Avp, Offer Strategy & Client Experience - Banking Programs

Axos Clearing LLC

Base: $70,000.00pyr. - $140,000.00pyr.; bonus/equi...
Offer strategy
Client experience
Banking solutions development
The Offer Strategy & Client Experience team focuses on driving value creation that supports revenue growth, client satisfaction, and competitive differentiation

Job Summary

  • The Offer Strategy & Client Experience team focuses on driving value creation that supports revenue growth, client satisfaction, and competitive differentiation.
  • 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.
  • Axos Employee Benefits May Include: Medical, Dental, Vision, and Life Insurance, Paid Sick Leave, 3 weeks’ Vacation, and Holidays.

Matching Summary

The Offer Strategy & Client Experience team focuses on driving value creation that supports revenue growth, client satisfaction, and competitive differentiation.

Salary

Base: $70,000.00/Yr. - $140,000.00/Yr.; Bonus/Equity: 12.5% Annual Discretionary Cash Bonus Target, 12.5% Annual Discretionary RSUs Target; Benefits: Medical, Dental, Vision, Life Insurance, Paid Sick Leave, Vacation, Holidays, 401(k) with Match, HSA/FSA

Skills & Requirements

Must-have

  • Offer Strategy
  • Client Experience
  • Banking Solutions Development
  • Cross-Functional Collaboration
  • Financial Advisor Programs

Nice-to-have

  • Holistic Wealth Management
  • Digital-Forward Environment
  • Proactive and Adaptable Mindset
  • Leveraging New Technologies
  • AI Integration Interest

Key Requirements

  • 7 plus years of experience
  • Bachelor’s degree
  • Financial services, banking, product, or strategy experience
  • Experience with Financial Advisors, RIAs, IBDs, or banking/wealth management
  • B2B Banking, Cash Management, or Lending program support

Work Rights

Not specified

Tailored Resume

Cover Letter