Junior Business Lead Jobs

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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 fintech company 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:
SoFi Invest drives the strategy, planning and execution of initiatives for the Brokerage.. We’re seeking a Junior Business Lead to join SoFi’s Invest Business Team. The Invest Business Team is responsible for helping SoFi’s Members with all steps in their investment journey.
In this role, you will become a trusted member of the Invest Business Team and will gain exposure to high-impact strategic projects and continue to build out expertise in the brokerage and investing arena. You will be expected to collaborate with partners in a matrix-environment with a focus on improving efficiencies in the way we run our business.
What you’ll do:

• Develop into a subject matter expert around equities, options, mutual funds and other investing products
• Work cross-functionally across multiple groups including Data Science, Engineering, Product, Design, Compliance and Marketing
• Assist with oversight functions such as monthly reporting, validating controls and responding to regulatory requests
• Complete ad hoc analysis to further understand how members use our products and platforms
• Manage 3rd party relationships with suppliers
• Support the Brokerage Business Lead with strategic initiatives across the brokerage and advisory space
• Perform basic financial analysis to assist with business cases and product metrics
• Keep abreast of trends and competitors in the Fintech area and be able to articulate how the trends impact the business

What you’ll need:

• 3-5 years of experience in a consulting firm, brokerage/trading firm or exchanges
• Ability to work independently and a strong sense of ownership (Methodical, self-starter, hands-on, willingness to get into the details)
• Passion for our mission of helping people achieve their financial goals
• Excellent time and project management skills with the ability to build strong cross-functional relationships and work collaboratively
• Inquisitive nature, attention to detail, diligence and a good attitude
• A clear communicator with excellent verbal and written communication skills
• Strong analytical abilities (SoFi is a data-driven company) and proficiency with Excel/Google Sheets, Powerpoint/Google Slides,
• Understanding of the brokerage and trading industry and investment products or willingness to learn
• Proficiency in SQL and Tableau will be highly preferred or willingness to learn
• Understanding of trading platforms is a plus

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.
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 embracing diversity. 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.