Responsibilities
Change Plan Intake & Tier 1 Support
Own the end-to-end enablement plan for Tier 0 & 1 changes, from intake through publication and dissemination.
Facilitate partner and alignment meetings with initiative owners, product, service, and relationship management to establish scope, audience, timing, and dependencies for each change
Apply the standardized change approach to determine the appropriate support tier for each incoming request and document the rationale for the tier assigned
Build the change plan, including tactics, audiences, sequencing, and artifact list, and route it through review and approval
Maintain project management hygiene for all assigned change plans so status, owners, and blockers are current and visible
Tier 0 & Tier 1 Content Production
Produce Tier 0 content across the standing channels: RIA Connect / Custody Connection, Axos Connection, TV display slides, AXcelerate publication, and Axos Insights
Draft Tier 1 talking points and route them through the established review and approval path
Develop change artifacts including FAQs, talking points, user guides, job aides, and video demos in support of assigned changes
Adapt documents and presentations for the intended audience, maintaining consistent voice, terminology, and brand standards across all channels
Publish approved content to the centralized SharePoint and confirm the change calendar reflects the delivery
RIA Connection Coordination & Content
Coordinate the weekly RIA Connection cycle, including the weekly call topics email and gathering content from contributing teams
Draft and review RIA Connection content, working with subject matter experts to confirm accuracy before publication
Manage contributor deadlines and escalate gaps early enough to protect the publication date
Recurring Publications & Communications
Build and publish recurring communications in Contact Monkey, including AXcelerate, Liberty / Host / Tech Roundup, and Axos Transformation Times
Gather and review Azure DevOps release content for inclusion in technology-facing publications
Route publications for manager review and approval, publish on schedule, and archive to SharePoint
Support call campaigns, including intake, stakeholder alignment, business requirements definition, Salesforce ticketing, and internal communication
Program Operations & Governance
Develop and review process maps documenting enablement intake, tiering, production, and publication workflows
Maintain Workboard / OKR entries for assigned objectives and key results on the published cadence
Qualifications
2+ years of related experience in financial service, change agent, strong communicator, collaborator and strong organizational skills
Demonstrated ability to manage multiple concurrent deliverables against fixed publication and change calendar dates
Experience drafting business communications
Working knowledge of project management practice, including planning, status reporting, and tracking against a schedule
Comfort working with cross-functional stakeholders across marketing, product, technology, service, and relationship management
Experience with content, communication, or work management platforms (SharePoint, MS Suite, Adobe) preferred
Familiarity with broker-dealer, RIA, custody, or wealth management operations preferred
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).
Learn more about working at Axos
Pre-Employment Background Check and Drug Test
All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana. Axos Bank is a federally regulated banking institution. At the federal level, marijuana is an illegal schedule 1 drug; therefore, we will not employ any person who tests positive for marijuana, regardless of state legalization.
Equal Employment Opportunity
Axos is an Equal Opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state, and local laws.
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.
E-Verify and Right to Work Notices
Axos participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States. The E-Verify program is an internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.
IER Right to Work Poster (English/Spanish)
E-Verify Participation Poster (English/Spanish)
