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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.

Role Summary

The Associate Manager, Workplace Experience is responsible for leading and developing a regional high-performing workplace West team while ensuring operational excellence, compliance, and consistency across offices. This is a fully in-office role (five days per week).

This role serves as both a strategic partner and hands-on leader — overseeing budgets, safety and compliance standards, team performance, and cross-functional alignment. The Associate Manager is accountable for elevating the employee experience at scale across regional offices while developing talent and driving operational rigor.

Key Responsibilities

Team Leadership & Talent Management

• Conduct weekly 1:1s with direct reports to provide coaching, accountability, and support.
• Provide day-to-day oversight of team performance, including problem-solving support.
• Drive team development through structured growth planning and upskilling initiatives.
• Own performance management processes including reviews, recognition, feedback cycles, and bonus planning.
• Lead hiring processes for the team, including interviewing, selection, and in-person onboarding (with travel as needed).
• Step in to provide onsite coverage when team members are out of the office, ensuring business continuity.

Budget & Financial Oversight

• Conduct monthly budget audits (actuals vs. forecast) to ensure financial discipline.
• Serve as primary owner of quarterly budget re-forecasting in partnership with leadership.
• Approve payroll weekly and expense reports monthly.
• Ensure responsible spending practices and financial transparency across offices.

Safety, Compliance & Risk Management

• Serve as Crisis Management point of contact for the People team.
• Ensure compliance with Emergency Action Plans (EAP) across all offices, including annual updates and site-level accountability.
• Act as the primary point of contact for licensing requirements and regulatory compliance.
• Ensure office playbooks are reviewed and formally audited annually and updated during major changes (expansions, relocations, etc.).

Operational Excellence & Cross-Functional Partnership

• Act as liaison between Workplace Leads and key partners including Physical Security, EAs, Employee Experience, Finance, and Facilities.
• Collaborate cross-functionally on changes to policies, processes, and operational standards, ensuring clear communication and execution across sites.
• Maintain deep knowledge of each office’s operations, challenges, and culture.
• Identify and implement process improvements that increase efficiency and consistency across locations.

Leadership Expectations

• Leads through influence, clarity, and operational discipline.
• Thinks regionally and strategically — not just site-by-site.
• Develops others while maintaining high performance standards.
• Balances employee experience excellence with fiscal responsibility.
• Communicates proactively and ensures alignment between leadership and frontline teams.
• Demonstrates maturity, sound judgment, and strong decision-making in high-pressure situations.

Qualifications

• 5+ years of experience in workplace operations, office management, hospitality, or related field.
• 2+ years of direct people management experience.
• Experience managing budgets and financial reporting.
• Strong knowledge of operational and safety best practices.
• Proven ability to coach and develop team members.
• Excellent communication, organizational, and cross-functional partnership skills.
• Ability to travel as needed to support multi-site operations.

What Success Looks Like

• Offices operate consistently and compliantly across locations.
• Budgets are managed accurately with minimal surprises.
• The team demonstrates growth, engagement, and high performance.
• Cross-functional partners view Workplace Experience as proactive and reliable.
• Risks are identified early and managed effectively.

Employees experience a well-run, safe, and welcoming workplace environment.

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.