Sales Development Representative

About OFX

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 firms aligned to OFX’s HNW profile.
• Conduct structured and consistent outbound outreach via phone, email and LinkedIn.
• Engage advisers in professional, consultative conversations.
• Qualify firms based on client base and FX relevance.
• Book and confirm qualified meetings for the BDM.
• Independently onboard Tier 3 firms where appropriate.
• Maintain accurate and detailed Salesforce records.
• Track performance metrics and continuously improve outreach effectiveness.

What Success Looks Like

Within 6 months:

• Confident, structured outreach conversations.
• Consistent booking of high-quality meetings.
• Independent conversion of Tier 3 firms.
• Clear demonstration of coachability and improvement.

Within 12 months:

• Managing the majority of early-stage adviser engagement.
• Reduced BDM involvement in Tier 3 partnership conversions.
• Generating referral-active adviser partners.

Qualifications

What You Bring

• Experience: Prior experience with customer-facing and/or sales roles.
• Self-Motivated & Hard Working: Dedicated to consistently making numerous outbound calls daily. Persistent and resilient to rejection. Competitive mindset and driven to succeed.
• Collaborative: Team player and highly adaptable with an ability to work in a fast-paced environment.
• Organised & Efficient: Strong time-management and multi-tasking abilities, with a focus on efficiency.
• Detail-Orientated: Ability to maintain accurate forecasting and records.
• Communication & Professionalism: Confident, articulate, professional communicator (verbal and written) with strong listening skills and the ability to establish relationships quickly, particularly with senior professionals.
• Problem-Solving: Ability to identify client needs and work towards solutions.
• Growth Mindset: Motivated by progression and opportunities to take ownership. Seeking structured career growth. Ability to receive coaching and implement feedback fast.

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: Wide range of learning and career development opportunities, including leadership training, secondments, internal mobility, and access to an online learning library.
• Make a Difference: Participate in the "Make a Difference" program, with an annual volunteer day, matched giving, and charity nominations.
• Reward and Recognition: Peer recognition programs, quarterly and annual awards, milestone celebrations, and shout-outs.
• Showing Our Social Side: Employee-led committees organize events (wellbeing, celebrations, team get-togethers) to foster engagement.
• Benefits That Mean Something: Comprehensive benefits including primary and secondary gender-neutral carer parental leave (16 weeks), birthday leave, and more.
• A Great Work Environment: Enjoy work-life balance and flexibility with a hybrid work model, in an inclusive, diverse, and non-hierarchical culture.

Work Style

• Hybrid: This role follows a hybrid work model.

Diversity & Inclusion

OFX is committed to fostering a diverse, inclusive, and accessible workplace. We value, respect, and encourage employees to be their authentic selves. If accommodation is required for any part of the recruitment and hiring process, please email [email protected].