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Axos Bank
VP, Relationship ManagerAxos Bank • Menlo Park, CA, US
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VP, Relationship Manager

VP, Relationship Manager

Axos Bank • Menlo Park, CA, US
7 days ago
Job type
  • Full-time
Job description

Vice President, Relationship Manager

The Vice President, Relationship Manager is responsible for developing, managing, and expanding relationships with venture-backed, technology-focused companies and their financial sponsors. This role serves as a primary client contact, delivering tailored banking and credit solutions while driving new business growth, portfolio performance, and long-term client engagement. The ideal candidate brings strong relationship management skills, a consultative sales approach, and a solid understanding of the venture and technology ecosystem, including founder-led and sponsor-backed growth companies.

Responsibilities:

  • Serve as the primary relationship manager for a portfolio of venture-backed and technology clients, including founders, executive leadership teams, and financial sponsors
  • Originate and develop new client relationships through direct sourcing, referrals, venture capital and private equity networks, and industry events
  • Deliver a full suite of banking and credit solutions tailored to high-growth technology companies, including credit facilities, treasury management, and deposit products
  • Partner closely with Credit, Underwriting, Treasury, Legal, and Operations teams to structure, underwrite, and execute transactions efficiently
  • Drive portfolio growth while maintaining sound credit quality and adherence to internal policies and risk standards
  • Identify opportunities to deepen existing client relationships through proactive coverage, cross-selling, and strategic advisory conversations
  • Monitor portfolio performance, proactively identify risks, and participate in ongoing credit reviews and renewals
  • Maintain a strong understanding of market trends, venture capital activity, and competitive dynamics within the technology ecosystem
  • Represent the organization externally through networking, conferences, and industry forums
  • Uphold the organization's standards for professionalism, integrity, and exceptional client service

Qualifications:

  • Bachelor's degree in Business, Finance, Economics, or a related field; MBA or equivalent experience preferred
  • 7+ years of experience in relationship management, commercial banking, venture banking, or technology-focused financial services
  • Demonstrated success in business development, client relationship management, and revenue generation
  • Strong understanding of venture-backed business models, cash-flow dynamics, and growth-stage risk considerations
  • Proven ability to collaborate cross-functionally and manage complex client needs
  • Excellent communication, negotiation, and presentation skills
  • Established professional network within the venture, technology, or startup ecosystem 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.

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VP, Relationship Manager • Menlo Park, CA, US

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