Avp, Offer Strategy & Client Experience - Banking Programs

221

Base: $70,000.00pyr - $140,000.00pyr; bonus/equity...
7 plus years of experience in financial services
Experience working with financial advisors or ibds
Strong analytical and problem-solving skills
The role focuses on driving value creation that supports revenue growth, client satisfaction, and competitive differentiation within the banking programs team

Job Summary

  • The role focuses on driving value creation that supports revenue growth, client satisfaction, and competitive differentiation within the banking programs team.
  • Candidates will contribute to the development of Banking solutions designed for advisors and Independent Broker-Dealers to enable holistic wealth management.
  • Axos offers a comprehensive benefits package including medical, dental, vision, life insurance, 401(k) match, and an employee mortgage loan program.

Matching Summary

The role focuses on driving value creation that supports revenue growth, client satisfaction, and competitive differentiation within the banking programs team.

Salary

Base: $70,000.00/Yr - $140,000.00/Yr; Bonus/Equity: 12.5% Annual Discretionary Cash Bonus + 12.5% RSU Target; Benefits: Medical, Dental, Vision, Life, 401(k) Match, Paid Time Off

Skills & Requirements

Must-have

  • 7 plus years of experience in financial services
  • Experience working with Financial Advisors or IBDs
  • Strong analytical and problem-solving skills

Nice-to-have

  • Interest in leveraging Artificial Intelligence
  • Exposure to Trust, Insurance, or M&A solutions
  • Proactive and adaptable mindset

Key Requirements

  • Bachelor's degree required
  • 7+ years in financial services, banking, product, or strategy
  • Understanding of advisor business models and banking solutions

Work Rights

Not specified

Tailored Resume

Cover Letter