[Hiring] VP, Regional Sales Executive @Axos Bank

Role Description

The VP Regional Sales Executive, Clearing Sales is a senior, quota bearing sales role responsible for originating, structuring, and closing new correspondent clearing relationships. This role manages long-cycle, complex sales processes involving broker dealers and hybrid RIAs and serves as the executive sponsor throughout due diligence, conversion, and post launch growth.

• Originate and close new correspondent clearing relationships within Axos Clearing’s ideal client profile, focusing 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.

Qualifications

• 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.