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

As a Project Manager within our Capital Markets team, you will be the connective tissue that drives our most critical initiatives from conception to execution. This is a high-visibility, manager-level role designed for a strategic operator who excels at navigating complex financial landscapes and cross-functional environments. You will be responsible for orchestrating large-scale projects that involve internal and external stakeholders.

The ideal candidate is a self-driven leader who doesn’t just track tasks, but takes full ownership of the project lifecycle. You are someone who can synthesize high-level strategic concepts into actionable project plans, ensuring that no detail is missed and every deadline is met. If you are a master of documentation, an expert communicator, and thrive in a fast-paced environment where accountability is paramount, this role is for you.

What you’ll do:

• Support the end-to-end planning and execution of large-scale Capital Markets projects, ensuring all workstreams are aligned with broader business objectives and organizational goals.
• Provide comprehensive project management support to the Capital Markets team, acting as a key coordinator for project workflows, facilitating seamless collaboration and proactively resolving bottlenecks across departments.
• Synthesize high-level strategic concepts and complex financial data into cohesive project frameworks, actionable roadmaps, and execution strategies.
• Maintain rigorous project documentation and governance standards, including the creation of detailed meeting minutes, project charters, decision logs, and status reports.
• Develop and manage comprehensive project timelines and schedules, holding all stakeholders accountable to critical deliverables and milestones.
• Design high-quality presentation decks and visual materials to communicate progress, educate stakeholders on new initiatives, and present findings to senior leadership.
• Drive departmental efficiency by identifying opportunities to optimize workflows and implementing standardized project management toolkits and best practices.
• Take full ownership and leadership of project outcomes, anticipating potential risks and developing robust mitigation plans to ensure deadlines are consistently met.

What you’ll need:

• 5-8 years of experience in project management or operations, preferably within Capital Markets, Investment Banking, or a high-growth Fintech environment.
• Proven track record of successfully leading multi-stakeholder initiatives and managing large-scale projects from ideation through to completion.
• Strong strategic thinking skills with the ability to "connect the dots" across multiple complex concepts while maintaining an extreme attention to detail.
• Exceptional verbal and written communication skills, with a demonstrated ability to distill technical information into clear, educational, and persuasive content.
• Advanced proficiency in project management tools (e.g., Asana, Jira, Monday.com) and G-Suite/Microsoft Office, with expert-level skills in building professional presentation materials.
• A self-driven work ethic and a "no task too small" attitude, paired with the leadership presence required to drive accountability across diverse teams.
• Mastery of organization and scheduling, with a disciplined approach to managing calendars, documentation, and digital filing systems.
• Resilience and the ability to work effectively under pressure, managing tight timelines and shifting priorities without compromising on quality or accuracy.
• Bachelor’s degree in Finance, Economics, Business Administration, or a related field; PMP or similar project management certification is preferred.

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 SoFi](https: //sofietyinfo.sofi.com/sofi-benefits) 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.