Employee Applicant Privacy Notice 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 Associate, Insurance Senior Business Analyst to help lead the charge in launching and scaling So Fi’s insurance platform. In this "0 to 1" role, you will be responsible for laying the foundation of our Insurance products, driving cross-functional priorities, and ensuring the business’ long-term health.

This is a truly cross-functional position for a builder who loves to "run after problems". You will work across our suite of insurance products (home, auto, life) and enable the team to drive meaningful growth. You will work cross-functionally with Product, Engineering, Design, Sales, Operations, Compliance, and Legal to ensure we deliver a best-in-class experience.

What You’ll Do

• Support the Business Lead in all facets of the insurance business

• Partner with cross-functional leaders from across Product, Engineering, Sales, Marketing, Legal, Compliance and more to ensure we are helping our members Get Their Money Right

• Drive external partnership conversations with insurance counterparts

• Own the "source of truth" for the Insurance portfolio. Design and maintain rigorous reporting dashboards to track KPIs such as origination volume, cost of acquisition (CAC), delinquency rates, and net promoter score (NPS)

• Monitor portfolio performance daily; identify trends and "get to the truth" behind the data to help arrive at strategic decisions

• Drive the daily operations of the insurance funnel, identifying friction points and working with product & operations to implement iterative improvements

• Identify insurance growth opportunities to drive member penetration

What You’ll Need

• Experience: 2+ years of experience in insurance, consulting or investment banking roles with specific exposure to insurance (property & casualty or life insurance preferred).

• Relationship Management: Demonstrated capabilities to manage third-party vendors or complex partnerships, driving value and accountability.

• Analytical Skills: Strong data fluency. You are comfortable using SQL, Tableau, or Excel/Google Sheets to manipulate large datasets and derive business insights.

• Cross-Functional Leadership: Ability to influence without authority and work effectively with technical and non-technical teams (Engineering, Legal, Compliance).

• Product Development: Have an experience developing product or partnering with product organization managing to launch consumer and small business lending

Nice to Have

• Experience working in a high-growth, agile Fintech environment.

• Experience working at a highly regulated institution (i.e. a Bank)

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.