Avp, Program Management Invest

1 week ago

San Diego, United States Axos Invest, Inc. Full time

Axos Invest, Inc.

Target Range:
$72,250.20 - $97,750.28

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

The role of AVP, Program Management Invest is pivotal in driving the future of our investment solutions and better meeting the needs of clients by defining the vision and bringing the vision to fruition. You will be responsible for managing and implementing end-to-end program management efforts for key elements of our technical and product-based investment offering. Key areas of focus will be strategy/ideation, research/design, roadmap/planning, pricing, product launch, and go-to-market.
- Research
- Analyze competition, track competitive moves, and determine appropriate positioning and features to sustain competitive advantage in target segments
- Work closely with front-line colleagues and clients to understand client needs and communicate potential solutions
- Create user personas based on an in-depth understanding of the market and client use cases
- Due Diligence
- Implement due diligence procedures, processes, and analysis on investment partners, model providers, and digital assets
- Coordinate quarterly reports for internal and external use for evaluation and approval
- Liaison with marketing in creating retail communications on investment partners, model providers, and digital assets
- Planning
- Prioritize future initiatives based on strategic vision, feasibility, market dynamics, client need, and fiscal impact
- Socialize product strategy, roadmaps and plans among key stakeholders
- Develop high-level vision documents for strategic initiatives, including vision, objectives, high level approach, and success criteria (quality/scope, time-to-market, and ROI)
- Executing
- Make recommendations regarding build/buy/partner decisions
- Convert client needs and product plans into product requirements
- Ability to define specific requirements from both a platform-based and investment-product offering standpoint
- Provide support to junior product team members as needed throughout the project lifecycle
- Train and mentor product analysts and others in broader industry knowledge and competitor awareness
- Sponsor product release planning sessions in partnership with other product groups, IT and PMO as necessary
- Ensure operating and support structures are in place for the product (including documentation, training, and staffing)
- Identify and review potential service providers as needed
- Develop plans for product launch including collaboration with marketing and creation of training programs for client-facing team
- Ongoing Management
- Obtain client and key stakeholder feedback on initiatives and overall product-set
- Regularly review and communicate statuses, adoption and effectiveness of initiative and product efforts

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 TradingAbout 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:
Equal Employment Opportunity:
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.

  • AVP, Investment Transition Manager

    3 weeks ago

    San Diego, United States LPL Financial Full time

    Job Overview: The Investment Transition Partner (ITP) works directly with recruits who are transitioning from various firms to LPL Financial into any of LPL affiliation types such as Core, SWS, Linsco, RIA, Advisor Network and Institutional. The ITP’s core responsibilities will be to conduct consultative discovery sessions with individual prospects and...

  • AVP, Investment Transition Manager

    4 weeks ago

    San Diego, United States LPL Financial Full time

    Job Overview: The Investment Transition Partner (ITP) works directly with recruits who are transitioning from various firms to LPL Financial into any of LPL affiliation types such as Core, SWS, Linsco, RIA, Advisor Network and Institutional. The ITP’s core responsibilities will be to conduct consultative discovery sessions with individual prospects and...

  • AVP, Investment Transition Manager

    3 weeks ago

    San Diego, United States The Ladders Full time

    Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you! LPL Financial (Nasdaq: LPLA) was founded on the principle that...

  • College Grove

    3 days ago

    San Diego, United States MISSION FEDERAL CREDIT UNION Full time

    Looking for a place where the team constantly strives to provide customers with the best experience possible? Where helping our customers succeed financially is more important than profit? Looking to work with a great team where you will feel supported and appreciated? Want to work somewhere you can really have an IMPACT? We have an amazing opportunity for...

  • AVP, Compliance Officer

    2 months ago

    San Diego, United States Axos Financial, Inc. Full time

    As AVP, Compliance Officer, you will participate and lead compliance risk assessments, quality assurance reviews, compliance monitoring processes, and company-wide compliance training, covering high risk activities. Support business units compliance, Compliance Officer, Compliance, Officer, Department Manager, Monitoring, Business, Business Services

  • Research Associate

    2 weeks ago

    San Francisco, United States Germany Trade & Invest Full time

    Germany Trade & Invest (GTAI) is the economic development agency of the Federal Republic of Germany. We strengthen the German economy by informing German companies about export markets, by attracting and advising foreign companies to enter the German market, and by marketing Germany as an attractive business location in Germany as well as abroad. Are you...

  • AVP/Sr. Financial Analyst II

    1 month ago

    San Jose, United States Heritage Bank of Commerce Full time

    Job Code: HBC 24-14 Job Summary The AVP/Sr. Financial Analyst II is responsible for providing financial reporting support for the Controller and Chief Financial Officer. The AVP is responsible for maintaining general ledger and related computer systems and processing accounting and investment transactions. The AVP strives to achieve a standard of excellence...

  • AVP/Sr. Financial Analyst II

    3 weeks ago

    San Jose, United States Heritage Bank of Commerce Full time

    Job Code: HBC 24-14 Job Summary The AVP/Sr. Financial Analyst II is responsible for providing financial reporting support for the Controller and Chief Financial Officer. The AVP is responsible for maintaining general ledger and related computer systems and processing accounting and investment transactions. The AVP strives to achieve a standard of excellence...

  • AVP, Marketing

    3 days ago

    San Antonio, United States UT Health Science Center at San Antonio Full time

    JOB SUMMARY Reporting to the Vice President and Chief Marketing Communications Officer, the inaugural Assistant Vice President for the Office of Marketing Communications and Media is a key campus leader charged with defining and leading integrated strategies in brand, reputation management, marketing, internal and external communications, and media and...

  • AVP/Sr. Financial Analyst II

    2 weeks ago

    San Jose, United States Heritage Bank of Commerce Full time

    Job Code: HBC 24-14 Job Summary The AVP/Sr. Financial Analyst II is responsible for providing financial reporting support for the Controller and Chief Financial Officer. The AVP is responsible for maintaining general ledger and related computer systems and processing accounting and investment transactions. The AVP strives to achieve a standard of...

  • AVP/Sr. Financial Analyst II

    1 week ago

    San Jose, California, United States Heritage Bank of Commerce Full time

    Job Code: HBC 24-14 Job Summary The AVP/Sr. Financial Analyst II is responsible for providing financial reporting support for the Controller and Chief Financial Officer. The AVP is responsible for maintaining general ledger and related computer systems and processing accounting and investment transactions. The AVP strives to achieve a standard of excellence...

  • Avp, Deposit Operations Manager

    2 weeks ago

    San Diego, United States North Island Credit Union Full time

    AVP, Deposit Operations Manager **General Summary** Under the direction of the Director, Deposit Operations, this position is responsible for providing leadership and direction to department employees including staff development, motivation, and training. This position is responsible for day-to-day operations of the Deposit Operations department and...

  • Del Mar Highlands

    1 month ago

    San Diego, United States Mission Fed Full time

    Branch Network - Del Mar Highlands, San Diego, California, United States of America Job Description Posted Friday, March 22, 2024 at 4:00 AM Looking for a place where the team constantly strives to provide customers with the best experience possible? Where helping our customers succeed financially is more important than profit? Looking to work with a great...

  • Del Mar Highlands

    3 weeks ago

    San Diego, United States Mission Fed Full time

    Branch Network - Del Mar Highlands, San Diego, California, United States of America Job Description Posted Friday, March 22, 2024 at 4:00 AM Looking for a place where the team constantly strives to provide customers with the best experience possible? Where helping our customers succeed financially is more important than profit? Looking to work with a great...

  • AVP Enterprise Architecture

    1 month ago

    San Jose, United States CLevelCrossing Full time

    18,166 Job Information Deloitte AVP, Enterprise Architecture in San Jose California AVP, Enterprise Architecture Are you interested in working in a dynamic environment that offers opportunities for professional growth and new responsibilities? If so, Deloitte & Touche LLP could be the place for you. Deloitte Risk and Financial Advisory helps clients manage...

  • AVP Community Health and Community Engagement

    1 week ago

    San Antonio, Texas, United States CLevelCrossing Full time

    AVP Community Health and Community EngagementDescription:In order to create a long-lasting positive impact on the health equity of the communities we serve, it is crucial to leverage the support of key stakeholders. Healthy equity thrives on strong partnerships, collaborations, engagement, and data-driven analysis. We are looking for innovative, experienced...

  • AVP, Deposit Operations Manager

    2 weeks ago

    San Diego, United States North Island Credit Union Full time

    Job DescriptionJob DescriptionAVP, Deposit Operations ManagerGeneral SummaryUnder the direction of the Director, Deposit Operations, this position is responsible for providing leadership and direction to department employees including staff development, motivation, and training. This position is responsible for day-to-day operations of the Deposit Operations...

  • AVP Enterprise Architecture

    1 week ago

    San Jose, California, United States CLevelCrossing Full time

    18,166Job InformationDeloitteAVP, Enterprise ArchitectureinSan JoseCaliforniaAVP, Enterprise ArchitectureAre you interested in working in a dynamic environment that offers opportunities for professional growth and new responsibilities? If so, Deloitte & Touche LLP could be the place for you. Deloitte Risk and Financial Advisory helps clients manage...

  • AVP, Compliance Officer

    3 weeks ago

    San Diego, United States axosbank.com Full time

    Axos BankTarget Range:$66,560.00/Yr. - $90,000.00/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: 10%Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 10%These discretionary target...

  • AVP, Compliance Officer

    1 month ago

    San Diego, United States Axos Bank Full time

    Axos Bank Target Range: $66,560.00/Yr. - $90,000.00/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: 10% Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 10% These...