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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.
Business Operations drives strategic planning, business-critical insights, and cross-functional execution. We’re seeking a Business Operations Director for our Crypto business. This role will report into our Head of Crypto 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.
What you’ll do:
- Manage team operations across Crypto. Advising on and setting meeting cadences, agenda, and content for team meetings (within and across BUs/functions), taking notes and managing follow ups, where appropriate
- Identify areas where we can optimize processes and increase efficiencies, leveraging AI, developing recommendations, and driving execution of solutions
- Partnering with Crypto teams to help set Objectives and Key Results (OKRs) each year and quarter (numerical target), including helping identify opportunities and risks to meeting these OKRs
- Gathering requirements / dependencies from other BUs to inform roadmaps / priorities
- Lead quarterly and annual planning for the Crypto Business Unit, partnering closely with leaders (specifically business operations leads and chiefs of staff) across teams to coordinate materials, help align initiatives, and connect dots across teams to make us more efficient. Specifically:
- Working with Finance and the Product Design organization to determine timelines and requirements (e.g. content, constraints) for planning
- Managing to company timelines → working back from planning deadlines to set milestones and keep the team organized to meet the requirements of the planning process
- Organizing work to meet planning requirements across our teams (business operations, business leads, finance, product, marketing, data science, etc)
- Owning content creation to support planning requirements and Board, Executive and Regulatory updates, including but not limited to performance against OKRs and analyses on “the why”
- Supporting planning sessions / offsites, including advising on agenda, creating templates and content, driving followups and tracking action items (and reporting on these as a follow up to the session), and providing support to business and product teams where needed during the session or offsite
- Lead key communications and reporting for the Crypto Business Unit, including but not limited to:
- Updates for Executive Staff and business and functional leadership on Crypto priorities, issues, risks and dependencies
- Helping Crypto teams track, monitor, and analyze performance against their OKRs, including setting up dashboards and running ad hoc analyses to diagnose changes to performance trends as required
- Advising on and crafting communications within our BU, communications with stakeholders, etc.
- Support the Crypto BU in risk management initiatives (establish an operating framework, setting agenda, facilitating conversations, working with business lead and business control partners to escalate roadblocks)
- Responsible for vendor management, and invoicing for the Crypto BU
- Serve as the primary business liaison for engagement with internal audit, ensuring organizational readiness and overseeing the timely remediation of control findings
- Support a robust business control framework, partnering with stakeholders to proactively identify operational risks and drive process improvements
- Generally serve as the “strategic advisor” for the BU given intimate knowledge of our business and how they fit into the overall organization, standing in for the GBUL as needed to represent the Crypto BU
- Generally keeping a pulse on the team and key stakeholders to advise on where we can improve as a BU and across BUs/functions to drive more impact and improved team health
- Personally own/drive marquee projects (notably those with cross-functional impact) that support our objectives as needed
What you'll need:
- 12+ years of experience in business operations, strategy, management consulting, chief of staff, or related roles
- Experience in financial services, fintech, or digital assets / crypto industry strongly preferred
- Demonstrated ability to operate as a trusted advisor to senior leadership (VP+ level)
- Strong analytical skills with proficiency in SQL, spreadsheet modeling, and/or BI tools (Tableau, Looker, etc.) to independently pull and analyze data
- Proven track record of leading cross-functional programs from ambiguity through execution
- Excellent written and verbal communication skills, including the ability to synthesize complex topics into concise executive-ready materials
- Experience with OKR frameworks, strategic planning processes, and operating cadences at scale
- Ability to context-switch rapidly and manage competing priorities in a fast-paced environment
Nice to have:
- MBA preferred
- Understanding of crypto/digital asset market dynamics, regulatory landscape (SEC, CFTC, state money transmitter frameworks), and industry trends
- Experience with risk management frameworks, internal audit processes, or business controls in a regulated environment
- Familiarity with AI/automation tools and a track record of applying them to drive operational efficiency
Skills Required
- At least 10 years of progressively responsible experience in financial services, with at least 5 years focused on crypto financial services, institutional lending, or structured credit.
- Deep subject matter expertise in crypto markets, digital asset lending mechanics, prime brokerage services, and collateral management.
- Demonstrated success overseeing a lending-related or digital asset line of business, with a track record of driving revenue and managing credit/market risk.
- Demonstrated ability to lead cross-functional teams and collaborate heavily with engineering and product teams.
- Entrepreneurial mindset able to build new business lines from scratch and operate in ambiguous, evolving markets.
- Clear commitment to regulatory, compliance, and risk parameters when operating within a regulated banking environment.
- Bachelor's degree in a relevant discipline (Finance, Economics, Computer Science) or equivalent practical experience.
- Experience overseeing a digital asset or complex lending business within a regulated bank or federally chartered financial institution.
- Hands-on experience designing automated margin-call and liquidation engines for volatile asset classes.
- Experience building new crypto or financial service offerings from the ground up.
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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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!
