Partnerships Account Executive, Wealth Channel at OFX1

We are seeking a commercially driven Account Executive to expand our Wealth Channel by onboarding financial advisors and wealth firms as referral partners. This is a true partner-acquisition role. You will identify, engage and convert wealth advisors, private client teams, and wealth platforms into active OFX referral partners who introduce high-net-worth individuals with cross-border FX needs. You will follow structured Salesforce cadences to progress advisor prospects through discovery, value articulation, agreement, and activation. Once a client is successfully onboarded and transacting, they will transition to an Account Manager for ongoing relationship management. You will be measured on new advisor partnerships onboarded, time-to-first-referral, revenue from newly activated partners, and pipeline discipline and execution rigor.  This role requires a strategic hunter mindset, financial services credibility, and operational precision. What you'll do: • Prospecting & outreach: Identify, engage and build relationships with wealth advisors, wealth managers, financial planners, private bankers, family offices and other wealth professionals aligned to OFX’s ICP • Discovery & needs assessment: Conduct structured discovery conversations to understand partner business models, referral potential and high-value client cross-border needs • Commercial negotiation: Present OFX’s value proposition with clarity, negotiate referral agreements and ensure partner terms align with commercial and compliance requirements • Pipeline management: Maintain a disciplined pipeline in Salesforce, including accurate forecasting, stage management, next steps, notes and conversion tracking • Activation & enablement: Drive early-stage advisor activation, ensuring partners understand OFX’s referral process, client value proposition and support model • Client referral handoff: Introduce referred clients to OFX’s Private Client Dealer teams for onboarding and transaction execution, ensuring a smooth and professional handoff • Advisor transition to SPM: Transition newly activated advisors to the Senior Partnerships Manager for long-term management, farming, performance optimization and referral growth • Cross-functional collaboration: Partner with Sales Operations to refine ICP targeting and with Marketing to improve advisor engagement tools, materials and messaging • Execution within global model: Operate consistently within OFX’s automated and scalable sales system, using prescribed cadences, workflows and tools to drive predictable new business • Market awareness: Stay informed about wealth management, HNWI client behaviors, FX trends and cross-border payment needs to better position OFX within partner ecosystems Tools and Operating Model You will operate within a structured, technology-enabled acquisition model designed for automation and scale. Execution discipline within defined workflows is expected. You will have access to: • ZoomInfo and enrichment tools • Salesforce for CRM, cadences and forecasting • Seismic Digital Sales Rooms • Gong conversation intelligence • Microsoft Teams and Zoom • AI productivity tools including ChatGPT and Gemini