VP, Regional Sales Executive

This is a fully remote position, open to applicants in California.

📋 Description

• Initiate and finalize new correspondent clearing partnerships aligned with Axos Clearing’s preferred client profile, concentrating on broker-dealers and hybrid RIA wealth management firms.

• Manage the entire sales process, encompassing prospecting, deal structuring, credit approval, onboarding, and funding.

• Collaborate with Finance and Sales Leadership to create competitive and profitable deals.

• Act as the executive sponsor throughout due diligence, conversion, and post-launch growth phases.

• Develop and oversee a strong pipeline of qualified opportunities to achieve long-term revenue goals.

• Facilitate regular meetings with prospects and clients, including significant in-person interactions.

• Represent the firm at industry conferences, client events, and partner meetings.

• Ensure accurate and timely reporting of activities and pipeline in Salesforce.

• Adhere to formal sales, pricing, and approval procedures within a regulated environment.

⛳️ Requirements

• Bachelor’s degree in Business, Finance, or a related area.

• Over 8 years of sales experience in wealth management or financial services.

• Active Series 7 license (at a minimum).

• Comprehensive understanding of broker-dealer clearing, custody, and capital markets infrastructure.

• Demonstrated ability to manage long-cycle, consultative enterprise sales.

• Strong financial acumen, including pipeline management, economic modeling, pricing, and profitability analysis.

• Exceptional communication skills at the executive level, engaging with both clients and internal stakeholders.

• Ability to operate effectively in regulated, risk-aware environments with multiple layers of approval.

• Experience with Salesforce CRM.

• Comfortable making high-volume outbound calls to proactively develop and maintain a strong sales pipeline.

🏝️ Benefits

• Medical, Dental, Vision, and Life Insurance.

• Paid Sick Leave, 3 weeks’ Vacation, and Holidays (approximately 11 annually).

• HSA or FSA account along with other voluntary benefits.

• 401(k) Retirement Savings Plan with Employer Match Program and 529 Savings Plan.

• Employee Mortgage Loan Program and complimentary access to an Axos Bank Account with Self-Directed Trading.