Associate Program Manager - Invest

Axos Bank; San Diego (CA); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Medical, Dental, Vision, and Life

Paid Vacation & Holidays

401(k) Retirement Plan with Employer

Employee Benefits

Job summary

Axos Invest, Inc. is seeking an Associate Program Manager to scale and optimize investment offerings across Securities-Directed Trading and Managed Portfolios. You will own end-to-end initiatives, collaborate with Product, Wealth, Marketing, and Ops, and drive measurable adoption and revenue outcomes.

You will translate strategy into roadmaps, monitor KPIs, and partner with data teams to build dashboards, ensuring readiness for new features and client experiences.

Qualifications

• Bachelor's degree in Finance, Business, or a related field.
• 1+ years of experience in program management, product, consulting, or financial services.
• Strong understanding of investment products, including trading platforms and managed/advisory portfolios.
• Proven ability to lead cross-functional initiatives and deliver measurable outcomes.
• Highly analytical, with the ability to translate data into insight and action.
• Strong executive communication skills with experience influencing senior stakeholders.
• Comfortable operating in ambiguity with ownership and accountability.

Responsibilities

• Own end-to-end delivery of SDT and Managed Portfolios initiatives.
• Define timelines, milestones, and success metrics while managing risks and trade-offs.
• Drive cross-functional alignment across Product, Engineering, Marketing, Compliance, and Wealth teams.
• Establish, monitor, and report on KPIs (adoption, engagement, AUM, revenue).
• Translate business priorities into actionable program roadmaps for trading adoption.
• Identify and implement improvements to onboarding, funding, trading, and portfolio enrollment.
• Support the launch of new features, capabilities, and client experiences.
• Continuously refine programs based on performance data and feedback.
• Analyze client behavior, product performance, and market trends for growth and risk.
• Develop business cases and ROI frameworks to prioritize initiatives.
• Partner with data teams to build dashboards and reporting.
• Deliver clear, actionable recommendations to senior leadership.
• Prepare and present updates on performance, risks, opportunities.
• Act as SME on SDT and Managed Portfolios.
• Simplify complex topics into clear narratives for fast decisions.
• Influence stakeholders through data-driven storytelling and business judgment.

Skills

Investment products knowledge

Cross-functional leadership

Analytical mindset

Executive communication

Ownership & accountability

Program management experience

Education

Bachelor's degree in Finance, Business, or a related field

Job description

Axos Invest, Inc.

Target Range

$70,000/Yr. - $80,000/Yr.

Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education.

Eligible for an Annual Discretionary Cash Bonus Target: 10%

Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 10%

These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets.

About This Job

We're looking for an Associate Program Manager to help scale and optimize Axos' investment offerings, with a focus on Securities-Directed Trading (SDT) and Managed Portfolios. This role sits at the intersection of Product, Wealth, Marketing, and Operations-owning execution, driving growth, and turning strategy into real, measurable outcomes.

You'll act as both operator and strategist, someone who can take a concept, build the plan, and drive it across the finish line while keeping stakeholders aligned and outcomes front and center.

Responsibilities

• Own end-to-end delivery of strategic initiatives across SDT and Managed Portfolios, from scoping through execution and post-launch optimization
• Define timelines, milestones, and success metrics while proactively managing risks, dependencies, and trade-offs
• Drive cross-functional alignment across Product, Engineering, Marketing, Compliance, and Wealth teams to ensure seamless execution
• Establish, monitor, and report on KPIs (adoption, engagement, AUM, revenue), holding stakeholders accountable to measurable outcomes
• Translate business priorities into actionable program roadmaps that drive trading and managed portfolio adoption
• Identify and implement improvements to onboarding, funding, trading, and portfolio enrollment to reduce friction and increase conversion
• Support the launch of new features, capabilities, and client experiences, ensuring readiness for adoption and measurable impact
• Continuously refine programs based on performance data, client feedback, and operational insights
• Analyze client behavior, product performance, and market trends to identify growth opportunities and risks
• Develop business cases and ROI frameworks to prioritize initiatives and inform investment decisions
• Partner with data teams to build dashboards and reporting that provide clear visibility into performance and trends
• Deliver clear, actionable recommendations that translate analysis into business impact
• Prepare and present concise, high-impact updates to senior leadership on performance, risks, and opportunities
• Act as a subject matter expert on SDT and Managed Portfolios, including product mechanics, client segments, and revenue drivers
• Simplify complex topics into clear narratives that enable fast, confident decision-making
• Influence stakeholders across levels through strong data-driven storytelling and business judgment

Qualifications

• Bachelor's degree in Finance, Business, or a related field
• 1+ years of experience in program management, product, consulting, or financial services
• Strong understanding of investment products, including trading platforms and managed/advisory portfolios
• Proven ability to lead cross-functional initiatives and deliver measurable outcomes
• Highly analytical, with the ability to translate data into insight and action
• Strong executive communication skills with experience influencing senior stakeholders
• Comfortable operating in ambiguity with a high degree of ownership and accountability

Axos Employee Benefits May Include

• 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

About Axos

Born digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want. We're a diverse team of dynamic, insightful, and independent innovators who are excited to provide technology-driven solutions that offer unbeatable value to our customers.

Axos Financial is our holding company and is publicly traded on the New York Stock Exchange under the symbol \"AX\" (NYSE: AX).

Learn more about working at Axos

Pre-Employment Background Check and Drug Test

All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana. Axos Bank is a federally regulated banking institution. At the federal level, marijuana is an illegal schedule 1 drug; therefore, we will not employ any person who tests positive for marijuana, regardless of state legalization.

Equal Employment Opportunity

Axos 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 and Work Environment

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.

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.

E-Verify and Right to Work Notices

Axos participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States. The E-Verify program is an internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.

IER Right to Work Poster (English/Spanish)

E-Verify Participation Poster (English/Spanish)