Axos Bank

Director, Business Development

Job Locations US-NJ-Iselin
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Job ID
Job Type
Regular Full-Time


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.   


Click here to go to our web site and learn more about Axos Clearing and what it's like to work with us!


Key Skill Sets or Knowledge Requirements

  • Primary responsibility is to hunt - constantly turning over rocks to source new leads in assigned territory  
  • Target Mid-Size RIAs in designated territory
  • Execute the sales plan as developed by the Senior Vice President
  • Prospect 50-100 calls a week to build pipeline 
  • Meet or exceed quota obligations as assigned
    • 500mm in net new AUC 
    • 25mm in new cash sweep balances 
  • Utilize to maintain an accurate sales funnel, maintain call logs, document updates
  • Develop and maintain positive relationships with prospects
  • Provide sales and revenue forecasts as required
    • 30-60-90 day projections 
  • Maintain an in depth understanding of the market requirements
  • Gain an in depth understanding of the competition
  • Must be able to accurately document discussions and agreements and follow up accordingly
  • Ability to work independently and frequently in pressure situations
  • Relationship Manager for larger accounts
  • Perform other duties as assigned
  • Travel 30-50% - Conferences, Trade Shows, and in Territory Visits 

Desired Career Experience & Education Requirements

  • Bachelors Degree
  • 10+ years financial services experience – clearing experience preferred
  • Direct experience in RIA, Custody, or Brokerage 
  • Seasoned knowledge of the securities industry brokerage operation and Company policies and procedures.
  • Exercise sound judgment in safeguarding confidential information
  • Thorough knowledge of Axos products, service, and offerings.
  • Strong administrative, time management and organizational skills.
  • Strong human relation, communication, presentation and telephone skills.
  • Successful completion of FINRA, Series 7, General Securities Exam.
  • Willingness and ability to travel often. 30-50%

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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