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Senior Partnerships Manager (FX Referral)

External
Ofx1 logoOfx1 · Toronto, Canada
Full-timeOn-site1mo ago
CADComplianceCRMCross-functional CollaborationDocumentationMove
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Benefits

Health insuranceFlexible scheduleEquity / stock optionsPerformance bonus

Additional Information

Account Management & Growth Own and manage a portfolio of consumer alliance partners, with accountability for retention and revenue growth Build, maintain, and execute structured account plans with clear targets, actions, and ownership Conduct QBRs with key partners, presenting insights, performance trends, and growth recommendations Develop a deep understanding of partner organizations, employee/member populations, and cross-border financial needs Identify and activate referral growth opportunities across partner ecosystems Launch targeted promotional and engagement initiatives to drive adoption within OFX's ICP Identify opportunities for OFX to participate in benefits programs, events, and internal engagement initiatives Strengthen OFX brand presence within partner ecosystems through coordinated marketing and internal promotion Optimize onboarding, enablement, and ongoing partner engagement Channel Expansion Identify and pursue new partnerships across both member-based ecosystems Build relationships with stakeholders across: HR and Benefits teams Membership organizations and associations HR tech and benefits platforms Stock plan administration and global mobility providers Property and real estate Position OFX as a value-added financial benefit within partner ecosystems Lead end-to-end partner onboarding from commercial alignment through activation Performance, Reporting & Governance Own partner performance tracking (referrals, conversion, activation, revenue) Deliver accurate commission reporting, performance summaries, and monthly RCTIs Maintain disciplined partner documentation, governance, and activity tracking in Salesforce Surface data-driven insights in partnership with Sales Operations and Data teams Identify risks early (declining referrals, conversion gaps, engagement issues) and intervene proactively Cross-functional Collaboration Partner with Client Dealing teams to improve referral conversion, activation, and retention Work with Marketing to develop partner-specific campaigns, collateral, and go-to-market motions Engage Sales Operations to refine reporting, dashboards, and partner-level KPIs Coordinate with Finance on commissions, contract compliance, and payout governance Align with Legal and Compliance on partner agreements and regulatory requirements Experience: 5+ years of experience managing B2B and B2C partnerships in financial services, payments, or FX, with exposure to referral-driven ecosystems such as employee or member benefits Channel familiarity: Experience in employee benefits and/or member-based distribution models is strongly preferred Industry understanding: Strong understanding of consumer FX, cross-border payments, and the dynamics of international money movement is highly preferred. Familiarity with high-value transactions and HNWI client segments is a strong advantage Account management discipline: Proven ability to execute structured account plans, conduct QBRs, and drive partner engagement Revenue ownership: Track record of retaining and growing revenue across an existing partner portfolio while developing new partnerships Operational rigor: Strong attention to detail across CRM hygiene, reporting, commissions workflows, and partner governance Analytical capability: Ability to interpret performance data, funnel health, and referral quality to identify opportunities and risks Communication & stakeholder management: Confident communicator capable of engaging senior partner stakeholders and influencing outcomes Execution focus: Highly organized and accountable, able to manage multiple partners and initiatives simultaneously Cross-functional collaboration: Effective operator across Sales, Marketing, Data, Operations, and Finance Travel: Willingness to travel for partner meetings, events, and key engagements The salary range for this position is $100,000.00 - $120,000.00 CAD. Exact salary offered will be dependent on multiple factors including level of experience, job-related knowledge, skills, work location, etc. In 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 our Toronto office. What it's like working at OFX We're OFXers because we want to make a difference. We see challenges as opportunities and we're not afraid to roll up our sleeves to get stuff done. We're 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. We're curious self-starters who love learning and sharing our knowledge with others. We embrace change and use our initiative an


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