SoFi
SoFi

60 Sofi Software Jobs Hiring Near You

SoFi is a next-generation financial services company dedicated to helping members achieve their ... software and dexterity to adjust to changing priorities within a dynamic business • Ability to ...

SoFi is a next-generation financial services company dedicated to transforming personal finance ... software and dexterity to adjust to changing priorities within a dynamic business • Ability to ...

At SoFi, we hold a deep, foundational respect for the traditional craft of photography-the magic of ... Proficiency in design and post-production software including Adobe Creative Suite (Photoshop ...

The role The Lock Desk Specialist will be responsible for ensuring SoFi company policies and ... The ideal candidate will have experience in the mortgage industry, proficiency in relevant software ...

SoFi is a next-generation financial services company and national bank that aims to transform ... software and dexterity to adjust to changing priorities within a dynamic business • Ability to ...

SoFi is a next-generation financial services company and national bank focused on transforming ... Required : • Bachelor's Degree in a technical field • 4+ years of Data Science or Software ...

Manage a team of Data Scientists supporting SoFi's Checking and Savings, Invest, Credit Card ... Bachelor's Degree in a technical field * 7+ years of Data Science or Software Engineering ...

Manage a team of Data Scientists supporting SoFi's Personal and Student Loans businesses ... Bachelor's Degree in a technical field * 4+ years of Data Science or Software Engineering ...

Retail Production Assistant SoFi is seeking a proactive, high-energy Production Assistant to serve ... Previous experience with Encompass LOS (or similar mortgage software) and proficiency in Google ...

When these platforms are down, SoFi is down.You'll define the technical strategy for this group ... You'll raise the bar for how this team builds software. That means establishing rigorous design ...

At SoFi, we hold a deep, foundational respect for the traditional craft of photography-the magic of ... Proficiency in design and post-production software including Adobe Creative Suite (Photoshop ...

Showing results 41-60

AI Financial Planning Analyst

AI Financial Planning Analyst

SoFi

Jacksonville, FL • On-site

Full-time

Posted 6 days ago


Job description

Job Summary:
SoFi is a next-generation financial services company dedicated to helping members achieve their financial goals through innovative technology. The AI Financial Planning Analyst will support the AI Coach product by reviewing member interactions, ensuring quality, and driving improvements in chatbot performance. This role requires strong analytical skills and a proactive approach to problem-solving in a fast-paced environment.
Responsibilities:
• Serve as an internal subject matter expert on personal financial planning
• Review, calibrate, and validate the quality of financial planning guidance generated by SoFi’s AI Coach chat tool.
• Identify opportunities for and implement chatbot intelligence enhancements
• Recognize potential risks or inaccuracies in chat outputs and escalate to appropriate internal partners (Ops, Product, Compliance)
• Contribute to solutions libraries that can be used across multiple lines of business
• Brainstorm value-added features and applications to further use our available technology
Qualifications:
Required:
• 5+ years of client-facing experience within financial services, ideally in an advisory capacity
• familiarity with financial federal regulatory guidelines and comfort identifying potential risks in written communications
• Certified Financial Planner or other financial designation
• Bachelor's Degree in Business, Marketing, Communications, Statistics or other quantitative oriented fields or equivalent experience
• Comfort or familiarity with LLMs, chatbots, JIRA and utilizing various AI tools
• Demonstrated strong analytical skills, adept at identifying patterns, and hypothesis-driven problem-solving
• Exceptional written and oral communication skills related to communicating to cross-functional groups across key business areas
• Positive attitude, empathy, and customer-focused communication skills are required for impact on interaction with customers
• Innovative mindset, aptitude for learning new technologies/software and dexterity to adjust to changing priorities within a dynamic business
• Ability to act independently and proactively address problems as a self-starter
• Proven collaborative achievements in past roles
• Ability to work effectively with product development, engineers, and business team
Company:
SoFi is a finance company that offers a range of lending and wealth management services. Founded in 2011, the company is headquartered in San Francisco, USA, with a team of 1001-5000 employees. The company is currently Late Stage.