VP, Capital Markets Syndication Manager
About this role
Target Range:
$100,000.00/Yr. - $125,000.00/Yr.Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education.
This is a commission eligible role.
About This Job
The Vice President, Capital Markets Syndication Manager is responsible for leading the syndication and distribution of commercial lending, equipment finance, and specialty finance transactions to banks, institutional investors, and funding partners. This role develops and manages strategic investor relationships, structures and executes syndicated transactions, and drives secondary market liquidity initiatives that support portfolio growth and capital efficiency.The VP serves as a key liaison between origination, credit, legal, operations, and external funding partners to ensure successful execution of syndication opportunities while maintaining compliance with internal policies and risk management standards. The position requires strong market knowledge, transaction structuring expertise, and the ability to develop long-term capital partner relationships that support the organization's growth objectives.
Responsibilities:
- Lead the execution of sell-side syndication, participation, assignment, and secondary market transactions
- Source, develop, and maintain relationships with banks, institutional investors, finance companies, and other funding partners
- Evaluate, structure, and market transactions to potential syndication partners.
- Coordinate syndication strategies with production, credit, and executive leadership teams
- Prepare transaction summaries, investor presentations, and marketing materials for prospective funding partners
- Negotiate transaction terms, pricing, documentation, and funding structures with syndication participants
- Manage the syndication pipeline and monitor transaction progress from origination through closing
- Analyze market conditions, investor appetite, pricing trends, and competitive dynamics to optimize transaction execution
- Collaborate with legal counsel and transaction teams to ensure documentation accurately reflects negotiated structures
- Assist in developing and expanding strategic capital markets and syndication programs
- Support portfolio management initiatives, including loan sales, assignments, participations, and bulk transactions
- Monitor existing funding partner relationships and identify opportunities for increased transaction volume
- Maintain compliance with banking regulations, internal policies, and capital markets governance standards
- Prepare management reporting related to syndication activity, funding sources, transaction profitability, and portfolio distribution
- Represent the organization at industry conferences, investor meetings, and business development events
- Identify opportunities to improve syndication workflows, reporting, and operational efficiencies
Qualifications:
- Bachelor's degree in Finance, Business, Economics, Accounting, or a related field
- 8+ years of experience in capital markets, syndications, commercial banking, specialty finance, equipment finance, structured finance, or related financial services
- Demonstrated experience executing syndicated loan, participation, assignment, or secondary market transactions
- Strong understanding of credit underwriting, transaction structuring, and commercial lending products
- Proven track record of building and managing institutional investor and funding partner relationships
- Experience negotiating transaction terms and documentation
- Strong financial modeling, analytical, and valuation skills
- Excellent presentation, communication, and relationship management abilities
- Advanced proficiency with Excel, PowerPoint, CRM platforms, and financial reporting tools
- Ability to manage multiple complex transactions simultaneously in a fast-paced environment
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.