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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:

We are seeking an experienced, strategic, and hands-on Director, Brokerage Business Product Development Lead to define and drive the vision, strategy, and delivery of advanced trading and brokerage products. This role will lead cross-functional teams to build and evolve So Fi’s core brokerage platform including order management systems, routing logic, options trading features, margin, portfolio management and risk capabilities.

This leader will collaborate closely with engineering, trading, risk, compliance, operations, and business stakeholders to deliver outcomes that balance innovation, scalability, risk management, and customer experience.

What you’ll do:

Product Strategy & Leadership

Develop and articulate a long-term product strategy and roadmap for trading and brokerage products aligned with business goals and market opportunities.

Define success metrics and product outcomes (e.g. Trading routing logic, order execution quality, trading experience, Portfolio PnL performance and risk management) to guide prioritization and investment decisions.

Work closely with Technology, Trading Operations, Risk and Compliance, Data Science, and UX teams through the entire product lifecycle — from discovery and business case development to launch and iteration.

Trading & Core Product Development

Own product development for trading infrastructure and logic, including smart routing, execution quality metrics, order validation, workflow optimization, and market connectivity.

Drive enhancements of Order Management Systems (OMS) and integrations with market data, execution venues, and internal systems.

Shape options trading product strategy, including core functionality, strategy builders, additional levels, risk models, and portfolio analytics.

Partner with engineering and QA to ensure robust, scalable and compliant delivery.

Risk, Margin & PnL

Direct development of margin calculation frameworks, risk management models, and integration of real-time risk data into product workflows.

Align product features with risk controls and regulatory requirements in partnership with Risk and Compliance.

Oversee accurate PnL reporting (realized and unrealized) capabilities within brokerage and trading systems.

What you’ll need:

Bachelor's degree, preferably with a combination of Engineering and Finance

12+ years of experience in online brokerage, wealth management, online investing, or a closely related business

Demonstrated experience in developing and launching best-in-class, online investment technologies, products and services.

Deep technical understanding of brokerage systems.

Proven ability to translate complex technical concepts into business requirements and strategic product outcomes.

Deep understanding of trading workflows, routing logic, execution quality, market structures, and order management systems.

Options trading product experience, including strategy builders, advanced trading levels, portfolio management and operational workflows.

Strong quantitative and analytical skills/

Ability to operate cross-functionally in a regulated financial environment, leading and influencing colleagues over whom you have no direct authority.

Licensing helpful (e.g., Series 7, 57, 99) - current licenses are useful and this may become a requirement post-onboarding

Excellent written and oral communicator

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 So Fi page!
So Fi 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
So Fi is committed to an inclusive culture. As part of this commitment, So Fi 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.