Note: The job is a remote job and is open to candidates in USA. SoFi is a next-generation financial services company and national bank using innovative technology to help members reach their goals. The AI Financial Planning Analyst will assist with the AI Coach product, evaluating member interactions and driving solutions for improved member experiences.
Responsibilities
- 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 use our available technology
Skills
- 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
- 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
Benefits
- This role is also eligible for a bonus and competitive benefits. More information about our employee benefits can be found in the link above.
- To view all of our comprehensiveand competitivebenefits, visit our**[Benefits at SoFi](https://sofietyinfo.sofi.com/sofi-benefits)**page!
Company Overview
Company H1B Sponsorship