We are seeking a dynamic and motivated person to oversee the team delivering SoFi’s Planning and Advisory services to our Members. This role will be responsible for hiring, mentoring and management of all Financial Planners, Advice Operations Support and Customer Service functions for SoFi Advice. The position reports to the General Manager of our Wealth Division.
The ideal candidate must have an energetic and upbeat coaching mentality and be capable of managing the daily needs of a growing financial planning practice.
By joining SoFi, you're joining a new kind of finance company based around speed, transparency, and alignment with our members’ interests. Our goal is to be the center of our members’ financial lives. We created student loan refinancing, addressing the biggest financial challenge this new generation has through a new approach to lending. We expanded into other types of loans, and then into insurance and wealth management with similarly inventive products. As the company has grown, we’ve been able to help more people with these tools.
SoFi has achieved significant growth, with big plans ahead. In just the last year, we've more than doubled our member base (400,000 strong), hit a huge milestone of loaning $25B to our members, and grown our team from under 200 people to more than 1,250. We're preparing to go global, with expansion to Australia and Canada planned this year. And we're well capitalized to power all this growth, having raised $1.9 billion in equity backing. But we'll only be able to continue this growth with great talent, and that includes you.
Supervise a dedicated team of planners, operations support and customer service team members
Be the hands-on leader focused on excellent and consistent delivery of plan advice
Lead staffing efforts for the group
Help define SoFi Advice strategy in line with the company’s brand
Develop all members of the planning team through coaching and training
Use and develop metrics to keep the team on track to meet established KPI metrics (C-sat, willingness to refer, call and plan advice quality, talk time, planning efficiency)
Manage capacity planning needs and achievements of targeted operational efficiencies
Evaluate ways to improve and streamline client interaction, plan delivery and product features
Leverage training and compliance resources to limit business exposure to client complaints
Be technically savvy and expertly use management reports to oversee each planner’s book of business and your team’s analytics
Maintains current best practices in changes in technology and regulatory issues and how they may impact operational functions and processes
Bachelor’s degree required, preferably financial services related
Experienced manager with at least 3 years of management experience
Experienced recruiter with demonstrated ability to attract top talent
Must have at least 3 – 5 years of financial planning experience
Should have ideally worked with a large planning practice and with a high volume of clients
Skilled communicator with excellent oral and written communication skills
Experienced at giving formal and informal employee reviews
Organized and detailed oriented self-starter who works well with existing processes but strives for excellence and efficiency improvements on an ongoing basis
Lunch on SoFi, a fully stocked kitchen, and subsidized gym membership.
Competitive salary packages and bonuses.
A flexible vacation policy allows you to truly relax and reboot.
Comprehensive health, vision, dental, and life insurance as well as disability benefits.
100% of health, vision, and dental premiums paid by SoFi for employees and their dependents.
401(k) and education on retirement planning.
Tuition reimbursement on approved programs, up to $5,250 a year.
Monthly contribution to help you pay off your student loans.
The office address is: 650 Naamans Road Suite 300 Claymont, DE 19703
Additional Salary Information: Salary plus quarterly bonus.
SoFi is a new kind of finance company taking a radical approach to lending and wealth management. From unprecedented products and tools to faster service and open conversations, we’re all about helping our members get ahead and find success. Whether they’re looking to buy a home, save money on student loans, ascend in their careers, or invest in the future, the SoFi community works to empower our members to accomplish the goals they set and achieve financial greatness as a result.
Formed in 1974, the Independent Bankers Association of Texas (IBAT) represents Texas community banks. The Austin-based group is the largest state community banking organization in the nation, with membership comprised of more than 2,000 banks and branches in 700 Texas communities. Providing safe and responsible financial services to all Texans, IBAT member bank assets range in size from $10 million to $20 billion with combined assets statewide of nearly $165 billion. IBAT member banks are committed to supporting and investing in their local communities.