VP, Offer Strategy & Client Experience

Axos Bank•San Diego, CA

41d

About The Position

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.

Requirements

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
Deep understanding of shifting advisor demographics, evolving investment/wealth solutions, and how Banking compliments holistic wealth management
Thrives in a nimble, entrepreneurial environment and is tenacious in problem-solving

Nice To Haves

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
Background delivering complementary solutions such as Trust, Insurance, LATAM, or M&A through in-house or partner programs

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 appreciate 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

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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