Axos Bank
VP, Offer Strategy & Client Experience
Axos Bank, San Diego, California, United States, 92189
VP, Offer Strategy & Client Experience
Axos Bank
Target Range:
$135,000.00 – $155,000.00 per year. Actual starting pay will vary based on factors including geographic location, experience, skills, specialty, and education.
Eligibility for bonuses:
Annual Discretionary Cash Bonus Target 12.5% and Annual Discretionary Restricted Stock Units Bonus Target 12.5%. These discretionary target bonuses may be awarded semi‑annually based on performance achievement.
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 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 (leadership, sales, service, technology, operations, and Axos Bank teams) and external partners and clients to ensure alignment and drive 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 and 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 and wealth solutions, and how Banking complements 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.
Benefits
Medical, Dental, Vision, and Life Insurance.
Paid Sick Leave, 3 weeks’ Vacation, and Holidays (about 11 per 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).
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, breastfeeding 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.
Seniority Level Executive
Employment Type Full‑time
Job Function Business Development and Sales
Industries Banking, Financial Services and Investment Banking
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Target Range:
$135,000.00 – $155,000.00 per year. Actual starting pay will vary based on factors including geographic location, experience, skills, specialty, and education.
Eligibility for bonuses:
Annual Discretionary Cash Bonus Target 12.5% and Annual Discretionary Restricted Stock Units Bonus Target 12.5%. These discretionary target bonuses may be awarded semi‑annually based on performance achievement.
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 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 (leadership, sales, service, technology, operations, and Axos Bank teams) and external partners and clients to ensure alignment and drive 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 and 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 and wealth solutions, and how Banking complements 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.
Benefits
Medical, Dental, Vision, and Life Insurance.
Paid Sick Leave, 3 weeks’ Vacation, and Holidays (about 11 per 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).
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, breastfeeding 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.
Seniority Level Executive
Employment Type Full‑time
Job Function Business Development and Sales
Industries Banking, Financial Services and Investment Banking
#J-18808-Ljbffr