Director of Finance, SoFi

Capital Markets


Plus bonus

Google Sheets
Expert level
New York
San Francisco Bay Area

Mobile & online personal finance services

Be an early applicant


Mobile & online personal finance services

1001+ employees

B2CBankingPersonal financeLendingInvestingMobile

Be an early applicant


Plus bonus

Google Sheets
Expert level
New York
San Francisco Bay Area

1001+ employees

B2CBankingPersonal financeLendingInvestingMobile

Company mission

To help people reach financial independence to realize their ambitions.


Who you are

  • The successful candidate will bring a combination of skill sets to the table, including the ability to source, digest and synthesize key portfolio performance data, deep subject matter expertise in structured finance, strong interpersonal and communication skills, and an organized approach to building out a new function
  • Interest in the FinTech industry and/or Banking, Finance, and Accounting
  • Bachelor’s or Master's/MBA degree in Finance, Economics, Accounting, or a related field
  • At least 15 years experience operating in a capital markets or structured financing role
  • Understanding of financial industry, regulatory landscape and debt capital market/ structured finance market
  • Strong analytical abilities and attention to detail
  • Seasoned leadership experience with ability to be a role model and team player
  • Excellent oral and written communication skills
  • Comfortable with G-suite and/or Microsoft Office (specifically Excel and Google Sheets) and working with large data sets
  • Mission driven, intellectually curious, goal oriented

What the job involves

  • As a Director on the Capital Markets team, you will be responsible for standing up a best in class Investor Relations/Development program for the company’s Capital Markets programs and for development of funding solutions across all programs, with a notable focus on new products
  • Reporting to the Head of Capital Markets, the role serves as a vital lynchpin in bringing funding from institutional investors into the hands of our customers
  • Working directly with the lines of business, you will gain and communicate a thorough understanding of our loan performance to various types of counterparty, including institutional investors, warehouse banks, and credit rating agencies with the ultimate goal of delivering the most cost efficient and liquid transaction structures to the organization
  • In this role, you will be challenged to develop a new capital markets vertical supporting the creation and execution of our capital markets strategy and investor development
  • Develop and maintain an overall investor relations strategy that prioritizes clear and effective communications with institutional investors and growth of our investor universe
  • Manage ongoing investor activities, including industry conferences, investor one-on-ones, and roadshows. Build lasting relationships with existing and prospective institutional investors
  • Be a close internal partner to the FP&A, Accounting, Treasury, Corporate Investor Relations, Legal and Line of Business teams
  • Build out Rating Agency engagement strategy and engage in programmatic and consistent performance updates
  • Network across all warehouse banks to ensure optimal usage of bank credit and warehouse structures
  • Work closely with all lines of business to synthesize loan performance data for both existing and new products, and work with both internal and external counterparties to create or adapt structures to deliver optimal funding solutions

Otta's take

Sam Franklin headshot

Sam Franklin

CEO of Otta

SoFi started by offering ways for students to secure better financial terms on their loans, and now offers a huge range of personal finance products, including bank accounts, loans, mortgages, investment advice, and investment opportunities. Many customers find they have to go to multiple financial service providers to meet all their finance needs, but SoFi overcomes this issue by putting it all in one place.

Its goal, to cover all the financial bases, sets them apart from many of the traditional banks and even some of their digital competitors, such as Avant, which has chosen to focus on providing credit alternatives. Although it is operating in a competitive market with a lot of big players such as Monzo, Revolut, and Starling, the company has managed to raise huge amounts of funding to support its rapid expansion.

SoFi has focussed on global expansion, moving outside the US, and has made a series of acquisitions to support this - including a Hong Kong-based investment app called 8 Securities. After going public on the New York Stock Exchange via a SPAC merger in June 2021, the company has continued to evolve and release more mission-oriented services into its roster, and strengthened its lending capabilities through a $350 million post-IPO loan. To date, the company has sold over $15 billion in personal loan collateral and continues to strengthen its offering.


Top investors

Few candidates hear
back within 2 weeks

7% employee growth in 12 months


Funding (last 2 of 9 rounds)

Jan 2021



May 2019



Total funding: $2.7bn

Company benefits

  • Comprehensive health, vision, dental, life insurance, and disability benefits
  • Generous vacation and holidays
  • Paid parental leave for eligible employees
  • 401(k) and education on retirement planning
  • Tuition reimbursement on approved programs, up to $5,250 per year
  • Monthly contribution up to $200 to help you pay off your student loans
  • Great health & well-being benefits including: telehealth parental support, subsidized gym program
  • Flexible time off
  • Fertility and family planning options
  • Free financial classes

Company values

  • Put our member's interests first – if we take care of our members' interests, it will best serve our interests.
  • Run after problems – we must build a culture of people who run after problems in order to ensure we execute with excellence and “things” do not fall through the cracks.
  • Embrace diversity, everyone should feel welcome, included and able to contribute – diversity is a differentiator and our team should reflect society. We should continue to encourage and celebrate diversity.
  • Get to the truth and make principle-based decisions – we can only make the best decisions if we have the right data, all of the perspectives, and if we align on the guiding principles.
  • Make your footprint bigger than your foot – selfless acts are critical to elevate beyond the impact of our collective individual efforts.
  • Do the right thing, if you're not sure, do the harder thing – our business is built on trust and integrity, which requires both adhering to the letter of the law and regulations and doing the right thing for the company and our members..
  • Set ambitious goals, be gritty, be accountable - we must hold ourselves and others accountable for delivering our business objectives, for our culture, and for our member.
  • Take care of other people and help them grow - our people are our greatest differentiator, if we take care of our people, they will take care of our members.
  • Iterate, learn, innovate - we are all responsible for innovation and we must embrace data-driven decisions.
  • Be SoFi missionaries - our products, our services, our brand, and our business must be durable over the long term to achieve our mission—be a missionary.
  • Don’t forget to smile - our ambition is contagious: it makes us smile to see people inside and outside of SoFi succeed.

Company HQ

The East Cut, San Francisco, CA


Graduated from the U.S. Military Academy after being a telecommunications officer and captain in the U.S. Army. Has worked as Head of Gobal Telecommunications, Media and Technology at Goldman Sachs, been the COO of Twitter, and also the CFO of the National Football League.

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