Axos Bank · 2 months ago
VP, Offer Strategy & Client Experience
San Diego, CA
Full-time
Onsite
Senior Level, Lead/Staff
$135K/yr - $155K/yr
8+ years expAxos Bank is a digital-first financial institution dedicated to providing innovative financial tools and services. The VP of Offer Strategy & Client Experience will lead the development and execution of Banking solutions for financial advisors and independent broker-dealers, focusing on value creation and client satisfaction.
Banking
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
Qualification
Required
Bachelor's degree
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
Preferred
8-10 years in financial services, with 5+ years in product management
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
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
Company
Axos Bank
Axos Bank is an online bank that assists consumers and businesses in managing their finances.
1001-5000 employees
H1B Sponsorship
Axos Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (24)
2024 (27)
2023 (25)
2022 (14)
2021 (2)
Funding
Current Stage
Late StageLeadership Team
Raymond Matsumoto
Executive Vice President - Chief Operating Officer
Recent News
2026-01-17
2026-01-05
Company data provided by crunchbase