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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.
We are seeking an Associate, Insurance Senior Business Analyst to help lead the charge in launching and scaling SoFi’s insurance platform. In this "0 to 1" role, you will be responsible for laying the foundation of our Insurance products, driving cross-functional priorities, and ensuring the business’ long-term health.
This is a truly cross-functional position for a builder who loves to "run after problems". You will work across our suite of insurance products (home, auto, life) and enable the team to drive meaningful growth. You will work cross-functionally with Product, Engineering, Design, Sales, Operations, Compliance, and Legal to ensure we deliver a best-in-class experience.
What You’ll Do- Support the Business Lead in all facets of the insurance business
- Partner with cross-functional leaders from across Product, Engineering, Sales, Marketing, Legal, Compliance and more to ensure we are helping our members Get Their Money Right
- Drive external partnership conversations with insurance counterparts
- Own the "source of truth" for the Insurance portfolio. Design and maintain rigorous reporting dashboards to track KPIs such as origination volume, cost of acquisition (CAC), delinquency rates, and net promoter score (NPS)
- Monitor portfolio performance daily; identify trends and "get to the truth" behind the data to help arrive at strategic decisions
- Drive the daily operations of the insurance funnel, identifying friction points and working with product & operations to implement iterative improvements
- Identify insurance growth opportunities to drive member penetration
- Experience: 2+ years of experience in insurance, consulting or investment banking roles with specific exposure to insurance (property & casualty or life insurance preferred).
- Relationship Management: Demonstrated capabilities to manage third-party vendors or complex partnerships, driving value and accountability.
- Analytical Skills: Strong data fluency. You are comfortable using SQL, Tableau, or Excel/Google Sheets to manipulate large datasets and derive business insights.
- Cross-Functional Leadership: Ability to influence without authority and work effectively with technical and non-technical teams (Engineering, Legal, Compliance).
- Product Development: Have an experience developing product or partnering with product organization managing to launch consumer and small business lending
- Experience working in a high-growth, agile Fintech environment.
- Experience working at a highly regulated institution (i.e. a Bank)
Skills Required
- 2+ years of experience in insurance, consulting or investment banking roles
- Experience developing products or partnering with product organization
- Proficient in SQL, Tableau, Excel, or Google Sheets for data analysis
- Demonstrated capabilities to manage third-party vendors
- Ability to influence cross-functional teams without authority
What the Team is Saying
SoFi Compensation & Benefits Highlights
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Parental & Family Support — Up to 12 weeks fully paid parental leave, paid caregiver leave, fertility/adoption resources, and subsidized backup childcare/eldercare are offered. Pet insurance and family-building support further broaden the coverage.
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Healthcare Strength — Medical, dental, and vision coverage is paired with company-paid short- and long-term disability and life insurance. Mental-health support via Modern Health and employer HSA contributions enhance overall health support.
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Leave & Time Off Breadth — Flexible vacation for exempt employees, generous PTO for non-exempt, paid holidays, and early-release “SoFi Fridays” expand time-off options. An additional 16 hours of paid volunteer time underscores community engagement.
SoFi Insights
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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SoFi Offices
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!
