SoFi
Manager, Invest Operations
at
SoFi
Base pay range: $96,000.00/yr - $180,000.00/yr
The Manager, Invest will manage a team of Investment Specialists with responsibility for day‑to‑day operations of the team. The role is accountable 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
Define clear goals, objectives, responsibilities, and priorities for performance management
Identify and escalation issues, proposing solutions for process improvements
Effectively manage time and resources within the team, department, and cross‑functionally
Monitor day‑to‑day activities to ensure compliance with internal policy, legal, and regulations; establish, monitor, and maintain internal policies, procedures, and business continuity plans
Utilize specialized knowledge of specific functional areas to resolve complex situations referred by staff
Supervise a variety of licensed contributors ranging from junior to senior levels
Work cross‑functionally to obtain buy‑in and solve complex issues with business partners
What you’ll need:
Must hold Series 7, 24 and at least one of the following: 66 or 63 and 65
Minimum Bachelor’s degree or equivalent experience
2+ years of management experience (preferred)
5+ years of general customer service experience (call center experience preferred)
3+ years of experience in a Broker Dealer setting
Experience hiring, training, motivating, monitoring, and coaching customer service & processing teams
Strong leadership and management skills, including conflict resolution and employee development
Excellent written communication skills to answer questions and communicate issues clearly and concisely to associates, customers, and 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 and high Emotional Intelligence
Some evenings and weekend days may be required
Compensation and Benefits The base pay range is listed above. 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.
Equal Employment Opportunity (EEO) Statement SoFi provides equal employment opportunities 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 and 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 accommodations@sofi.com.
Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
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at
SoFi
Base pay range: $96,000.00/yr - $180,000.00/yr
The Manager, Invest will manage a team of Investment Specialists with responsibility for day‑to‑day operations of the team. The role is accountable 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
Define clear goals, objectives, responsibilities, and priorities for performance management
Identify and escalation issues, proposing solutions for process improvements
Effectively manage time and resources within the team, department, and cross‑functionally
Monitor day‑to‑day activities to ensure compliance with internal policy, legal, and regulations; establish, monitor, and maintain internal policies, procedures, and business continuity plans
Utilize specialized knowledge of specific functional areas to resolve complex situations referred by staff
Supervise a variety of licensed contributors ranging from junior to senior levels
Work cross‑functionally to obtain buy‑in and solve complex issues with business partners
What you’ll need:
Must hold Series 7, 24 and at least one of the following: 66 or 63 and 65
Minimum Bachelor’s degree or equivalent experience
2+ years of management experience (preferred)
5+ years of general customer service experience (call center experience preferred)
3+ years of experience in a Broker Dealer setting
Experience hiring, training, motivating, monitoring, and coaching customer service & processing teams
Strong leadership and management skills, including conflict resolution and employee development
Excellent written communication skills to answer questions and communicate issues clearly and concisely to associates, customers, and 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 and high Emotional Intelligence
Some evenings and weekend days may be required
Compensation and Benefits The base pay range is listed above. 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.
Equal Employment Opportunity (EEO) Statement SoFi provides equal employment opportunities 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 and 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 accommodations@sofi.com.
Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
#J-18808-Ljbffr