Axos Bank

  • Relationship Manager 1

    Job Locations US-NJ-Iselin
    Job ID
    2019-2898
    Job Type
    Regular Full-Time
  • Description

    Headquartered in Omaha, Nebraska, Axos Clearing is a leading correspondent clearing firm serving independent broker-dealers in the retail, active-trading, and institutional markets. Axos Clearing also offers flexible custody solutions for Registered Investment Advisers (RIA)and is a subsidiary of Axos Financial publicly traded on the New York Stock Exchange under the symbol "AX (NYSE: AX). 

     

    We bring together human insight and digital expertise to anticipate the needs of our customers. Our team members are innovative, technologically sophisticated, and motivated to achieve.   

    • Majority of position generating new business by calling on prospects to provide leads to Sales Directors
    • Build and manage pipeline of prospects using Salesforce.com and other systems
    • Responsible for growth and management in a subset of assigned Broker Dealers
    • Develop executive level relationships with Broker Dealer and RIA
    • Engage with new business and conversions team to transition new client during conversion process
    • Utilize Salesforce.com to manage and track resolutions of the day-to-day issues
    • Collaborate with operational units to enhance and maintain service quality across the client base
    • Provide input to senior management, sales group and account executives
    • Monitor correspondent and Axos Clearing performance trends
    • Participate in special projects and perform any other duties as directed

    Key Skill Sets or Knowledge Requirements

    • Hunter who proactively calls upon prospects to set 5 appointments for Sales Director per week
    • Excellent oral and written communication skills, decision-making, analytical and problem-solving skills

    Desired Career Experience & Education Requirements

    • Successful completion of the General Securities Exam Series 7
    • 1+ years financial services experience; CS, RM, preferably Sales, with a working knowledge of the securities industry, its products, operations and sales functions
    • Understanding of back office systems (BETA) and other relevant software – Front End Trading Platforms, Middleware, Risk and Compliance tools, etc. a plus
    • Able to travel to conferences and on site meetings
    • High School diploma

    Apply directly for consideration as we are not using any outside agencies for any of our openings

     

    Equal Employment Opportunity: 

     

    Axos Clearing is an equal opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state and local laws.

     

    Job Functions & Work Environment:

     

    The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.

     

    While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc.

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