VP, Regional Sales Executive

About This JobThe VP Regional Sales Executive, Clearing Sales is a senior, quota bearing sales role responsible for originating, structuring, and closing new correspondent clearing relationships. This role manages long-cycle, complex sales processes involving broker dealers and hybrid RIAs and serves as the executive sponsor throughout due diligence, conversion, and post launch growth.The role partners closely with Product Managers, Operations, Risk, Finance, and Senior Leadership to ensure profitable growth aligned with Axos Clearing’s strategic, operational, and risk objectives. Success is measured by net new clearing revenue, disciplined sales behaviors, and pipeline quality, not just activity volume.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 firmsOwn the full sales lifecycle, including prospecting, deal structuring, credit approval, onboarding, and fundingStructure competitive, profitable deals in partnership with Finance and Sales LeadershipServe as executive sponsor through due diligence, conversion, and post-launch growthBuild and manage a robust pipeline of qualified opportunities to support long-term revenue targetsConduct regular prospect and client meetings, including significant in-person engagementRepresent the firm at industry conferences, client events, and partner meetingsMaintain accurate, timely activity and pipeline reporting in SalesforceFollow formal sales, pricing, and approval processes in a regulated environmentQualifications:Bachelor’s degree in Business, Finance, or a related field8+ years of sales experience within wealth management or financial servicesActive Series 7 license (minimum)Deep understanding of broker‑dealer clearing, custody, and capital markets infrastructureProven ability to manage long-cycle, consultative enterprise salesStrong financial acumen (Pipeline Management, economic modeling, pricing, profitability)Executive‑level communication skills across client and internal stakeholdersComfort operating in regulated, risk‑aware environments with multiple approval layersSalesforce CRM experienceComfortable with high‑volume outbound calling to proactively build and manage a strong sales pipeline