SoFi
Associate AI Financial Planning Analyst
New York City
Sponsorship not specifiedDetected 6 days ago
LLMsStatisticsJiraCommunicationCollaborationProblem Solving
About the role
- The Associate AI Financial Planning Analyst position is a unique opportunity to assist thousands of members that interact with SoFi each day.
- We are looking for an individual with a strong blend of financial services and technology experience.
- Well developed communication and collaboration skills will be critical to the success of this role, as well as an aptitude for data, language, and technology.
Responsibilities
- Review, calibrate, and validate the quality of financial planning guidance generated by SoFi's AI Coach chat tool.
- Identify opportunities for and implement chatbot intelligence enhancements
- Recognize potential risks or inaccuracies in chat outputs and escalate to appropriate internal partners (Ops, Product, Compliance)
- Determine keywords and phrases to enable our software to recognize member intents to create successful interactions
Requirements
- familiarity with financial federal regulatory guidelines and comfort identifying potential risks in written communications
- FINRA Series 65 or equivalent, or ability to obtain within 90 days
Nice to have
- CFP or other financial designation
- Comfort or familiarity with LLMs, chatbots, JIRA
- Demonstrated strong analytical skills, adept at identifying patterns, and hypothesis-driven problem-solving
- Exceptional written and oral communication skills related to communicating to cross-functional groups across key business areas
- Ability to act independently and proactively address problems as a self-starter
- Proven collaborative achievements in past roles
- Ability to work effectively with product development, engineers, and business team
- Bachelor's Degree in Business, Marketing, Communications, Statistics or other quantitative oriented fields or equivalent experience
Compensation
- 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.
Benefits
- Innovative mindset, aptitude for learning new technologies/software and dexterity to adjust to changing priorities within a dynamic business
- Compensation and Benefits
- To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!
Company info
- 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 Associate AI Financial Planning Analyst plays a critical role in the continuous improvement of our AI Coach product and shares a commitment to delivering positive member experiences.
- The Associate AI Financial Planning Analyst reviews member interactions with Coach chat daily to evaluate quality and report overall performance.
- The candidate must consistently drive actionable solutions for customer care, compliance, quality, engineering, and operations efficiency groups.
- This role requires a demonstrated passion for helping our members thrive in their financial journey.
- To be successful in this role, you'll need a proactive, problem solving mentality, superior analytical skills, and a proven ability to deliver consistent results in a fast paced environment as a member of our team!
This listing is sourced directly from SoFi's careers page and normalized into a canonical job model.