Axos Bank
1001 - 5000 employees
Founded 2000
🏦 Banking
💸 Finance
💳 Fintech
Banking • Finance • Fintech
Axos Bank is a financial institution offering a range of services including personal and business banking, commercial lending, and investment services. They provide checking and savings accounts, certificates of deposit, mortgages, personal loans, and auto loans. Axos Bank is known for digital banking solutions, including a mobile app that allows customers to manage their finances, make payments, and invest, all from one place. Axos Bank emphasizes advanced data protection for secure online banking and offers high-yield savings accounts and innovative financial tools.
VP, Regional Sales Executive
🕒 July 11
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Axos Bank
1001 - 5000 employees
Founded 2000
🏦 Banking
💸 Finance
💳 Fintech
Banking • Finance • Fintech
Axos Bank is a financial institution offering a range of services including personal and business banking, commercial lending, and investment services. They provide checking and savings accounts, certificates of deposit, mortgages, personal loans, and auto loans. Axos Bank is known for digital banking solutions, including a mobile app that allows customers to manage their finances, make payments, and invest, all from one place. Axos Bank emphasizes advanced data protection for secure online banking and offers high-yield savings accounts and innovative financial tools.
📋 Description
• Originate and close new correspondent clearing relationships within Axos Clearing’s ideal client profile, with a focus on broker-dealers and hybrid RIA wealth management firms • Own the full sales lifecycle, including prospecting, deal structuring, credit approval, onboarding, and funding • Structure competitive, profitable deals in partnership with Finance and Sales Leadership • Serve as executive sponsor through due diligence, conversion, and post-launch growth • Build and manage a robust pipeline of qualified opportunities to support long-term revenue targets • Conduct regular prospect and client meetings, including significant in-person engagement • Represent the firm at industry conferences, client events, and partner meetings • Maintain accurate, timely activity and pipeline reporting in Salesforce • Follow formal sales, pricing, and approval processes in a regulated environment
🎯 Requirements
• Bachelor’s degree in Business, Finance, or a related field • 8+ years of sales experience within wealth management or financial services • Active Series 7 license (minimum) • Deep understanding of broker‑dealer clearing, custody, and capital markets infrastructure • Proven ability to manage long-cycle, consultative enterprise sales • Strong financial acumen (Pipeline Management, economic modeling, pricing, profitability) • Executive‑level communication skills across client and internal stakeholders • Comfort operating in regulated, risk‑aware environments with multiple approval layers • Salesforce CRM experience • Comfortable with high‑volume outbound calling to proactively build and manage a strong sales pipeline
🏖️ 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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