AI Financial Planning Analyst

The 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.

About the role

• Serve as an internal subject matter expert on personal financial planning
• 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)
• Contribute to solutions libraries that can be used across multiple lines of business
• Brainstorm value-added features and applications to further utilize our available 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)
• Contribute to solutions libraries that can be used across multiple lines of business
• Brainstorm value-added features and applications to further utilize our available technology

Requirements

• 5+ years of client-facing experience within financial services, ideally in an advisory capacity
• Familiarity with financial federal regulatory guidelines and comfort identifying potential risks in written communications
• Certified Financial Planner or other financial designation
• Bachelor's Degree in Business, Marketing, Communications, Statistics or other quantitative oriented fields or equivalent experience
• Comfort or familiarity with LLMs, chatbots, JIRA and utilizing various AI tools
• 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
• Positive attitude, empathy, and customer-focused communication skills are required for impact on interaction with customers
• 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
• Ability to work effectively with product development, engineers, and business teams

Qualifications

• Passionate about helping our members thrive in their financial journey
• Proactive, problem-solving mentality
• Superior analytical skills
• Ability to deliver consistent results in a fast-paced environment

Skills

• Strong analytical skills
• Proactive problem-solving mentality
• Excellent written and oral communication skills
• Positive attitude and customer-focused communication skills
• Innovative mindset and aptitude for learning new technologies/software
• Ability to work independently and proactively address problems
• Collaborative achievements in past roles

Benefits

To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!