Partnerships Account Executive, Wealth Channel

OFX

Toronto, Canada
Base: $80,000.00 - $100,000.00 cad; bonus/equity: ...
On-site
Partner acquisition and onboarding
Salesforce crm and pipeline management
Consultative and value-based selling
OFX is a leading financial operations company providing real-time financial control and visibility for businesses and accounting firms globally

Job Summary

  • OFX is a leading financial operations company providing real-time financial control and visibility for businesses and accounting firms globally.
  • This role focuses on expanding the Wealth Channel by onboarding financial advisors and wealth firms as referral partners to introduce high-net-worth clients with cross-border FX needs.
  • Employees benefit from a flexible hybrid working model, comprehensive learning and career development opportunities, and a diverse and inclusive culture.

Matching Summary

OFX is a leading financial operations company providing real-time financial control and visibility for businesses and accounting firms globally.

Salary

Base: $80,000.00 - $100,000.00 CAD; Bonus/Equity: Variable bonus and/or commission possible; Benefits: Offered for full-time and part-time roles

Skills & Requirements

Must-have

  • Partner acquisition and onboarding
  • Salesforce CRM and pipeline management
  • Consultative and value-based selling
  • Financial services sales experience
  • Cross-border payments knowledge
  • Commercial negotiation skills
  • Prospecting and outreach to wealth advisors

Nice-to-have

  • Collaborative cross-functional teamwork
  • Strategic hunter mindset
  • Use of AI productivity tools
  • Strong stakeholder management
  • Hybrid work environment
  • Global sales execution model
  • Continuous learning culture

Key Requirements

  • 4+ years full-cycle closing experience
  • Experience with wealth intermediaries
  • Consistent quota attainment
  • Salesforce CRM proficiency
  • Willingness to travel
  • Experience in channel or partner-led sales

Work Rights

Not specified

Tailored Resume

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