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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 the BU Leader for At Work, you will be the primary architect of our employer-channel growth strategy. You will hold direct P&L responsibility and serve as the strategic bridge between market demands and our technical execution. In partnership with Engineering and Product organizations, you will define how we deliver world-class financial wellness and employee benefit solutions to modern workforces.

What you’ll do:

• Drive P&L & Strategic Growth: Own the end-to-end financial performance of the At Work business unit, setting and achieving aggressive KPIs for revenue, user acquisition, and margin expansion.

• Team Management: Build, lead, and scale a high-performing sales and partnership success team by setting clear direction, outcomes, and KPIs. Drive accountability and execution at scale while developing talent, managing performance effectively, and fostering a strong, engaged culture aligned with So Fi’s growth and standards.

• Product & Engineering Partnership: Co-author the product roadmap with technical leadership, ensuring that our employer-facing platform and employee-facing platform are scalable, competitive, and mission-aligned.

• B2B2C Sales Leadership: Oversee the go-to-market and Sales strategy and execution, collaborating with Marketing to penetrate the enterprise and mid-market employer segments.

• Cross-functional Orchestration: Lead a high-stakes matrixed environment, aligning Legal, Compliance, and Operations to ensure our benefit programs meet regulatory standards while maintaining a seamless user experience.

• Drive Sales via Product Partnership: Collaborate with So Fi’s consumer product teams to design integrated features that incentivize employees to deepen their relationship with the So Fi platform, turning the "At Work" channel into a primary engine for high-quality member growth.

• Strategic Ecosystem Development: Identify, negotiate, and manage third-party partnerships (e.g., HRIS integrations, benefit providers).

• Data-Driven Iteration: Utilize deep data analytics to monitor program health, running experiments to optimize the "flywheel" between employer adoption and individual employee engagement.

What you’ll need:

• Business Unit Leadership: 10+ years of experience leading a business unit (GM, Product, or Growth), specifically within high-growth Fintech or technology environments. You have a proven track record of managing a full P&L and understanding the financial implications of product and strategic decisions.

• Strategic Sales & Partnership Excellence: 10+ years experience in B2B2C sales leadership and partner management. You possess the ability to translate complex product visions into compelling narratives that resonate with executive-level external partners and internal stakeholders.

• Team Management: Proven experience leading, and scaling high-performing and engaged teams in a growth-oriented environment, with demonstrated success driving outcomes through others.

• Ecosystem & Platform Thinking: Proven success managing "platform" or "gateway" businesses where one side of the market (Employers) serves as the primary engine for consumer acquisition (Employees).

• Domain Expertise: Deep knowledge of the Employee Benefits, HR Tech, or B2B2C space is highly preferred.

• Analytical Rigor: A data-driven approach to decision-making. You are comfortable using deep analytics to find clarity in ambiguous market signals and running experiments to optimize the "flywheel" of user engagement.

• Collaborative Influence: Experience co-authoring roadmaps with Product and Engineering teams and leading cross-functional groups in a high-stakes, matrixed environment.

• Growth & Mission Alignment: A passion for financial wellness and a growth mindset that leverages product features—rather than just marketing—to drive user behavior and cross-sell opportunities.

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.