition role. You will identify, engage and convert wealth advisors, private client teams, and wealth platforms into active OFX referral partners who introduce high-net-worth individuals with cross-border FX needs.
You will follow structured Salesforce cadences to progress advisor prospects through discovery, value articulation, agreement, and activation. Once a client is successfully onboarded and transacting, they will transition to an Account Manager for ongoing relationship management. You will be measured on new advisor partnerships onboarded, time-to-first-referral, revenue from newly activated partners, and pipeline discipline and execution rigor. This role requires a strategic hunter mindset, financial services credibility, and operational precision.
What you’ll do:
• Prospecting & outreach: Identify, engage and build relationships with wealth advisors, wealth managers, financial planners, private bankers, family offices and other wealth professionals aligned to OFX’s ICP
• Discovery & needs assessment: Conduct structured discovery conversations to understand partner business models, referral potential and high-value client cross-border needs
• Commercial negotiation: Present OFX’s value proposition with clarity, negotiate referral agreements and ensure partner terms align with commercial and compliance requirements
• Pipeline management: Maintain a disciplined pipeline in Salesforce, including accurate forecasting, stage management, next steps, notes and conversion tracking
• Activation & enablement: Drive early-stage advisor activation, ensuring partners understand OFX’s referral process, client value proposition and support model
• Client referral handoff: Introduce referred clients to OFX’s Private Client Dealer teams for onboarding and transaction execution, ensuring a smooth and professional handoff
• Advisor transition to SPM: Transition newly activated advisors to the Senior Partnerships Manager for long-term management, farming, performance optimization and referral growth
• Cross-functional collaboration: Partner with Sales Operations to refine ICP targeting and with Marketing to improve advisor engagement tools, materials and messaging
• Execution within global model: Operate consistently within OFX’s automated and scalable sales system, using prescribed cadences, workflows and tools to drive predictable new business
• Market awareness: Stay informed about wealth management, HNWI client behaviors, FX trends and cross-border payment needs to better position OFX within partner ecosystems
Tools and Operating Model
You will operate within a structured, technology-enabled acquisition model designed for automation and scale. Execution discipline within defined workflows is expected.
You will have access to:
• ZoomInfo and enrichment tools
• Salesforce for CRM, cadences and forecasting
• Seismic Digital Sales Rooms
• Gong conversation intelligence
• Microsoft Teams and Zoom
• AI productivity tools including ChatGPT and Gemini
Qualifications
What you bring
• Experience: 4+ years in a full-cycle closing role (professional services and/or financial services), with consistent quota attainment; experience in channel or partner-led sales is strongly preferred
• Industry expertise: Experience selling to or working with wealth intermediaries (financial advisors, wealth managers, financial planners), or adjacent financial and professional services; familiarity with FX or cross-border payments is a plus
• Consultative selling: Strong discovery, value-based selling and negotiation skills; ability to translate product capabilities into business and client outcomes
• Partner mindset: Able to build trust with partners and align incentives; comfortable enabling others to sell and advocate on your behalf
• Pipeline rigor: Strong territory planning, forecasting discipline and CRM hygiene; Salesforce experience preferred
• Communication and professionalism: Confident, articulate communicator with strong stakeholder management skills
• Execution focus: Highly organized, persistent and able to operate in a fast-paced environment while staying aligned to strategy
• Collaboration: Works effectively cross-functionally with Account Management, Operations and Sales Operations to deliver outcomes
• Travel: Willingness to travel for partner meetings and industry events as needed
The salary range for this position is $80,000.00 - $100,000.00 CAD. Exact salary offered will be dependent on multiple factors including level of experience, job-related knowledge, skills, work location, etc. In addition to base salary, this role may be eligible for a variable bonus and/or commission. As part of the compensation package, benefits are also offered for all full-time roles and part-time roles working a minimum of 24 hours a week.
We also offer a flexible hybrid working model where employees typically work 1-2 days from one of our Toronto office.
This is a new full time permanent position.
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.
We may use artificial intelligence (AI) tools to support certain stages of the hiring process. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are always made by humans. While our Applicant Tracking System (ATS) includes AI features, we do not rely on the features to review or assess resumes against job requirements. All resumes are manually reviewed by our hiring team.
#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.
