Associate Program Manager - Invest

About the role

We’re looking for an Associate Program Manager to help scale and optimize Axos’ investment offerings, with a focus on Securities-Directed Trading (SDT) and Managed Portfolios. This role sits at the intersection of Product, Wealth, Marketing, and Operations—owning execution, driving growth, and turning strategy into real, measurable outcomes. You’ll act as both operator and strategist, someone who can take a concept, build the plan, and drive it across the finish line while keeping stakeholders aligned and outcomes front and center.

Responsibilities

• Own end-to-end delivery of strategic initiatives across SDT and Managed Portfolios, from scoping through execution and post-launch optimization
• Define timelines, milestones, and success metrics while proactively managing risks, dependencies, and trade-offs
• Drive cross-functional alignment across Product, Engineering, Marketing, Compliance, and Wealth teams to ensure seamless execution
• Establish, monitor, and report on KPIs (adoption, engagement, AUM, revenue), holding stakeholders accountable to measurable outcomes
• Translate business priorities into actionable program roadmaps that drive trading and managed portfolio adoption
• Identify and implement improvements to onboarding, funding, trading, and portfolio enrollment to reduce friction and increase conversion
• Support the launch of new features, capabilities, and client experiences, ensuring readiness for adoption and measurable impact
• Continuously refine programs based on performance data, client feedback, and operational insights
• Analyze client behavior, product performance, and market trends to identify growth opportunities and risks
• Develop business cases and ROI frameworks to prioritize initiatives and inform investment decisions
• Partner with data teams to build dashboards and reporting that provide clear visibility into performance and trends
• Deliver clear, actionable recommendations that translate analysis into business impact
• Prepare and present concise, high-impact updates to senior leadership on performance, risks, and opportunities
• Influence stakeholders across levels through strong data-driven storytelling and business judgment

Qualifications

• Bachelor’s degree in Finance, Business, or a related field
• 1+ years of experience in program management, product, consulting, or financial services
• Strong understanding of investment products, including trading platforms and managed/advisory portfolios
• Proven ability to lead cross-functional initiatives and deliver measurable outcomes
• Highly analytical, with the ability to translate data into insight and action
• Strong executive communication skills with experience influencing senior stakeholders
• Comfortable operating in ambiguity with a high degree of ownership and accountability