Axos Bank logo
Axos Bank

Bank, borrow, invest & plan – manage your financial life with Axos. Our team is the secret to our success. Join us!

VP, Regional Sales Executive

Account ExecutiveSalesFull TimeRemoteMid LevelTeam 1,001-5,000Since 2000H1B SponsorCompany SiteLinkedIn

Location

United States

Posted

1 day ago

Salary

$140K - $150K / year

Seniority

Mid Level

Job Description

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.

Related Job Pages

More Account Executive Jobs

talentpluto logo

Account Executive – Growth Associate

talentpluto

The AI headhunter connecting elite tech sales talent with high-growth startups.

Full TimeRemoteTeam 1-10Since 2024H1B No Sponsor

• Close a high volume of inbound deals with enterprise-level complexity • Multi-thread with founders, C-suite, and multiple stakeholders • Partner with risk advisors and growth leads throughout the sales cycle • Manage roughly $1.5M in annual quota with ~3-month sales cycles • Optionally self-source outbound for additional compensation

United States
$120K - $150K / year
Sourcewell logo

Senior Account Executive

Sourcewell

Sourcewell is a self-supporting government organization with more than 400 suppliers and over 50,000 members.

Full TimeRemoteTeam 201-500H1B No Sponsor

• The Senior Account Executive is responsible for generating revenue by representing Sourcewell’s Enterprise Solution team • Reach profit and margin goals by developing strong relationships with key and targeted agency accounts and serving as a trusted advisor • Actively involved in the management, retention, and growth of assigned agency accounts • Represent Government Accounts at internal and external meetings • Manage and develop important agency relationships with guidance from senior colleagues • Develop and implement a relationship management plan for existing accounts to identify and build relationships with relevant decision-makers and influencers within the organization and to enable effective two-way flow of information and resolution of issues • Manage ongoing relationships with identified agency segments to ensure their needs are met • Use personal expertise to identify the complex standard solutions offered by the organization that meet the agency's needs • Present solutions to the agency with a clear rationale and explanation of the solution alignment with the agency's objectives • Set clear objectives for each call or meeting and tailor standard materials to make presentations to decision-makers and influencers within the agency • Assist with the development of internal communications and work collaboratively with colleagues • Identify potential accounts by obtaining information, referrals, and recommendations from existing accounts and other contacts

Florida
$99.2K - $124K / year
Full TimeRemoteTeam 10,001+Since 1833H1B Sponsor

• Achieve annual budget objectives for assigned sales territory • Build a comprehensive business plan to optimize short- and long-term territory performance • Lead the execution of a consultative sales process from qualification to contract negotiations for all opportunities within assigned territory • Prepare for and provide meaningful participation in the future improvement and development of McKesson products and services • Ensure ongoing attention to enhancing strong relationships with key customers

New York
$132.9K - $221.5K / year
OneDigital logo

Senior Associate Account Manager

OneDigital

Fierce Advocates of Health, Success and Financial Security

Full TimeRemoteTeam 1,001-5,000Since 2000H1B Sponsor

• Supports Senior Account Managers and Account Managers in managing an assigned book of business • Serves in an advisory capacity for clients, addressing day-to-day service needs • Coordinates and reviews the accuracy of client-facing materials • Collaborates with Senior Account Managers and Account Managers to manage the annual renewal process • Reviews insurance contracts, SBC’s, and benefit summaries • Supports compliance deliverables • Assists with client acquisitions and new division onboarding • Supports Open Enrollment project management • Oversees the post-enrollment audit process • Aids in carrier implementation • Partners with benefits technology teams to provide accurate data

Arizona + 3 moreAll locations: Arizona | California | New Mexico | Texas
$95K - $120K / year