Axos Bank

AVP, Offer Strategy & Client Experience - Banking Programs

Axos Bank • $70K — $140K *
San Diego, CA 92154In-Person
Finance & Insurance
8 - 10 years of experience
Reposted Today
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Job Overview by Ladders

Qualifications

  • Bachelor's degree
  • 8-10 years in financial services, with 5+ years in product management (preferred)
  • Proven track record delivering banking solutions for advisors and/or Independent Broker-Dealers
  • Strong communicator skilled in articulating strategy and aligning stakeholders
  • Excellent analytical capabilities with attention to detail
  • Experience leveraging Artificial Intelligence in program development
  • Deep understanding of shifting advisor demographics and holistic wealth management

Responsibilities

  • Develop and manage the Advisor and IBD Banking Program strategy
  • Define and communicate the vision for Banking Programs
  • Analyze industry dynamics to uncover opportunities for new banking capabilities
  • Coordinate development and execution of offers with cross-functional teams
  • Create materials to communicate strategy recommendations to leadership
  • Cultivate strong relationships with internal and external partners
  • Define KPIs and drive continuous improvement through data-driven insights

Benefits

  • Medical, Dental, Vision, and Life Insurance
  • Paid Sick Leave, 3 weeks' Vacation, and Holidays (about 11 a year)
  • 401(k) Retirement Saving Plan with Employer Match
  • Employee Mortgage Loan Program
  • Free access to an Axos Bank Account with Self-Directed Trading
Full Job Description
Axos Clearing LLC

Target Range:
$70,000.00/Yr. - $140,000.00/Yr.
Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education.

Eligible for an Annual Discretionary Cash Bonus Target: 12.5%

Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 12.5%

These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets.

Responsibilities:
  • Strategic Support: Contribute to the development and ongoing refinement of the Advisor and IBD Banking Program strategy, helping enhance the firm's value proposition and growth initiatives.
  • Vision & Roadmap Contribution: Support the articulation and execution of Banking Program priorities, maintaining alignment with market trends, firm goals, and client needs.
  • Market Insights: Analyze industry trends, advisor behaviors, and client demand to identify opportunities for new or enhanced banking capabilities.
  • Cross-Functional Collaboration: Partner closely with Axos banking teams, Legal, Marketing, Product, Operations, and Client Services to support the development and delivery of programs.
  • Program Materials: Assist in creating clear, concise, and compelling materials that communicate strategy, progress, and recommendations to stakeholders.
  • Holistic Perspective: Build familiarity across existing Offer Programs to support integrated solutions across custody, clearing, and banking.
  • Technology Partnership: Collaborate with internal technology teams contributing to platform enhancements that support a unified client experience.
  • Marketing & Enablement: Work alongside marketing and enablement teams to help promote programs and educate stakeholders on value propositions.
  • Relationship Building: Develop strong working relationships with internal partners - including sales, service, operations, technology, and banking teams-as well as external partners where applicable.
  • Performance Tracking: Support the development and monitoring of KPIs, using data and feedback to help inform enhancements and continuous improvement.


Qualifications:
  • Bachelor's degree
  • 7 plus years of experience in financial services, banking, product, or strategy-related roles
  • Experience working with Financial Advisors, RIAs, IBDs, or within a banking or wealth management environment
  • Strong communication skills with the ability to convey ideas clearly and collaborate across teams
  • Ability to manage multiple priorities and operate effectively in a dynamic, evolving environment
  • Strong analytical and problem-solving skills with attention to detail
  • Curiosity and interest in leveraging new technologies, including Artificial Intelligence, to enhance programs
  • Experience supporting or contributing to Banking, Cash Management, or Lending programs in a B2B environment
  • Understanding of advisor business models and how banking solutions complement broader wealth management strategies
  • Exposure to adjacent solutions such as Trust, Insurance, or M&A (through internal programs or partnerships)
  • Demonstrates a proactive, adaptable mindset with a willingness to learn and grow in a fast-paced environment


Axos Employee Benefits May Include:

  • Medical, Dental, Vision, and Life Insurance
  • Paid Sick Leave, 3 weeks' Vacation, and Holidays (about 11 a year)
  • HSA or FSA account and other voluntary benefits
  • 401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan
  • Employee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed Trading


About Axos Bank

Axos Bank is an online bank that assists consumers and businesses in managing their finances.

Axos Bank Careers

Joining Axos Bank presents an unparalleled opportunity to advance a career in the finance industry with a company known for innovation and a commitment to providing valuable banking solutions. Axos Bank, a leader in digital banking, offers a variety of job opportunities that cater to diverse skill sets and career aspirations.

Explore Job Opportunities

Axos Bank is actively hiring and offers a range of positions that promise professional growth and personal development. Interested candidates can explore open positions that match their skills and interests. Axos Bank seeks passionate, curious, and solution-driven team players ready to contribute to a forward-thinking team.

Experience Professional Growth and Development

At Axos Bank, career advancement is a priority. The company supports its team members with extensive training programs, including leadership development and diversity training, ensuring that every employee has the tools and knowledge to succeed. Professionals at Axos Bank enjoy benefits that foster both personal and professional growth.

Innovative Work Culture

Axos Bank is committed to maintaining a work culture that values innovation and leadership. The environment encourages creative problem-solving and values the contributions of each team member. Diversity and inclusion are pillars of the company culture, creating a welcoming atmosphere for all employees.

Internship Programs

For those starting their careers, Axos Bank offers internship opportunities that provide a robust foundation in the banking sector. Internships are designed to develop essential skills through hands-on experience, preparing interns for full-time positions in the banking and financial services industry.

Networking and Career Development

Axos Bank encourages its employees to engage in networking opportunities within the company and the broader financial industry. These connections can lead to mentorship, career advice, and increased job opportunities. Employees are encouraged to stay connected and informed through Axos Bank’s career tips and industry insights.

Join the Axos Bank Team

Axos Bank is looking for individuals who are driven to excel in their careers and contribute to a leading team. Candidates can personalize their job search and application process, including setting up job alert emails to stay informed about the latest opportunities. Preparing a strong resume and gearing up for the interview process are key steps to joining this dynamic team.

Stay Ahead in Your Career

With Axos Bank, employees are positioned to lead in the digital banking revolution, equipped with the skills, training, and support needed to thrive. Explore how a career at Axos Bank can secure a professional future filled with achievement and success.

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Industry
Legal & Accounting
* Ladders Estimates

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