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:

At So Fi, our mission is to help our members achieve financial independence. To do that, we start with our own team. We are looking for a Stock Plan Administrator who is ready to move beyond basic data entry and step into a role defined by oversight,global scaling, and strategic compliance.

This isn't just about maintaining the status quo; it’s about driving the evolution of our equity ecosystem. You will be a primary driver of expanding our global ESPP, a key partner in operationalizing mobility compliance, and a guardian of our equity administration integrity. If you are a process-driven critical thinker who thrives on getting the data right while building the next big thing, you belong here.

The Impact You’ll Make:Master the ESPP Universe: Take full ownership of our Employee Stock Purchase Plan, from enrollment and withdrawal to contribution reconciliations and global expansion.

Operational Oversight: Act as the primary reviewer and approver for day-to-day operations, ensuring our Stock Plan Analyst’s work is flawless and compliant.

Drive Innovation: Lead special projects that matter, including automation of manual flows, system integrations, and reducing SOPs for manual work.

Global Mobility & Compliance: Operationalize So Fi’s employee mobility tax sourcing methodology, in partnership with the People Team, Payroll, and external vendors.

Empower So Fi Employees: Translate the complex into simple. Partner with the Senior Manager, Global Equity to design and deliver educational campaigns that help our employees truly understand the value of their LTI and ESPP opportunities.

What You’ll Need:

The Essentials:

Experience: 3-5 years in Public Company Equity Administration. Comprehensive exposure to full-value awards (primarily RSU & PSU) and ESPP lifecycles.

The Tech Stack: Deep familiarity with Fidelity Net Benefits (SPS) and an advanced Excel skillset (you don't just use VLOOKUPs; you build models that catch errors before they happen).

Credentials: A Bachelor’s degree is required; CEP or ECA designation is a plus.

The X-Factors:

Critical Thinker: You don't just follow a checklist; you look for the why and the how we can do this better.

Bilingual (English/Spanish): A huge plus as we look toward further global engagement.

The Tech Stack: Familiarity with Alteryx, Python, SQL, or another language to drive process automation.

Resourceful & Accountable: You operate with an owner's mindset. You manage your own deadlines and take pride in the accuracy of your output.Collaborative Spirit: You thrive in working across departments (Payroll, Tax, Legal, etc.) to solve the puzzles that come with a high-growth fintech.

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.