Associate Business Lead, Money, Bank

Money Business Unit
San Francisco, California


Position at SoFi

Who we are

SoFi is a digital personal finance company whose mission is to help its members achieve financial independence to realize their ambitions, whether that be to buy a house one day, start a family on their own terms or be debt free. We aim to be at the center of our members’ financial lives, and to help every member Get Their Money Right®. By joining SoFi, you’ll become part of a forward-thinking company that is transforming financial services by embracing technology to build innovative loan products, investment tools, and more. One of the fastest growing fintech companies, we’ve grown from 250 employees in 2015 to over 1,500 employees today, with over 1 million members. With offices across the US, we offer the excitement of a rapidly growing startup with the stability of a seasoned management team and some of the best talent around. As an employer, we strive to hire employees who are committed to both our company’s mission and our desire to build the best culture in the world. If you are driven, passionate about what you do, and excited about the SoFi mission, we would love to hear from you.

The role

As an Associate Business Lead at SoFi, you will be responsible for defining the strategy and managing the execution and performance for our Revenue generating initiatives within the Money Business Unit and supporting SoFi Bank.

What you’ll do:

  • Shape the strategy and support execution for the Samsung Money by SoFi product and the SoFi Bank, which will help our members Get Their Money Right and drive SoFi overall performance objectives

  • Work with the full cross-functional team (marketing, product, design, engineering, compliance, risk, and operations) for your line of business & initiatives, to help them execute on the strategic vision

  • Continue to evolve our product value proposition to add new innovative features that will encourage our members to save and spend with us

  • Identify new outside partners that would contribute to making our SoFi members experience even better

  • Manage the monthly, quarterly, and annual financial and non-financial reporting and deliverables, engaging with key stakeholders across all functions

  • Continuously manage the prioritization of various initiatives with a focused customer outcome and for the benefit of the overall franchise

  • Ensure appropriate and accurate flow of information across all constituents

What you’ll need:

  • Full stack “operator”: ability to both create and execute the business strategy; with clear objectives, but limited, ambiguous, or varied direction

  • Ability to operate cross-functionally, leading and influencing colleagues, and ultimately leading to timely tactical decision making to advance our objectives

  • Flexible and collaborative approach to problem solving and ideation

  • Excellent written and oral communicator

  • Deep curiosity for how complex (financial) systems work, and an ability to internalize and analyze this information quickly

  • A blend of demonstrated business, marketing, product management, financial management and execution skills

  • Expertise in the generalist business “toolkit” (i.e., spreadsheets / modeling, presentation creation, narrative writing, oral presentation)

Nice to have:

  • Experience in consumer financial services

  • Experience in a cold start business or startup environment

  • Data and analytics technical capabilities 

Why you’ll love working here

  • Competitive salary packages and bonuses

  • Comprehensive medical, dental, vision and life insurance benefits

  • Generous vacation and holidays

  • Paid parental leave for eligible employees

  • 401(k) and education on retirement planning

  • Tuition reimbursement on approved programs

  • Monthly contribution up to $200 to help you pay off your student loans

  • Great health & well-being benefits including: telehealth parental support, subsidized gym program

  • Employer paid lunch program (except for remote employees)

  • Fully stocked kitchen (snacks and drinks)

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

SoFi does not seek salary history information from job applicants.

SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.

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