AI Financial Planning Analyst

SoFi•New York, NY

1d•$86,400 - $162,000•Remote

About The Position

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. The AI Financial Planning Analyst plays a critical role in the continuous improvement of our AI Coach product and shares a commitment to delivering positive member experiences. The AI Financial Planning Analyst is responsible for reviewing member interactions with Coach chat daily to evaluate quality and report overall performance. The candidate must consistently drive actionable solutions for member care, compliance, quality, engineering, and operations efficiency groups. This role requires a demonstrated passion for helping our members thrive in their financial journey. To be successful in this role, you’ll need a proactive, problem solving mentality, superior analytical skills, and a proven ability to deliver consistent results in a fast paced environment as a member of our team!

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
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

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