Backed by IVP.
About the role
The Manager, Invest Operations will manage a team of Investment Specialists with responsibility for the day-to-day operations of the team. Responsible for driving business and process changes to ensure SoFi Invest members have an exceptional experience. Found on 1752vc Careers, the job board for startup and VC roles.
What they're looking for
- Must have the following existing licensing combination: Series 7, 24 & 66 (or 63 & 65)
- Minimum Bachelor or equivalent experience
- 2+ years of management experience preferred
- 5+ years of general customer service experience
- 3+ years of experience in a Broker Dealer setting
- Call center or processing center management experience is preferred
More about this role
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.
The Manager, Invest Operations will manage a team of Investment Specialists with responsibility for the day-to-day operations of the team. Responsible for driving business and process changes to ensure SoFi Invest members have an exceptional experience.
- 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...
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