AVP, Offer Strategy & Client Experience - Banking Programs

About the role

Axos Clearing LLC offers a target range of $70,000.00/Yr. - $140,000.00/Yr., with actual starting pay varying based on factors including geographic location, experience, skills, specialty, and education. The role offers a discretionary cash bonus target of 12.5% and an annual discretionary restricted stock units bonus target of 12.5%, which may be awarded semi-annually based on performance goals.

Responsibilities

• Contribute to the development and ongoing refinement of the Advisor and IBD Banking Program strategy.
• Support the articulation and execution of Banking Program priorities, aligning with market trends, firm goals, and client needs.
• Analyze industry trends, advisor behaviors, and client demand to identify opportunities for new or enhanced banking capabilities.
• Partner closely with Axos banking teams, Legal, Marketing, Product, Operations, and Client Services to support program development and delivery.
• Create clear, concise, and compelling materials to communicate strategy, progress, and recommendations to stakeholders.
• Build familiarity across existing Offer Programs to support integrated solutions across custody, clearing, and banking.
• Collaborate with internal technology teams to contribute to platform enhancements supporting a unified client experience.
• Work alongside marketing and enablement teams to help promote programs and educate stakeholders on value propositions.
• Develop strong working relationships with internal partners, including sales, service, operations, technology, and banking teams, as well as external partners where applicable.
• Support the development and monitoring of Key Performance Indicators (KPIs), using data and feedback to inform enhancements and continuous improvement.

Qualifications

• Bachelor’s degree
• 7+ 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
• 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

Benefits

• 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 are 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).

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

• 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.