AVP, Distribution Leadership: Scale AUM & Lead Advisors

Axos Bank; Los Angeles (CA); On-site; USD 90,000 - 98,000; Full time

Benefits offered by this job

Medical, Dental, Vision, and Life Ins

Paid Sick Leave, 3 weeks’ Vacation, &

HSA or FSA account

401(k) Employer Match Program

Axos Bank Account with Self‑Directedtr

Job summary

Axos Bank is seeking an Assistant Vice President to lead and scale the distribution efforts of our integrated Broker‑Dealer and RIA platform. You will manage a six-member Financial Consultant team overseeing $135 million in assets and report to the CIO.

You will design national distribution strategies, coach advisors, ensure compliance, and contribute to growth through training and strategic initiatives. The role offers a target range of $90,000 to $98,000 with a 15% annual bonus and a 15% RSU

Qualifications

• 7+ years of experience in asset or wealth management distribution, with a track record of leading advisor teams and driving AUM growth.
• Strong understanding of investment products, portfolio construction, and financial planning principles.
• Proven ability to coach and develop financial advisors in both technical and sales competencies.
• FINRA Series 7 and 66 (or 63/65) required; Series 24 preferred.
• Bachelor’s degree required; advanced degree or professional designations (CFA, CFP®) a plus.

Responsibilities

• Lead, coach, and develop a team of six Financial Consultants across the country, fostering a high‑performance culture and driving accountability.
• Design and execute national distribution strategies to grow AUM and revenue through the firm’s retail banking and advisory channels.
• Deliver training and development programs focused on investment products, asset allocation, financial planning, and sales effectiveness.
• Serve as a player‑coach, supporting advisors in client meetings and helping craft compelling investment proposals.
• Collaborate closely with the CIO to align distribution efforts with the firm’s investment philosophy, process, and performance.
• Monitor sales performance, pipeline activity, and advisor productivity; implement KPIs and reporting frameworks.
• Ensure compliance with FINRA, SEC, and internal policies; maintain supervisory oversight of sales practices and marketing materials.
• Contribute to strategic initiatives, advisor recruiting, and the scaling of distribution infrastructure as the firm grows.

Skills

Leadership

Coaching

Strategic planning

Financial analysis

Communication

Education

Bachelor's degree

Advanced degree or CFA/ CFP designation

Tools

FINRA Series 7

FINRA Series 66

FINRA Series 24

Series 63/65 (alternative)

Job description

Axos Bank is seeking an Assistant Vice President to lead and scale the distribution efforts of our integrated Broker‑Dealer and RIA platform. You will manage a six-member Financial Consultant team overseeing $135 million in assets and report to the CIO.

You will design national distribution strategies, coach advisors, ensure compliance, and contribute to growth through training and strategic initiatives. The role offers a target range of $90,000 to $98,000 with a 15% annual bonus and a 15% RSU