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Lead Capital Markets initiatives at SoFi as Senior Manager.
Drive cross-functional execution, strategy, and governance for national fintech.
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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 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
As a Senior Manager within our Capital Markets Team, you will be the execution lead and central orchestrator for our most critical initiatives, guiding them from inception to successful completion. This is a high-visibility leadership role for a hands-on operator who excels at driving complex, cross-functional workstreams while ensuring strict alignment with the company’s broader finance and planning priorities.
The ideal candidate is a self-driven leader who pairs a big-picture perspective with the analytical rigor required to dive into details, ask the right questions, and maintain cross-functional cohesion. You will own the advancement of key Capital Markets initiatives, ensuring all timelines are met. Serving as a trusted partner to the Director of Transaction Development, you will strengthen engagement with business lines and help shape SoFi’s evolving funding platform. This role requires combining strong execution discipline with strategic judgment, moving seamlessly between driving daily progress, clearing roadblocks, and providing high-level team direction.
What you’ll do:
- Execution Leadership: Provide end-to-end oversight of Capital Markets initiatives, ensuring disciplined delivery and clear accountability across workstreams. Actively push progress, enforce timelines, and hold stakeholders accountable for deliverables.
- Cross-Functional Enablement: Act as the primary liaison between Capital Markets and other partner teams, removing roadblocks and ensuring New Product and Transaction Execution teams can operate efficiently without distraction from external dependencies.
- Strategic Problem Solving: Identify execution risks and operational bottlenecks and design and implement practical mitigation strategies. Conduct analytics and deep-dive assessments as needed.
- Stakeholder Orchestration: Drive alignment across senior stakeholders by establishing clear ownership, tracking milestones, and ensuring follow-through on commitments.
- Executive Communication: Produce high-impact, concise updates and materials for senior leadership - providing transparency into progress, risks and key decisions.
- Governance & Transparency: Maintain rigorous governance standards, including progress tracking, decision logs, and overall initiative health to ensure disciplined execution.
- Funding & Transaction Strategy: Partner with Head of Capital Markets and senior team members to develop and advance innovative funding structures, transaction strategies, and scalable solutions that enhance SoFi’s competitive position.
What you’ll need:
- 10+ years of experience in project management or operations, preferably within Capital Markets, Finance, Investment Banking, or a high-growth Fintech environment.
- Proven track record of \"connecting the dots\" across multiple complex concepts while maintaining the ability to dig deep into data and operational details.
- Exceptional verbal and written communication skills, with a demonstrated ability to influence senior leadership and drive accountability across diverse, cross-functional teams.
- A natural curiosity and the ability to ask the right questions to uncover risks and optimize project outcomes.
- Demonstrated experience leading multi-stakeholder initiatives from ideation through completion, ensuring strategic initiatives are managed and driving forward.
- Advanced proficiency in G-Suite/Microsoft Office (expert-level slide building) and project management platforms, with a disciplined approach to documentation and digital organization.
- The ability to work effectively under pressure, managing tight timelines and shifting priorities without compromising on the quality of strategic output.
- Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
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 accommodations@sofi.com.
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.