Business Development Manager - Wealth Partnerships at OFX1

Hi. We’re OFX, a global provider of online international payment and money management services.  For more than 25 years, we’ve helped individuals and businesses move money globally with confidence. Today, we support clients across property purchases, overseas investments, pension transfers, inheritances, business payments and other complex cross-border needs.  Within Australia, our Wealth Partnerships division works closely with financial advisers, wealth firms and private client professionals to support high-net-worth clients with large and often complex international transfer requirements.  Our approach is relationship-led, education-focused and built around trust. We aim to become a long-term referral partner embedded within advice firms — helping advisers identify opportunities where OFX can deliver value to their clients.  As the team grows, we are looking for a commercially minded Business Development Manager to help expand our adviser partnership network across Australia.  Purpose of your role  This is an acquisition-focused business development role responsible for growing OFX’s Wealth Partnerships network across Australia.  You will proactively identify, engage and onboard financial advice firms, helping advisers understand where OFX delivers value for clients with cross-border financial needs.  Success in the role comes from consistently generating new adviser relationships, expanding adviser awareness within firms and driving early-stage referral activity before transitioning active partners to the Account Management team.  This is an opportunity to join and help shape a growing business segment with strong long-term potential.  You’ll work directly alongside experienced leadership within a highly relationship-driven and commercially strategic environment, with significant exposure to:  • Wealth partnerships  • High-net-worth client ecosystems  • Strategic business development  • Adviser relationship management  • Partnership growth strategy For the right person, this role offers a genuine pathway into senior partnership leadership as the APAC Wealth Partnerships division continues to grow.  What you do Business Development & Acquisition  • Proactively identify and engage new financial advice firms aligned to OFX’s high-net-worth client profile   • Conduct consistent outbound outreach via phone, email, LinkedIn and strategic networking activity   • Build relationships with advisers, managing partners and key decision-makers across advice firms   • Maintain strong prospecting discipline and consistently grow the adviser partnership pipeline  Adviser Engagement & Activation  • Educate advisers on OFX’s value proposition and common client FX use cases   • Conduct adviser meetings and presentations designed to increase adviser awareness and referral readiness within firms   • Work with key adviser stakeholders to broaden engagement across adviser teams and offices   • Support early-stage referral activation prior to transition to Account Management  Pipeline & Territory Management  • Maintain accurate Salesforce records, forecasting and activity management   • Manage multiple adviser opportunities and long-cycle partnership conversations simultaneously   • Balance outbound acquisition activity with activation and expansion priorities across existing prospect firms   • Maintain consistent follow-through and momentum across the pipeline  Handoff & Collaboration  • Partner closely with Account Management to ensure smooth onboarding and transition of activated referral partners   • Collaborate with SDRs, Marketing and leadership to improve acquisition strategies and adviser engagement initiatives   • Support webinars, events and educational initiatives that assist adviser acquisition and referral growth  What success look like Within 6 Months  • Confidently engaging advisers and advice firms in consultative conversations  • Building a consistent pipeline of new adviser opportunities  • Delivering adviser presentations and educational meetings independently  • Demonstrating strong organisational discipline, coachability and commercial judgment  • A strong portfolio of newly acquired active referring partners  • Generating consistent referral activity from newly onboarded firms Within 12 Months  • Building a strong pipeline of adviser firms across multiple regions and networks   • Successfully activating new referral partners through broad adviser engagement   • Generating growing referral activity from newly onboarded firms   • Demonstrating consistent outbound discipline and commercial execution   • Becoming a trusted and credible presence within the adviser ecosystem while maintaining a strong acquisition focus