The Business Development Manager - SMSF will drive sales for SMSF clients, manage client relationships, and provide market feedback to improve offerings.
Who We Are
Key ResponsibilitiesWhat We Look For In You
At OKX, we believe that the future will be reshaped by Crypto, ultimately contributing to every individual's freedom. OKX began as a crypto exchange giving millions of people access to crypto trading and over time becoming among the largest platforms in the world. In recent years, we have developed one of the most connected Web3 wallets used by millions to access decentralised crypto applications (dApps). OKX is a trusted brand by hundreds of large institutions seeking access to crypto markets on a reliable platform that seamlessly connects with global banking and payments. In the last year, OKX has expanded into new markets including Australia, Brazil, Netherlands, Singapore and Turkey, with plans to launch in the US, Belgium and the UAE.
We are deeply committed to shaping a fairer, more transparent and accessible society through blockchain technology. This is why we publish proof of reserves monthly, and continue to ship new innovative security features.
About the OpportunityWe’re seeking a Business Development Manager – SMSF to drive sales execution and deliver first-class sales support across our SMSF segment.
This role balances hands-on business development—acquiring and managing SMSF clients—with sales enablement and support—equipping our pipeline, partners, and sales channels with the tools and insights to grow.
You’ll collaborate closely with product, marketing, and compliance teams to translate customer needs into growth opportunities and help position OKX as the go-to crypto solution for SMSFs.
Key Responsibilities
1. Sales Execution & Support
- Identify, pitch, and convert SMSF clients via inbound, outbound, and partner referrals.
- Support pipeline conversion from events and campaigns with proactive follow-ups and tailored client support.
- Develop and maintain sales resources (presentations, FAQs, onboarding guides) to strengthen client engagement.
- Track and report SMSF acquisition metrics, pipeline health, conversion rates, and AUM.
- Deliver a white-glove client experience for high-value SMSF investors, including concierge onboarding and ongoing account support.
- Reactivate dormant accounts and deepen client engagement through structured account management.
- Act as the first escalation point for SMSF clients, ensuring a seamless service journey.
- Capture and communicate real-time client insights to product and leadership.
- Shape enhancements to the SMSF value proposition (e.g., advisor tools, tax solutions, staking).
- Support the SMSF Innovation Council with relationship management and integration of council feedback.
- 5+ years in sales support, business development, or partnerships in fintech, superannuation, wealthtech, or crypto.
- Proven track record of driving acquisition in high-trust, compliance-led environments.
- Strong relationship management skills with advisors, accountants, or HNW investors.
- Comfortable working cross-functionally and translating client needs into commercial outcomes.
- Resilient, autonomous, and metrics-driven.
OKX is an equal employment opportunity employer, and encourages all people from all diverse backgrounds to apply.
#LI-SM1 #LI-HYBRID
Information collected and processed as part of the recruitment process of any job application you choose to submit is subject to OKX's Candidate Privacy Notice.
Top Skills
Crm Software
Data Analysis Tools
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