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

The Manager, Invest will manage a team of Investment Specialists with responsibility for the day-to-day operations of the team. Responsible for driving business and process changes to ensure SoFi Invest members have an exceptional experience.

What you’ll do:

Independently manage a team of Investment Specialists
Responsible for hiring, coaching, performance management and team member development
Foster an environment focused on finding solutions to problems and innovative differentiators
Monitor service levels, inbound volume, and schedule adherence
Manage team members' attendance, sick time, and paid time off
Manage team member performance by defining clear goals, objectives, responsibilities, and priorities
Ability to identify and escalate issues, and propose recommended solutions regarding process improvements for systems and procedures
Effectively manage time and resources within team, department and cross-functionally
Monitors the day-to-day activities of functional areas to ensure compliance to internal policy, legal, and pertinent regulations. Establishes, monitors, and maintains internal policies and procedures as well as business continuity plans
Utilizes experience and specialized knowledge of specific functional areas and internal policies and procedures to respond to and make appropriate decisions to resolve the most complex situations referred by staff
Supervises a variety of licensed Individual contributors ranging from junior to senior levels
Work cross-functionally to obtain buy-in and solve complex issues with the assistance of business partners

What you’ll need:

Must have the following existing licensing combination: Series 7, 24 and at least one of the following: 66 or 63 and 65
Minimum Bachelor or equivalent experience
2+ years of management experience preferred
5+ years of general customer service experience - call center experience
3+ years of experience in a Broker Dealer setting
Call center or processing center management experience is preferred
Experience hiring, training, motivating, monitoring, and coaching teams of customer service & processing employees
Strong leadership and management skills including experience in employee conflict resolution and development
Strong written communication skills are required to answer questions and communicate issues clearly & concisely to associates, customers as well as management
Ability to react to change quickly and implement new processes & procedures
Ability to work independently with little or no supervision
Professional demeanor and excellent work habits are essential
Financial services-specific customer service experience preferred
Understanding of Situational Leadership, high Emotional Intelligence
Some evenings and weekend days may be required

Compensation and Benefits

The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location.

To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!

SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.

The Company hires the best qualified candidate for the job, without regard to protected characteristics.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

New York applicants: Notice of Employee Rights

SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email [email protected].

Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.

Internal Employees

If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.

Manager, Invest Operations

AI overview

The Company hires the best qualified candidate for the job, without regard to protected characteristics.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

New York applicants: Notice of Employee Rights

Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.