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.