Manager, Invest Operations

Who you are

You have a strong background in operations management, ideally with experience in the financial services sector. You excel at leading teams and have a proven track record of driving performance improvements. Your leadership style fosters a collaborative environment where team members feel empowered to contribute solutions. You are adept at monitoring service levels and ensuring adherence to schedules, which is crucial for maintaining high standards of service. You possess excellent communication skills, enabling you to effectively manage team dynamics and performance expectations. You are proactive in identifying issues and proposing actionable solutions to enhance operational efficiency.

Desirable

Experience in the investment or financial services industry is a plus. Familiarity with performance management tools and techniques will help you succeed in this role. A background in coaching and developing team members will be beneficial as you guide your team towards achieving their goals.

What you'll do

In this role, you will independently manage a team of Investment Specialists, overseeing their day-to-day operations. You will be responsible for hiring, coaching, and performance management, ensuring that each team member is set up for success. You will foster an environment focused on problem-solving and innovation, encouraging your team to find creative solutions to challenges. Monitoring service levels and inbound volume will be part of your daily responsibilities, allowing you to adjust resources as needed to meet demand. You will manage attendance and time-off requests, ensuring that your team operates smoothly and efficiently. Additionally, you will define clear goals and objectives for your team, helping them prioritize their responsibilities effectively. As issues arise, you will identify and escalate them, proposing recommended solutions to improve processes and systems.

What we offer

At SoFi, you will be part of a mission-driven company that is transforming the financial landscape. We offer a collaborative work environment where your contributions directly impact our members' lives. You will have opportunities for professional growth and development, as we believe in investing in our employees. Join us in shaping a brighter financial future for our members and yourself.