Job Description
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Who we are:
Shape a brighter financial future with us.
Together with our members we’re changing the way people think about and interact with personal finance.
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.
We are seeking a Senior Director Strategy & Business Operations to serve as a strategic partner to the President of SoFi Technology Solutions (STS) helping scale one of the company's most important growth businesses.
SoFi Technology 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
Skills Required
- Bachelor's degree required
- 15+ years of experience in strategy business operations
- Experience leading market assessments and competitive analysis
- Proven experience partnering with executive leaders
- Outstanding written and verbal communication skills
- Strong analytical and financial acumen
What the Team is Saying










SoFi Compensation & Benefits Highlights
- Healthcare Strength—Benefits materials describe comprehensive medical dental and vision coverage with mental‑health support EAP and wellness programs. Feedback suggests some plans include options with 100% company‑paid premiums.
- Parental & Family Support—Parental and family supports include up to 12 weeks fully paid parental leave fertility/adoption resources and subsidized backup child and elder care. Pet insurance is also available.
- Leave & Time Off Breadth—Time away benefits include flexible vacation for exempt employees generous PTO/sick time for non‑exempt staff and paid holidays. Early‑release “SoFi Fridays” are also cited.
SoFi Insights
What We Do
SoFi wasn’t built to be a bank. Or a technology company. We were built for one mission: help people achieve financial independence so they can realize their ambitions. Redefining an entire industry isn’t easy work—and it’s not for the faint of heart. It takes a certain kind of team. People with diverse perspectives and expertise united by a common sense of purpose. People willing to challenge assumptions but always do the right thing. People proving that innovation and responsibility don’t have to compete but can come together to create something truly unconventional in the world. For the last eight years we’ve been charting this new path forward. We call it The SoFi Way. At SoFi we don’t just talk about culture: we live it. The SoFi Way is how we show up every day how we make decisions and how we build for our members clients and each other.
Why Work With Us
Together with our members we’re changing the way people think about and interact with personal finance. We’re a next-generation Fintech company using innovative mobile-first technology to help our members reach their goals. The industry is going through an unprecedented transformation and we’re at the forefront.
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SoFi Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
For the majority of our workforce who work on a hybrid schedule the in-office requirement is a handful of days per month!







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Date Posted
06/05/2026
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