Axos Clearing LLC
Target Range:$140,000.00/Yr. - $150,000.00/Yr.
Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education.
This is a commission eligible role.
About This JobThe VP Regional Sales Executive, Clearing Sales is a senior, quota bearing sales role responsible for originating, structuring, and closing new correspondent clearing relationships. This role manages long-cycle, complex sales processes involving broker dealers and hybrid RIAs and serves as the executive sponsor throughout due diligence, conversion, and post launch growth.
Responsibilities:- Originate and close new correspondent clearing relationships within Axos Clearing's ideal client profile, with a focus on broker-dealers and hybrid RIA wealth management firms
- Own the full sales lifecycle, including prospecting, deal structuring, credit approval, onboarding, and funding
- Structure competitive, profitable deals in partnership with Finance and Sales Leadership
- Serve as executive sponsor through due diligence, conversion, and post-launch growth
- Build and manage a robust pipeline of qualified opportunities to support long-term revenue targets
- Conduct regular prospect and client meetings, including significant in-person engagement
- Represent the firm at industry conferences, client events, and partner meetings
- Maintain accurate, timely activity and pipeline reporting in Salesforce
- Follow formal sales, pricing, and approval processes in a regulated environment
Qualifications:- Bachelor's degree in Business, Finance, or a related field
- 8+ years of sales experience within wealth management or financial services
- Active Series 7 license (minimum)
- Deep understanding of broker-dealer clearing, custody, and capital markets infrastructure
- Proven ability to manage long-cycle, consultative enterprise sales
- Strong financial acumen (Pipeline Management, economic modeling, pricing, profitability)
- Executive-level communication skills across client and internal stakeholders
- Comfort operating in regulated, risk-aware environments with multiple approval layers
- Salesforce CRM experience
- Comfortable with high-volume outbound calling to proactively build and manage a strong sales pipeline
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
Job Functions and Work Environment:While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc.
The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.
