OFX
FinTech
SalesDevelopmentRepresentative
Neural analysis suggests this role is
optimal for mid candidates.
“Sales Development Representative at OFX. Skills: Wealth management, FX partnerships, Adviser engagement. Research target firms. Conduct outbound outreach”
What You'll Achieve.
Generate high-quality adviser partnerships; Convert into referral partners; Convert into active referral relationships
Industry & Context.
Identify client needs; Work towards solutions
What They're Looking For.
Must Have
Prior customer facing experience, Prior sales roles experience
What You'll Do.
Research target firms
Conduct outbound outreach
Book qualified meetings
Maintain Salesforce records
Track performance metrics
How You'll Work.
Team & Collaboration
Work with BDM; Work with Team Lead
Communication Scope
Professional communicator; Listening skills; Relationship building
Full Job Description
Hi. We're OFX, 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. Purpose of your role Within Australia, our Wealth Advisor Partnerships division works with 650+ financial advisers, supporting high-net-worth clients with complex international transfer needs — including pension transfers, capital calls, property transactions, inheritances and global investments. We act as the trusted FX partner embedded within advice firms. We are seeking a driven, commercially minded Sales Development Representative (SDR) to support the growth of our Wealth Advisor Partnerships division. You will proactively engage financial advice firms across Australia, introduce OFX’s adviser partnership model, and generate new adviser relationships that convert into long-term referral partners. You will work directly with the BDM / Team Lead and progressively take ownership of more of the sales cycle over time. Your core objective: Generate high-quality adviser partnerships that convert into active referral relationships. What you do * Research and identify target financial advice
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