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
What Success Looks Like
Within 6 months:
Within 12 months:
What you bring
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.
#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 people.culture@ofx.com.
We encourage you to apply if this role aligns with your career aspirations.
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