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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 role:
We are seeking a Senior Director, Strategy & Business Operations to serve as a strategic partner to the President of SoFi Tech Solutions (STS), helping scale one of the company's most important growth businesses.
SoFi Tech Solutions powers innovation for financial institutions, fintechs, and brands through a suite of technology platforms spanning processing, banking core and ledgering, payments, and risk and fraud solutions. As STS continues its next phase of growth, this leader will help drive business performance, strategic planning, organizational effectiveness, and operational rigor across the business.
Reporting directly to the President of STS, this role serves as a strategic thought partner and execution leader, helping shape the long-term direction of the business while driving operational excellence. The Senior Director will lead structured problem-solving efforts on the most critical opportunities and challenges facing STS, including growth strategy, market expansion, product investment decisions, competitive positioning, organizational effectiveness, and business performance. This leader will combine rigorous analytical thinking, exceptional executive communication, and AI-enabled ways of working to accelerate decision-making and execution across the organization.
The ideal candidate is equally comfortable developing a market-sizing model, building a Board presentation, facilitating executive decision-making, leading a cross-functional strategic initiative, or designing the operating mechanisms that ensure the organization executes against its highest priorities.
What you'll do:
Strategic Planning & Business Analysis
- Partner directly with the President of STS on the highest-priority strategic questions facing the business.
- Lead structured problem-solving efforts to evaluate growth opportunities, investment decisions, market expansion strategies, operating model evolution, and organizational priorities.
- Develop executive-level business cases, including market sizing, competitive analysis, financial modeling, scenario planning, and ROI assessments.
- Synthesize complex internal and external data into actionable insights and strategic recommendations.
- Drive cross-functional analyses that inform product, commercial, technology, and operational decision-making.
- Monitor industry trends, competitive dynamics, emerging technologies, and client needs to proactively identify risks, opportunities, and strategic recommendations for the business.
Business Performance & Strategy Execution
- Drive annual planning, long-range planning, investment prioritization, and operating reviews across STS.
- Establish and manage business performance frameworks, including executive scorecards, KPIs, dashboards, and operating metrics.
- Translate business performance insights into actionable recommendations that improve growth, profitability, client outcomes, and operational efficiency.
- Ensure strategic priorities are translated into measurable outcomes, clear ownership, and execution plans.
- Identify and resolve execution risks, dependencies, and organizational bottlenecks that impact business performance.
Executive Enablement & Leadership Effectiveness
- Serve as a trusted advisor and thought partner to the President, extending leadership leverage and enabling focus on the highest-impact priorities.
- Lead executive operating rhythms, including staff meetings, business reviews, strategic planning sessions, leadership offsites, and decision forums.
- Drive alignment and accountability across the STS leadership team on priorities, decisions, commitments, and outcomes.
- Draft and deliver high-impact executive communications, including Board materials, strategic narratives, business reviews, leadership presentations, client-facing content, and organizational communications.
- Translate complex business, technical, and operational concepts into concise, compelling recommendations tailored to executive audiences.
- Serve as a trusted thought partner on executive messaging, storytelling, and presentation development.
Operating Model & Organizational Effectiveness
- Design and continuously improve the STS operating system, including planning, forecasting, governance, prioritization, performance management, and scalable mechanisms that improve visibility, decision-making, accountability, and execution across the organization.
- Lead cross-functional initiatives requiring coordination across Product, Engineering, Commercial, Finance, Operations, Risk, Legal, and Compliance teams.
- Build frameworks that ensure strategic initiatives are delivered on time, within scope, and aligned to business outcomes.
- Partner with leadership to optimize organizational design, resource allocation, and investment decisions to support growth and scale.
AI-Enabled Transformation & Scale
- Champion AI-enabled ways of working across STS, identifying opportunities to improve productivity, decision quality, organizational effectiveness, and speed of execution.
- Leverage AI tools to accelerate research, analysis, strategic planning, communication development, workflow automation, and operational execution.
- Partner with functional leaders to embed practical AI-driven capabilities into business processes and operating mechanisms that create measurable business impact.
- Help build a culture of experimentation and continuous improvement through the adoption of innovative technologies and operating practices.
Governance, Risk & Controls
- Partner with Risk, Compliance, Legal, and Finance leaders to ensure appropriate governance structures are embedded across STS operations.
- Support executive oversight of business risks, regulatory commitments, strategic initiatives, and operational controls.
- Ensure operating processes enable disciplined decision-making, effective risk management, and sustainable business growth.
What you'll need:
- Bachelor's degree required.
- 15+ years of experience in strategy, business operations, management consulting, fintech, financial services, payments, banking technology, enterprise software, or related industries.
- Exceptional strategic thinking and structured problem-solving capabilities, including experience leading market assessments, competitive analysis, business case development, financial modeling, scenario planning, and executive-level recommendations.
- Proven experience partnering directly with executive leaders and driving business outcomes across complex, matrixed organizations.
- Strong understanding of technology platform businesses, payments, banking infrastructure, fintech, SaaS, or enterprise technology ecosystems.
- Outstanding written and verbal communication skills, with a demonstrated ability to distill ambiguity and complexity into actionable recommendations, executive-ready communications, and compelling narratives that influence senior stakeholders.
- Experience building operating mechanisms that improve organizational effectiveness, accountability, and execution.
- Strong analytical and financial acumen, including experience evaluating business performance, investment decisions, and growth opportunities.
- Demonstrated ability to lead highly complex, cross-functional initiatives from strategy development through execution.
- Strong AI fluency, including experience leveraging AI tools to improve productivity, analysis, communication, decision-making, and operational effectiveness.
- High degree of ownership, intellectual curiosity, and ability to operate effectively in fast-paced, evolving environments.
Nice to have:
- MBA or other advanced degree.
- Experience within payments, issuer processing, banking infrastructure, core banking, risk, fraud, or financial technology platforms.
- Prior experience in a Chief of Staff, Strategy, Corporate Development, General Manager, Business Operations, or Consulting leadership role.
- Experience supporting executives responsible for P&L ownership and large-scale organizational transformation.
- Experience scaling B2B technology, fintech, payments, or platform businesses serving enterprise clients.
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 page!
SoFi 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.
SoFi is committed to an inclusive culture. As part of this commitment, SoFi 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.