Manager, Invest Operations

The role

The Manager, Invest Operations will manage a team of Investment Specialists. You will drive business and process changes to ensure SoFi Invest members have an exceptional experience.

What you will do

• Independently manage a team of investment specialists
• Responsible for hiring, coaching, performance management and team member development
• Foster an environment focused on finding solutions to problems and innovative differentiators
• Monitor service levels, inbound volume, and schedule adherence
• Manage team members' attendance, sick time, and paid time off
• Manage team member performance by defining clear goals, objectives, responsibilities, and priorities
• Identify and escalate issues and propose recommended solutions regarding process improvements
• Effectively manage time and resources within team, department and cross-functionally
• Monitors day-to-day activities to ensure compliance to internal policy, legal, and pertinent regulations
• Supervises a variety of licensed Individual contributors ranging from junior to senior levels

Required qualifications

• Must have the following existing licensing combination: Series 7, 24 & 66 (or 63 & 65)
• Minimum Bachelor or equivalent experience
• 5+ years of general customer service experience
• 3+ years of experience in a Broker Dealer setting
• Experience hiring, training, motivating, monitoring, and coaching teams of customer service & processing employees
• Strong leadership and management skills including experience in employee conflict resolution and development
• Strong written communication skills
• Ability to react to change quickly and implement new processes & procedures
• Ability to work independently with little or no supervision
• Professional demeanor and excellent work habits
• Understanding of Situational Leadership, high Emotional Intelligence
• Some evenings and weekend days may be required

Nice to have

• 2+ years of management experience preferred
• Call center or processing center management experience is preferred
• Financial services-specific customer service experience preferred

About the company

SoFi is a next-generation financial services company and national bank using innovative, mobile-first technology to help its members reach their goals.