Jobs at SoFi

Supports retail mortgage loan originators by managing borrower and realtor communications, analyzing credit and financial documentation, structuring loans, maintaining pipelines, clearing underwriting conditions, and coordinating applications and appointments. Uses Encompass and Salesforce to track files, ensures data integrity and regulatory compliance, resolves documentation issues, and contributes to client retention and new business development.

Sell and advise customers on Life, Home, and Auto insurance through phone, email, text, and chat. Manage leads and sales pipelines, guide members from intake through quoting and fulfillment, identify cross-sell opportunities, and help build SoFi Protect’s operational processes. Collaborate cross-functionally to improve the business and deliver tailored coverage solutions.

Lead tax information reporting and withholding compliance across domestic and international frameworks, including FATCA, CRS, CARF, DAC7, and U.S. tax rules. Advise product teams on digital asset reporting, oversee tax documentation, withholding, remittance, and annual filings, and partner with technology and operations teams on automated workflows. Lead audits, risk remediation, policy updates, regulatory monitoring, and business requirements development for tax systems.

Own and grow employer and workplace partnerships through onboarding, activation, optimization, renewal, and expansion. Build success plans, engagement campaigns, business reviews, and data-driven recommendations while managing escalations, renewals, compliance, and cross-functional execution. Serve as a trusted advisor to HR, Benefits, Payroll, and executive stakeholders, using Salesforce and reporting tools to track performance, risks, opportunities, and next steps. Travel approximately 10–15% as needed.

The Staff Credit Policy Analyst leads the development and governance of credit policies for home loans, ensuring compliance and operational efficiency while collaborating with leadership and cross-functional teams.

Own and improve Composer’s brokerage and trading operations, including trade lifecycle management, account servicing, escalations, reconciliations, controls, and risk workflows. Partner with Product, Engineering, Compliance, and Operations to define requirements, implement scalable solutions, support launches, analyze operational trends, and lead cross-functional initiatives in a regulated environment.

Serve as a strategic finance partner for a subscription business by leading forecasting, monitoring KPIs, building cohort and unit economics models, evaluating investments, and providing actionable insights. Collaborate with business leaders, Marketing, Product, Risk, Operations, and Accounting on financial decisions, revenue recognition, process improvements, scalability, and automation. Present recommendations to decision-makers while supporting an inclusive, collaborative Finance culture.

Develops and validates machine learning and statistical models for anti-money laundering, transaction monitoring, customer screening, and risk rating. The role evaluates AML data quality, integrates vendor solutions, maintains governance and regulatory documentation, leads model lifecycle quality control, and reports performance through management dashboards. It also supports AML risk assessments, audits, regulatory examinations, and cross-functional stakeholder coordination.

Support Global Operations through forecasting, budgeting, monthly close, budget-versus-actuals analysis, KPI monitoring, financial guidance, and investment trade-off evaluation. Partner with Operations, FP&A, Data, Accounting, and business leaders to assess volumes, revenue, variable profit, staffing capacity, and expenses, while preparing performance materials and actionable insights for management decisions.

Supports the full strategic partnership lifecycle, including opportunity evaluation, business case development, deal execution, launch, relationship management, and performance optimization. Builds cross-functional visibility into partnership needs, identifies expansion and consolidation opportunities, conducts market and partner research, evaluates commercial terms, coordinates stakeholder workstreams, tracks KPIs, and prepares recommendations for leadership. Manages multiple initiatives while improving partnership processes and operating models.

Leads and develops a data engineering team supporting People Analytics and AI-assisted workforce analytics. Designs scalable data models, pipelines, semantic layers, testing frameworks, and governance practices. Remains hands-on with production code, reviews, and technical problem-solving while partnering with People Analytics, business, legal, and compliance stakeholders. Establishes engineering standards across Python, SQL, dbt, Airflow, Snowflake, CI/CD, data quality, observability, privacy, and security.

Manage and validate payroll tax calculations, filings, and payments; interpret multi-state payroll tax laws; support audits and SOX compliance; produce tax reports; handle escalated payroll inquiries; maintain documentation, controls, vendor relationships, and lead payroll-related projects and year-end tax processing.

Lead SoFi Plus member acquisition strategy, segmentation, channel growth, placement optimization, performance measurement, and launch execution. Size market opportunities, define value propositions, identify growth opportunities, build reporting frameworks, coordinate cross-functional dependencies, and provide executive updates. Partner with Product, Marketing, Data Science, Design, Engineering, Operations, Legal, and Compliance to launch initiatives and improve measurable business outcomes.

Lead Capital Markets product development by partnering with business lines, coordinating cross-functional launches, educating investors, negotiating term sheets, modeling product economics, and ensuring scalable infrastructure and reporting. Manage investor pipelines, validate readiness for regulatory and investor reporting, oversee execution and post-launch performance, and build repeatable frameworks to streamline future product development.

Lead Strategic Finance for SoFi Checking & Savings and Credit Card: own multi-year planning, forecasts, unit-economics modeling (LTV/CAC), capital-allocation, scenario analysis, business cases, and post-investment measurement. Partner cross-functionally, synthesize insights for executive leadership, scale AI use cases, and manage and develop a high-performing finance team.

Serve as strategic HR advisor to Financial Services and Borrow/Operations Engineering leadership. Drive org design, compensation, performance management, employee relations, D&I, and development. Lead complex employee relations, provide executive coaching, use people analytics for data-informed decisions, partner with CoEs, and foster company culture and stakeholder relationships.

Lead global compensation benchmarking, job architecture, and compensation structures. Model cash and equity programs, partner with Finance for stock-based forecasting, support executive compensation and proxy disclosures, and advise stakeholders on market practices and regulatory considerations.

Lead development, implementation, and oversight of Invest compliance programs for the registered investment adviser and broker-dealer. Advise on FINRA/SEC applicability, manage regulatory filings and annual reviews, develop policies/WSPs, support audits/exams, and partner with business and IRM on controls and change initiatives to mitigate regulatory risk.