Associate Program ManagerWe're looking for an Associate Program Manager to help scale and optimize Axos' investment offerings, with a focus on Securities-Directed Trading (SDT) and Managed Portfolios. This role sits at the intersection of Product, Wealth, Marketing, and Operations—owning execution, driving growth, and turning strategy into real, measurable outcomes. You'll act as both operator and strategist, someone who can take a concept, build the plan, and drive it across the finish line while keeping stakeholders aligned and outcomes front and center.Responsibilities:Own end-to-end delivery of strategic initiatives across SDT and Managed Portfolios, from scoping through execution and post-launch optimizationDefine timelines, milestones, and success metrics while proactively managing risks, dependencies, and trade-offsDrive cross-functional alignment across Product, Engineering, Marketing, Compliance, and Wealth teams to ensure seamless executionEstablish, monitor, and report on KPIs (adoption, engagement, AUM, revenue), holding stakeholders accountable to measurable outcomesTranslate business priorities into actionable program roadmaps that drive trading and managed portfolio adoptionIdentify and implement improvements to onboarding, funding, trading, and portfolio enrollment to reduce friction and increase conversionSupport the launch of new features, capabilities, and client experiences, ensuring readiness for adoption and measurable impactContinuously refine programs based on performance data, client feedback, and operational insightsAnalyze client behavior, product performance, and market trends to identify growth opportunities and risksDevelop business cases and ROI frameworks to prioritize initiatives and inform investment decisionsPartner with data teams to build dashboards and reporting that provide clear visibility into performance and trendsDeliver clear, actionable recommendations that translate analysis into business impactPrepare and present concise, high-impact updates to senior leadership on performance, risks, and opportunitiesAct as a subject matter expert on SDT and Managed Portfolios, including product mechanics, client segments, and revenue driversSimplify complex topics into clear narratives that enable fast, confident decision-makingInfluence stakeholders across levels through strong data-driven storytelling and business judgmentQualifications:Bachelor's degree in Finance, Business, or a related field1+ years of experience in program management, product, consulting, or financial servicesStrong understanding of investment products, including trading platforms and managed/advisory portfoliosProven ability to lead cross-functional initiatives and deliver measurable outcomesHighly analytical, with the ability to translate data into insight and actionStrong executive communication skills with experience influencing senior stakeholdersComfortable operating in ambiguity with a high degree of ownership and accountabilityAxos Employee Benefits May Include:Medical, Dental, Vision, and Life InsurancePaid Sick Leave, 3 weeks' Vacation, and Holidays (about 11 a year)HSA or FSA account and other voluntary benefits401(k) Retirement Saving Plan with Employer Match Program and 529 Savings PlanEmployee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed TradingAbout AxosBorn 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