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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:
As the BU Leader for At Work, you will be the primary architect of our employer-channel growth strategy. You will hold direct P&L responsibility and serve as the strategic bridge between market demands and our technical execution. In partnership with Engineering and Product organizations, you will define how we deliver world-class financial wellness and employee benefit solutions to modern workforces.
What you’ll do:
- Drive P&L & Strategic Growth: Own the end-to-end financial performance of the At Work business unit, setting and achieving aggressive KPIs for revenue, user acquisition, and margin expansion.
- Team Management: Build, lead, and scale a high-performing sales and partnership success team by setting clear direction, outcomes, and KPIs. Drive accountability and execution at scale while developing talent, managing performance effectively, and fostering a strong, engaged culture aligned with SoFi’s growth and standards.
- Product & Engineering Partnership: Co-author the product roadmap with technical leadership, ensuring that our employer-facing platform and employee-facing platform are scalable, competitive, and mission-aligned.
- B2B2C Sales Leadership: Oversee the go-to-market and Sales strategy and execution, collaborating with Marketing to penetrate the enterprise and mid-market employer segments.
- Cross-functional Orchestration: Lead a high-stakes matrixed environment, aligning Legal, Compliance, and Operations to ensure our benefit programs meet regulatory standards while maintaining a seamless user experience.
- Drive Sales via Product Partnership: Collaborate with SoFi’s consumer product teams to design integrated features that incentivize employees to deepen their relationship with the SoFi platform, turning the "At Work" channel into a primary engine for high-quality member growth.
- Strategic Ecosystem Development: Identify, negotiate, and manage third-party partnerships (e.g., HRIS integrations, benefit providers).
- Data-Driven Iteration: Utilize deep data analytics to monitor program health, running experiments to optimize the "flywheel" between employer adoption and individual employee engagement.
What you’ll need:
- Business Unit Leadership: 10+ years of experience leading a business unit (GM, Product, or Growth), specifically within high-growth Fintech or technology environments. You have a proven track record of managing a full P&L and understanding the financial implications of product and strategic decisions.
- Strategic Sales & Partnership Excellence: 10+ years experience in B2B2C sales leadership and partner management. You possess the ability to translate complex product visions into compelling narratives that resonate with executive-level external partners and internal stakeholders.
- Team Management: Proven experience leading, and scaling high-performing and engaged teams in a growth-oriented environment, with demonstrated success driving outcomes through others.
- Ecosystem & Platform Thinking: Proven success managing "platform" or "gateway" businesses where one side of the market (Employers) serves as the primary engine for consumer acquisition (Employees).
- Domain Expertise: Deep knowledge of the Employee Benefits, HR Tech, or B2B2C space is highly preferred.
- Analytical Rigor: A data-driven approach to decision-making. You are comfortable using deep analytics to find clarity in ambiguous market signals and running experiments to optimize the "flywheel" of user engagement.
- Collaborative Influence: Experience co-authoring roadmaps with Product and Engineering teams and leading cross-functional groups in a high-stakes, matrixed environment.
- Growth & Mission Alignment: A passion for financial wellness and a growth mindset that leverages product features—rather than just marketing—to drive user behavior and cross-sell opportunities.
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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!
