Target Range:
$135,000.00/Yr. - $155,000.00/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.
About This Job
At Axos Securities, our mission is to provide Financial Advisors and Independent Broker-Dealers with superior service in a digital-forward environment. The Offer Strategy & Client Experience team drives value creation that fuels revenue, client satisfaction, and competitive differentiation.As part of this team, you will lead the development and execution of Banking solutions designed for advisors and IBDs, enabling holistic wealth management. This role offers the opportunity to shape strategy, design programs, and deliver innovative solutions that combine the scale of Axos with the needs of the advisor community.
Responsibilities:
- Strategic Planning: Develop and manage the Advisor and IBD Banking Program strategy, enhancing our value proposition and driving firm revenue
- Vision & Roadmap: Define and communicate the vision for Banking Programs; maintain a roadmap aligned with market trends, firm priorities, and customer needs
- Market Insights: Analyze industry dynamics, advisor behavior, and client demand to uncover opportunities for new banking capabilities
- Cross-Functional Leadership: Partner with Axos banking partners, Legal, Marketing, Product, Operations, and Client Services to coordinate development and execution of offers
- Program Documentation: Create compelling and concise materials to communicate strategy recommendations and progress to leadership
- Holistic Approach: Cross-train across existing Offer Programs to provide coverage and ensure an integrated appreciation of all services and programs across custody, clearing, and banking
- Technology Stakeholder: Act as a lead partner with internal technology teams who are building consolidated platforms that enable a unified client view
- Marketing & Enablement: Work with marketing and enablement teams to promote programs and educate stakeholders on value propositions
- Relationship Management: Cultivate strong relationships with internal partners including leadership, sales, service, technology, operations, and Axos Bank teams in addition to building relationships with external partners and clients. By fostering collaboration, trust, and a sense of urgency- the role ensures alignment across stakeholders and drives execution of strategic initiatives
- Performance Measurement: Define KPIs, track outcomes, and drive continuous improvement through data-driven insights
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, gaining buy-in, and aligning multiple stakeholders
- Demonstrated ability to prioritize, manage time effectively, and operate in dynamic or ambiguous environments
- Excellent verbal/written communication skills with the ability to simplify complex topics
- Strong analytical capabilities with attention to detail and accuracy
- Curiosity and/or experience leveraging Artificial Intelligence in program development
- Prior experience designing or managing Banking programs for Advisors and IBDs in a B2B setting
- Deep understanding of shifting advisor demographics, evolving investment/wealth solutions, and how Banking compliments holistic wealth management
- Background delivering complementary solutions such as Trust, Insurance, LATAM, or M&A through in-house or partner programs
- Thrives in a nimble, entrepreneurial environment and is tenacious in problem-solving
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
Born digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want. We’re a diverse team of dynamic, insightful, and independent innovators who are excited to provide technology-driven solutions that offer unbeatable value to our customers.
Axos Financial is our holding company and is publicly traded on the New York Stock Exchange under the symbol "AX" (NYSE: AX).
Learn more about working at Axos
Pre-Employment Background Check and Drug Test:
All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana. Axos Bank is a federally regulated banking institution. At the federal level, marijuana is an illegal schedule 1 drug; therefore, we will not employ any person who tests positive for marijuana, regardless of state legalization.
Equal Employment Opportunity:
Axos is an Equal Opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state, and local laws.
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.
Top Skills
What We Do
Axos is a technology-driven financial services company providing a diverse and ever-growing range of innovative products and services for personal, business and institutional clients nationwide.
Powered by exceptional team members, a clearly defined set of values and a culture that is both meritocratic and self-governing, we are transforming banking as we know it.
Our mission is summed up in two words: Banking Evolved.
Banking Evolved means providing products and services that are technologically superior to our competitors and that offer our customers an unbeatable value proposition.
Banking Evolved means continuously innovating and excelling in the following areas:
• The incubation, creation and deployment of new businesses and tools that best serve our customers;
• The evolution, optimization, delivery, distribution and marketing of our products;
• The harnessing of data and technology to manage our business most effectively and efficiently; and
• The development and engagement of our team members.
To be part of the Axos team is to live our values as your own, to work with a strong sense of individual purpose and to embody a commitment to the shared success of our business.
As a meritocracy, we believe that success is earned. We reward individuals on the basis of their achievements.
As a self-governing organization, we derive strength from the internal resourcefulness of each individual. We emphasize independence, goal-setting and personal accountability.
