Offer Strategy & Client Experience Analyst

Axos Clearing LLC

Target Range:

$70,000.00/Yr. - $80,000.00/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: 5%

Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 5%

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

About This Job

At Axos Securities, our goal is to provide Financial Advisors and Independent Broker Dealers with superior service in a digital-forward environment. Our Offer Strategy and Client Experience team is responsible for creating value that drives revenue. We continuously improve and expand the range of programs and services to provide value to our clients and differentiate us from our competitors.
The Offer Strategy and Client Experience Analyst will assist in developing, maintaining, and implementing offers and programs to enhance client experience and drive revenue, analyze market trends and our customer’s needs to identify strategic growth opportunities, and collaborate with cross-functional teams to create and execute offers that meet business objectives in a fast-paced environment.

Responsibilities

• Investigates, documents, and assists in the design of new offers that enhance the value proposition while driving revenue for the firm
• Implements services and solutions in accordance with offer strategy
• Analyses market trends and customer data to uncover insights and help identify growth opportunities
• Collaborates with cross-functional teams such as legal, marketing, product, operations, and client services to coordinate offer development and execution.
• Creates clear and compelling PowerPoint presentations to communicate new offer strategy, recommendations with leadership
• Drafts supporting documents (e.g. executive summaries, Intake forms, vision canvas) for program development and execution.
• Assists in the day-to-day management and optimization of the Money Manager X-Change (MMX) program
• Produces and distributes data reports to money manager partners
• Serves as a liaison between Axos legal team and third-party partners to facilitate agreements and amendments
• Assists in gaining sponsorship from partners for Axos client events
• Cross- train on existing offers to gain a holistic view of the offer programs and provide back-up coverage when required.

Requirements

• Bachelor's degree
• 2+ years of experience working in financial services industry
• Strong computer skills (Word, Excel, Outlook, etc)
• Proven organizational skills with high attention to detail
• Strong prioritization and time management skills
• Excellent verbal and written communication skills, including ability to simplify complex concepts
• Strong analytical skills with the ability to collect, analyze and disseminate information with attention to detail and accuracy
• A strong action orientation and drive for results.
• Comfort operating in changing and, at times, ambiguous environments.
• Location: Denver/Centennial area strongly preferred. Alternatively, San Diego or Omaha considered.
• Experience and or curiosity to leverage Artificial Intelligence
• Strong PowerPoint presentation skills
• Experience serving as a liaison between legal teams to facilitate agreements
• Experience with a Turnkey Asset Management Program (TAMP), custodian and/or model marketplace desired

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).