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Business Operations Manager, Invest
SoFi
Operations
San Francisco, CA, USA · New York, NY, USA · Seattle, WA, USA
Posted on Oct 3, 2024
Employee Applicant Privacy Notice
Who we are:
Shape a brighter financial future with us.
Together with our members, we’re changing the way people think about and interact with personal finance.
We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world.
The role:
Business Operations drive strategic planning, business-critical insights, and cross-functional execution. We’re seeking a Business Operations Manager to support SoFi’s Invest product. You will report to the Head of Business Operations for Money, Invest, Credit Card, and SoFi’s marketplaces and will be a trusted partner for the leadership team focusing on high-impact strategic projects, data analysis, and driving efficient processes.
Business Operations works with many teams within SoFi. The ideal candidate will be a dynamic thinker who can work cross-functionally to solve complex challenges with uncertain inputs and outputs.
A typical week will likely be split in two main buckets: 1) support strategic planning including regular weekly/monthly/quarterly performance tracking and reporting in support of the businesses and 2) special projects that require strategy, analysis, financial modeling, problem-solving, cross-functional project management, and more.
What you’ll do:
- Lead annual/quarterly planning and collaborate with leaders to set business priorities and goals
- Define OKRs and critical KPIs for Invest, manage business performance with OKR tracking, and report the progress of OKRs to the business
- Own the creation, iteration, and ongoing optimization of recurring business forums (e.g., weekly Invest team meeting)
- Drive process optimization and standardization by identifying and improving operating inefficiencies, and contributing to the Business Operations team collaboration to drive operational consistencies
- Support the Business Unit Leader (BUL) in risk management initiatives (establish an operating framework, setting agenda, facilitating conversations, working with business lead and business control partners to escalate roadblocks)
- Drive ad-hoc activities as requested by Business Unit Leader or Group Business Unit Leader
- Collaborate with the Data Science team to produce data-driven insights and recommendations
- Run after projects such as business cases, competitive analysis, industry trends, cross-functional initiatives and alignment with stakeholders
- Support CEO initiatives (e.g., Board member orientation, CEO offsite narrative)
What you’ll need:
- 5+ years of work experience in a top-tier consulting firm, consumer financial services or high growth business in an analytical capacity
- Familiarity with financial services and/or consumer technology companies in private and/or public sector
- Hands on operational capabilities with advanced proficiency in Google suite, MS Office apps, etc.
- Strong data analytics and organizational skills
- A clear communicator with excellent verbal and written communication skills
- Inquisitive nature, attention to detail, diligence and a good attitude
- Excellent time and project management skills with the ability to build strong cross-functional relationships and work collaboratively
- Comfort working in a high growth, constantly changing environment
Nice to have:
- Experience in the online brokerage, wealth management, online investing, or a closely related business
- Data Mining skills (SQL, Python)
Compensation and Benefits
The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location.
To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!
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.
The Company hires the best qualified candidate for the job, without regard to protected characteristics.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
New York applicants: Notice of Employee Rights
SoFi is committed to embracing diversity. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.
Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
Internal Employees
If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.