# Manager, Invest Operations

**Company**: SoFi
**Location**: Cottonwood Heights, UT
**Experience**: senior
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://job-boards.greenhouse.io/sofi/jobs/8031736003?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_8eb7b854-c11

## Description

Shape a brighter financial future with SoFi. 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 Manager, Invest Operations will manage a team of Investment Specialists with responsibility for the day-to-day operations of the team. You will drive business and process changes to ensure SoFi Invest members have an exceptional experience.

Responsibilities:

- Independently manage a team of investment specialists

- Hire, coach, and develop team members

- 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

- Define clear goals, objectives, responsibilities, and priorities for team members

- Identify and escalate issues, and propose recommended solutions regarding process improvements for systems and procedures

- Effectively manage time and resources within team, department, and cross-functionally

- Monitor day-to-day activities to ensure compliance with internal policy, legal, and pertinent regulations

- Establish, monitor, and maintain internal policies and procedures as well as business continuity plans

- Utilize experience and specialized knowledge to respond to and make decisions to resolve complex situations

- Supervise licensed individual contributors ranging from junior to senior levels

- Work cross-functionally to obtain buy-in and solve complex issues

Requirements:

- Series 7, 24 & 66 (or 63 & 65) licenses

- Minimum Bachelor's degree 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 preferred

- Experience hiring, training, motivating, monitoring, and coaching teams of customer service & processing employees

- Strong leadership and management skills

- 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

- Financial services-specific customer service experience preferred

- Understanding of Situational Leadership, high Emotional Intelligence

Compensation and Benefits: The base pay range for this role is not specified. SoFi provides equal employment opportunities and offers comprehensive and competitive benefits.

## Skills

### Required
- Series 7
- Series 24
- Series 66
- Series 63
- Series 65
- Bachelor's degree
- Management
- Customer Service
- Broker Dealer
- Leadership
- Communication

### Nice to have
- Call center management
- Processing center management
- Financial services customer service
- Situational Leadership
- Emotional Intelligence

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Source: [Apply at job-boards.greenhouse.io](https://job-boards.greenhouse.io/sofi/jobs/8031736003?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)