Associate AI Financial Planning Analyst

Join SoFi as an Associate AI Financial Planning Analyst, where you'll play a critical role in improving our AI Coach product and delivering positive member experiences. You'll review member interactions, identify opportunities for enhancements, and contribute to solutions libraries. This position requires a blend of financial services and technology experience, strong communication skills, and a passion for helping members thrive in their financial journey. Enjoy generous benefits, including vacation, parental leave, 401(k), health insurance, and tuition reimbursement.

• Review and evaluate the quality of financial planning guidance generated by SoFi’s AI Coach chat tool, and report on overall performance.
• Identify opportunities for and implement enhancements to chatbot intelligence, recognizing potential risks or inaccuracies in chat outputs.
• Collaborate with cross-functional teams to contribute to solutions libraries and determine keywords and phrases to improve software recognition of member intents.
• 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!
• Nice to have: Comfort or familiarity with LLMs, chatbots, JIRA
• Innovative mindset, aptitude for learning new technologies/software and dexterity to adjust to changing priorities within a dynamic business
• Proven collaborative achievements in past roles
• Necessary: familiarity with financial federal regulatory guidelines and comfort identifying potential risks in written communications
• Ability to work effectively with product development, engineers, and business team
• Necessary: FINRA Series 65 or equivalent, or ability to obtain within 90 days
• Ability to act independently and proactively address problems as a self-starter
• Exceptional written and oral communication skills related to communicating to cross-functional groups across key business areas
• Necessary: 3+ years of client-facing experience within financial services, ideally in an advisory capacity
• Nice to have: Bachelor's Degree in Business, Marketing, Communications, Statistics or other quantitative oriented fields or equivalent experience
• Positive attitude, empathy, and customer-focused communication skills are required for impact on interaction with customers
• Nice to have: CFP or other financial designation
• Demonstrated strong analytical skills, adept at identifying patterns, and hypothesis-driven problem-solving