Teams at SoFi

Lead SoFi’s enterprise learning and development function by defining strategy, building a lean team, advising business leaders, and designing learning initiatives. Own the Workday Learning ecosystem, learning standards, content and vendor strategy, and learner experience. Use data and insights to improve effectiveness while partnering with subject-matter experts across the organization. The role requires balancing enterprise strategy with hands-on execution in an ambiguous, fast-paced environment.

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.

Supports members and customers with brokerage, robo-advisor, and retirement investment services through phone, chat, and email. Educates clients on equities, margin, options, account opening, funding, transactions, and investment performance. Resolves operational and technical issues, monitors accounts, assesses financial goals, and collaborates with management and product teams to improve processes and platforms. Requires FINRA securities licensing, financial services experience, strong communication, analytical skills, and attention to detail.