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.Join Our Team: Join our dynamic team at So Fi as a Staff Researcher, playing a pivotal role in shaping product strategy and driving user-centered decision-making across the business. At So Fi, we're dedicated to helping our members achieve financial independence and reach their goals. We aim to be at the center of our members’ financial lives, offering a suite of products and services including credit score monitoring, banking, investing, credit cards, personal loans, student loans, home loans, and more.

What You’ll Do:

• Contribute to and often lead significant cross-functional workstreams within and occasionally beyond their business unit.

• Lead broad research projects with complex user journeys, utilizing data-driven and principle-based solutions to generate impactful insights.

• Guide project direction, delivering complex research projects with significant business impact by influencing the setting of objectives, strategy, milestones, and execution.

• Influence product priorities and strategy through compelling research insights. Be able to pivot their point of view when presented with new information.

• Apply advanced expertise in a range of qualitative and quantitative research skills, while maintaining proficiency across all core research methodologies. Influence the craft of others and contribute to elevating overall work quality within the team.

• Create high-impact artifacts (e.g., reports, presentations, workshops) that drive alignment and innovation, influencing fast but high-quality decision-making across directly relevant teams.

• Drive consistency and quality across interconnected research projects. Create and hit milestones with minimal guidance and estimate project timelines well.

• Develop into a cross-functional leader, building relationships with stakeholders across the function and business unit, including through participation in cross-functional forums. Navigate stakeholder tradeoffs to guide research decisions that impact other teams.

• Contributes actively to the research team through knowledge sharing (tools, methodologies), thoughtful collaboration, and positive engagement.

What you’ll need:

• Bachelor’s Degree in Human-Computer Interaction, Psychology, Sociology, Anthropology, or a related field (Graduate Degree preferred).

• Eight (8)+ years of experience conducting user research in a product development setting, with a demonstrated track record of influencing product strategy and leading complex projects.

• Advanced expertise in a variety of qualitative and quantitative research methods.

• Exceptional analytical and problem-solving skills, with a proven ability to synthesize complex information from diverse sources and identify critical, strategic insights.

• Outstanding communication and presentation skills, with the ability to articulate research findings clearly, persuasively, and strategically to a variety of audiences.

• Demonstrated ability to work autonomously, lead projects, and collaborate effectively in a fast-paced environment.

• A strong understanding of the tradeoff between rigor and speed in research, and the ability to apply this understanding to project planning and execution.

• Strong project and program management skills, with the ability to manage multiple complex and strategic projects simultaneously.

• A strong drive for continuous learning and self-improvement in advanced research skills and product knowledge.

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.