VP of Clearing Sales managing new correspondent clearing relationships at Axos Clearing. Leading complex sales processes and collaborating with internal teams to ensure profitability.
Responsibilities
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
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
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