VP, Regional Sales Executive
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Job Description
VP, Regional Sales Executive responsible for building correspondent clearing relationships for Axos Clearing. Leading sales lifecycle, structure deals, and manage client engagements while ensuring regulatory compliance.
Responsibilities:
- 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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