Partnerships Account Executive, Wealth Channel

Toronto - Canada

Monthly Salary: Not Disclosed

Posted on: 1 hour ago

Vacancies: 1 Vacancy

Job Summary

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 youll 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 OFXs 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 OFXs 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 OFXs referral process client value proposition and support model

Client referral handoff: Introduce referred clients to OFXs 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 OFXs 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

Qualifications :

What you bring

Experience: 4 years in a full-cycle closing role (professional services and/or financial services) with consistent quota attainment; experience in channel or partner-led sales is strongly preferred

Industry expertise: Experience selling to or working with wealth intermediaries (financial advisors wealth managers financial planners) or adjacent financial and professional services; familiarity with FX or cross-border payments is a plus

Consultative selling: Strong discovery value-based selling and negotiation skills; ability to translate product capabilities into business and client outcomes

Partner mindset: Able to build trust with partners and align incentives; comfortable enabling others to sell and advocate on your behalf

Pipeline rigor: Strong territory planning forecasting discipline and CRM hygiene; Salesforce experience preferred

Communication and professionalism: Confident articulate communicator with strong stakeholder management skills

Execution focus: Highly organized persistent and able to operate in a fast-paced environment while staying aligned to strategy

Collaboration: Works effectively cross-functionally with Account Management Operations and Sales Operations to deliver outcomes

Travel: Willingness to travel for partner meetings and industry events as needed

The salary range for this position is $80000.00 - $100000.00 CAD. Exact salary offered will be dependent on multiple factors including level of experience job-related knowledge skills work location addition to base salary this role may be eligible for a variable bonus and/or commission. As part of the compensation package benefits are also offered for all full-time roles and part-time roles working a minimum of 24 hours a week.

We also offer a flexible hybrid working model where employees typically work 1-2 days from one of our Toronto office.

This is a new full time permanent position.

Additional Information :

What its like working at OFX

Were OFXers because we want to make a difference. We see challenges as opportunities and were not afraid to roll up our sleeves to get stuff done. Were 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. Were 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. We offer a wide range of learning and career development opportunities to help every OFXer build their capacity and career with leadership training secondments internal mobility and access to a large library of online learning.
Make a difference. Through our Make a Difference program we encourage OFXers to give back to causes and communities that are important to them. We celebrate this with an annual volunteer day which OFXers can use together or individually as well as matched giving and the opportunity to nominate charity of choice every quarter.
Reward and recognition. We recognise a job well done. OFXers are encouraged to celebrate their peers effort technical expertise or support through a range of global and regional channels and awards including quarterly and annual awards milestones and shout outs.
Showing our social side. Our Good Vibes employee-led committees around the globe organize events to help keep our employees engaged inside and outside the office. Whether its a wellbeing activity end of year celebration or a monthly team get-together our team wants you to feel welcome!
Benefits that mean something. We offer a range of fantastic benefits including primary and secondary gender neutral carer parental leave (16 weeks) or birthday leave youll feel well-supported at OFX.
A great work environment. Enjoy work-life balance and flexibility with our hybrid work model in an inclusive diverse and non-hierarchal culture.

We may use artificial intelligence (AI) tools to support certain stages of the hiring process. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are always made by humans. While our Applicant Tracking System (ATS) includes AI features we do not rely on the features to review or assess resumes against job requirements. All resumes are manually reviewed by our hiring team.

#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 .

We encourage you to apply if this role aligns with your career aspirations.

Remote Work :

Employment Type :

Full-time

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 acti...