AVP, Offer Strategy & Client Experience - Banking Programs

Axos Bank•San Diego, CA

6d•$70,000 - $140,000

About The Position

At Axos, 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 focuses on driving value creation that supports revenue growth, client satisfaction, and competitive differentiation. As part of this team, you will play a key role in the development and execution of Banking solutions designed for advisors and IBDs, helping enable more holistic wealth management. This role offers the opportunity to develop strategy, support program design, and deliver innovative solutions that combine the scale of Axos with the evolving needs of the advisor community.

Requirements

Bachelor’s degree
7 plus 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
Ability to manage multiple priorities and operate effectively in a dynamic, evolving environment
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

Nice To Haves

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

Responsibilities

Strategic Support: Contribute to the development and ongoing refinement of the Advisor and IBD Banking Program strategy, helping enhance the firm’s value proposition and growth initiatives.
Vision & Roadmap Contribution: Support the articulation and execution of Banking Program priorities, maintaining alignment with market trends, firm goals, and client needs.
Market Insights: Analyze industry trends, advisor behaviors, and client demand to identify opportunities for new or enhanced banking capabilities.
Cross-Functional Collaboration: Partner closely with Axos banking teams, Legal, Marketing, Product, Operations, and Client Services to support the development and delivery of programs.
Program Materials: Assist in creating clear, concise, and compelling materials that communicate strategy, progress, and recommendations to stakeholders.
Holistic Perspective: Build familiarity across existing Offer Programs to support integrated solutions across custody, clearing, and banking.
Technology Partnership: Collaborate with internal technology teams contributing to platform enhancements that support a unified client experience.
Marketing & Enablement: Work alongside marketing and enablement teams to help promote programs and educate stakeholders on value propositions.
Relationship Building: Develop strong working relationships with internal partners - including sales, service, operations, technology, and banking teams—as well as external partners where applicable.
Performance Tracking: Support the development and monitoring of KPIs, using data and feedback to help inform enhancements and continuous improvement.

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

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