Conversion Specialist

Axos Clearing is hiring for a critical customer-facing role as the primary contact for new clients and coordinates the seamless conversion of outside accounts and assets. You will work closely with a group of new clients to ensure all assets are converted to in a timely manner, while training new clients on proprietary platform and operations. You will troubleshoot and solve any issues that arise in the relationship, working in collaboration with all levels of employees. You will train and educate other team members as needed and provide advice and expertise for more advanced issues as requested., * Coordinates all operational functions supporting new business, including, but not limited to, establishing new RIA firm records on AAS’s host system, manipulating data files for account creation, populating forms necessary for new account establishment and custodial transfers, managing statements, and processing fee calculations and collections.

• Investigates, escalates, and documents issues that threaten successful and timely conversion efforts.

• Tracks the status of each new client relationship throughout the conversion process and provides feedback to management.

• Cultivates strong relationships with RIAs, while problem solving and resolving any issues that arise. Provides advanced training and orientation for new RIAs on processes and systems via video conferencing and/or on-site.

• Trains, educates, and mentors other Conversion Managers on a day-to-day basis as well as provides advice for more complex issues.

• Assists with identifying and resolving intricate trading issues., 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., Lead customer implementations of SOPHiA GENETICS genomic analysis solutions, from planning and sample selection through configuration, training, adoption, and issue resolution. Manage MaxCare Program schedules, timelines, sampling strategies, Statements of Work, technical setup, and cross-functional delivery. Translate laboratory, bioinformatics, data, and clinical regulatory requirements into practical solutions while building trusted customer relationships. The field-based US role includes approximately 30% travel. Top Skills: BioinformaticsCustom ReportingFederated Sso AuthenticationLibrary PreparationNext-Generation SequencingSophia Ddm Platform PNC Bank

Software Engineer

2 Hours Ago Remote or Hybrid USA 75K-150K Annually Junior 75K-150K Annually Junior Machine Learning * Payments * Security * Software * Financial Services Develops, tests, deploys, maintains, and debugs software across the full project lifecycle. Translates business requirements into technical designs, supports production systems, documents solutions, estimates development tasks, collaborates with teammates, and mentors newer developers. The role requires application architecture, SDLC, testing, troubleshooting, and maintenance experience using Java, .NET, and/or Delphi, with Delphi preferred. Top Skills: .NetDelphiJava PNC Bank

Senior Software Engineer

2 Hours Ago Remote or Hybrid USA Senior level Senior level Machine Learning * Payments * Security * Software * Financial Services Designs, develops, tests, deploys, maintains, and debugs software solutions. Leads complex technical initiatives, Java microservices and API integration, OpenShift deployments, server and database administration, release management, production support, vulnerability remediation, incident resolution, and vendor coordination. Supports remote deposit platforms while managing application resiliency, security compliance, documentation, and stakeholder communication. Top Skills: AgileAPIsCandescent Remote Deposit/CaptureCloud-Native ArchitecturesConnect:DirectContainerizationDevOpsJavaLinuxMicroservicesMicrosoft Sql ServerOpenshift Container PlatformPowershellPythonSdlcShell ScriptingWindows Server

What you need to know about the Colorado Tech Scene

With a business-friendly climate and research universities like CU Boulder and Colorado State, Colorado has made a name for itself as a startup ecosystem. The state boasts a skilled workforce and high quality of life thanks to its affordable housing, vibrant cultural scene and unparalleled opportunities for outdoor recreation. Colorado is also home to the National Renewable Energy Laboratory, helping cement its status as a hub for renewable energy innovation.

Key Facts About Colorado Tech

• Number of Tech Workers: 260,000; 8.5% of overall workforce (2024 CompTIA survey)
• Major Tech Employers: Lockheed Martin, Century Link, Comcast, BAE Systems, Level 3
• Key Industries: Software, artificial intelligence, aerospace, e-commerce, fintech, healthtech
• Funding Landscape: $4.9 billion in VC funding in 2024 (Pitchbook)
• Notable Investors: Access Venture Partners, Ridgeline Ventures, Techstars, Blackhorn Ventures
• Research Centers and Universities: Colorado School of Mines, University of Colorado Boulder, University of Denver, Colorado State University, Mesa Laboratory, Space Science Institute, National Center for Atmospheric Research, National Renewable Energy Laboratory, Gottlieb Institute

• HS Diploma

• Must have 5-7 years’ experience in the financial services industry.

• Series 63, IER Right to Work Poster (English/Spanish)

E-Verify Participation Poster (English/Spanish)

Serves as the primary contact for new RIA clients, coordinating account and asset conversions, establishing firm records, preparing forms, managing statements, and processing fees. Investigates and escalates conversion issues, tracks client progress, trains clients on systems and processes, resolves trading issues, and mentors Conversion Managers. The role requires financial services experience and Series 7 and Series 63 licenses. The summary above was generated by AI Axos Clearing LLC

Target Range: $70,000.00/Yr. - $80,000.00/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: 5%

Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 5%

These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets., 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.