Sales Development Representative

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 roleWithin 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