Axos Bank
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Axos Bank is seeking a Creative and Content Strategy Director to lead brand, content, and design strategies, manage creative teams, develop brand campaigns, and drive growth and efficiency. Responsibilities include inspiring and managing creatives, guiding creative work, leading brand evolution, and driving revenue optimization through content and design strategies. Requirements include a Bachelor's degree, 12+ years in the creative space, experience in organizational rebrands, and a strong portfolio of unified campaigns.
Implement operational risk policies and procedures, prepare risk management documentation, track KRI's, and provide updates on operational risk issues. Requires 5+ years of experience in the Financial Services or Brokerage Industry.
Legal intern position at Axos Bank's inhouse Legal Department in San Diego office. Responsible for assisting corporate attorneys and Operations Manager with legal tasks and activities, including research, drafting, and review of agreements. Must be a law student who has completed at least the first year of law school.
Assist in building and maintaining a SQL-based data warehouse for commercial banking and real estate lending at Axos Bank. Responsibilities include reviewing financing opportunities, facilitating loan closings, and identifying comparable properties for valuations.
The Sr. Visual Designer at Axos Bank designs visual concepts for digital and print media, collateral, and events. Responsibilities include collaborating with marketing teams, executing marketing materials, managing design templates, and delivering projects within timelines and budget.
Oversee the team of Commercial Lending Operations special projects and initiatives. Providing day-to-day support, training, and coaching. Responsibilities include operational assessments, project planning and execution, risk mitigation, and fostering a positive work environment. Requires a Bachelor's degree and 5+ years' related experience.
Lead sales efforts targeting wealth management, hybrid broker dealer RIA clients. Develop and execute sales strategies to build and maintain customer relationships. Identify new business opportunities, analyzes market trends, and achieve revenue targets.
Manages sales activities in assigned region to achieve revenue goals, develops and implements sales strategies, identifies new market opportunities, builds strong customer relationships, conducts market research, and analyzes trends to maximize profitability.
Seeking a seasoned Program Manager with over 10 years of experience leading complex software development projects to join the PMO. Responsible for overseeing successful project and program planning, governance, and delivery, managing financials, schedules, producing metrics and reports, and interfacing with senior leadership.
The Senior Accountant at Axos Bank is responsible for preparing journal entries, maintaining the general ledger, assisting in designing controls for the SOX program, and conducting ad-hoc accounting, internal controls, and technical research. They analyze accruals, perform reconciliations, and report on financial performance internally and externally.
Administer payroll production, ensure timely delivery of payroll services, process payroll data, calculate wages and deductions, file payroll taxes, manage client inquiries, and troubleshoot payroll issues.
Support the product manager in developing and launching new products, define product features and functions, track end-user engagement, and monitor product delivery
Looking for a Lead Support Engineer to coordinate and supervise production activities, monitor performance, prioritize and manage issue resolution, develop workflows, maintain schedules, perform systems configuration and administration, manage client communications, collaborate with internal and external stakeholders, support release management, act as a technical liaison, and ensure system availability and operation.
The Zenith Client Operations Specialist is responsible for providing operational and customer service support within the Zenith Information Systems ecosystem. Responsibilities include providing payroll and operations support, managing incoming support calls and emails, troubleshooting payroll and accounting issues, and ensuring clean and accurate books. The role requires exceptional communication skills and a high school diploma.
Drive the self-directed trading product and work closely with securities leadership to deliver a best-in-class securities trading and portfolio management experience to clients. Responsible for product leadership throughout the software development life cycle, including product launch and go-to-market.
The Operations Specialist role at Axos Clearing LLC involves supporting new account opening, maintenance of accounts, and processing transfer requests. Responsibilities include reviewing client forms, handling exception reports, collaborating with the team, and identifying process enhancements. Requires strong organizational and computer skills, with a preference for a Bachelor's degree. Must be detail-oriented, analytical, and able to work independently or as part of a team.
Analyzes business data to identify trends and insights, provides recommendations to improve business performance, develops and maintains dashboards and reports, collaborates with cross-functional teams for data-driven decision making.
The Sr. Conversion Specialist role at Axos Clearing LLC involves coordinating the conversion of outside accounts and assets to AAS, providing training to new RIAs, troubleshooting issues, and ensuring excellent customer service. Responsibilities include operational functions, training new RIAs, advocating for RIAs, tracking conversion statuses, and being a subject matter expert. Requirements include a high school diploma, 5+ years' in financial services, Series 7 and 63 licenses, and proficiency in Microsoft Excel, Word, and PowerPoint. Preferred qualifications include a Bachelor's degree, public speaking and product training experience, and knowledge of DocuSign.
Axos Bank is hiring a Customer Loyalty Representative to provide customer service, troubleshoot and resolve customer issues, and recommend solutions. This role is ideal for beginners in sales looking to start their career in FinTech.
Responsible for preliminary monitoring of Bank Secrecy Act and Anti-Money Laundering compliance program. Assess suspicious activity, review data related to OFAC, and ensure compliance with BSA, AML, and OFAC regulations. Conduct analysis on transactional data, assist in account opening processes, and make risk rating decisions on client accounts. Attend training for continued education on BSA and OFAC. Bachelor's degree and 5+ years of experience in a related supervisory role required.