VP, Regional Sales Executive

Axos Bank

VP, Regional Sales Executive responsible for building correspondent clearing relationships for Axos Clearing. Leading sales lifecycle, structure deals, and manage client engagements while ensuring regulatory compliance.

Posted 7/12/2026full-timeRemote • California • 🇺🇸 United StatesLead💰 $140,000 - $150,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing the full sales lifecycle within the wealth management sector, with a strong focus on broker-dealer clearing and capital markets. Proven ability to build and maintain a robust sales pipeline while ensuring compliance in a regulated environment.

Highest-signal resume keywords

Sales Lifecycle ManagementBroker-Dealer Clearing ExpertiseSalesforce CRM ExperienceActive Series 7 LicenseFinancial Acumen

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales ManagementDeal StructuringPipeline ManagementEconomic ModelingPricing StrategyProfitability AnalysisConsultative SalesClient OnboardingDue DiligenceRegulatory Compliance

Soft Skills

Executive-Level CommunicationRelationship BuildingClient EngagementTeam CollaborationProactive Outreach

Tools & Technologies

Salesforce

Certifications & Qualifications

Series 7 License

Industry Keywords

Wealth ManagementFinancial ServicesBroker-DealerCapital MarketsHybrid RIACorrespondent ClearingRisk ManagementSales StrategyClient EventsIndustry Conferences

About the role

Key responsibilities & impact

Originate and close new correspondent clearing relationships within Axos Clearing’s ideal client profile, with a focus 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

Requirements

What you’ll need

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

Comp & perks

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