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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:
We are seeking an AI Evaluations Program Manager to own the end-to-end process for evaluating AI chat outputs in a financial services context. This role is critical to ensuring our AI delivers guidance and education that is accurate, compliant, consistent, and genuinely helpful to members who want to Get Their Money Right.
You’ll be responsible for managing the daily evaluation workflows for AI-generated chat responses, with particular attention to financial accuracy, regulatory risk, and user helpfulness. You’ll also own the continuous improvement loop, translating evaluation insights into measurable improvements through partnership with our Legal, Compliance, Engineering, Product, and Design (EPD) teams.
As the program manager, you’ll sit at the intersection of product, AI, operations, risk, and financial expertise, helping us achieve our mission to empower members to reach financial independence.
What you’ll do:
Own the AI Evaluation Program on SoFi’s AI powered financial coach, designing processes related to daily workflows, schedules for grading and reporting.
Work alongside our technology team to integrate feedback and test improvements of AI guardrails and overall knowledge base.
Establish and lead the continuous improvement loop to ensure all stakeholders are informed of performance, improvements, trends, issues and other metrics.
Partner with Product, Legal & Compliance to maintain the AI knowledge base as well as any data retention and documentation processes.
What you’ll need:
8+ years of professional experience working in program management, operations, quality, risk, or evaluation roles within a financial services organization.
Familiarity with AI/LLM technologies and their application in providing personalized guidance.
Experience building and managing structured processes in complex or regulated environments.
Excellent analytical skills and comfort working with both qualitative and quantitative data.
Strong Stakeholder Management skills, with the ability to drive alignment across technical, financial, and regulatory partners.
Familiarly with financial products such as investments, retirement accounts, loans and banking.
Nice to have:
Credentials: CFP® or other professional financial designation is a ✓++
Licenses: FINRA Series 65 or interest in obtaining
Prior experience in financial technology (fintech), Financial Advisory or Wealth Management.
Experience directly working with technical teams
Top Skills
What the Team is Saying
What We Do
SoFi wasn’t built to be a bank. Or a technology company. We were built for one mission: help people achieve financial independence so they can realize their ambitions.
Redefining an entire industry isn’t easy work—and it’s not for the faint of heart. It takes a certain kind of team. People with diverse perspectives and expertise, united by a common sense of purpose. People willing to challenge assumptions but always do the right thing. People proving that innovation and responsibility don’t have to compete, but can come together to create something truly unconventional in the world.
For the last eight years, we’ve been charting this new path forward. We call it The SoFi Way.
At SoFi, we don’t just talk about culture: we live it. The SoFi Way is how we show up every day, how we make decisions, and how we build for our members, clients, and each other.
Why Work With Us
Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation Fintech company using innovative, mobile-first technology to help our members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront.
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Hybrid Workspace
Employees engage in a combination of remote and on-site work.
For the majority of our workforce who work on a hybrid schedule, the in-office requirement is a handful of days per month!
