Financial Advisor in San Francisco

Employee Applicant Privacy Notice Who we are: 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 role We are looking for a Staff Backend Engineer to help build the next generation of SoFi's digital asset custody platform. This engineer will design and develop the core services that power secure custody, blockchain transaction processing, wallet infrastructure, and institutional digital asset products. This role sits at the center of crypto infrastructure, working closely with Security, Platform Engineering, Product, Treasury, and Operations to build highly available systems responsible for protecting customer assets. The ideal candidate enjoys solving distributed systems problems, designing resilient APIs, and building financial infrastructure where security and reliability are first-class requirements. What you’ll do: Design and build backend services supporting SoFi's digital asset custody platform Develop secure transaction orchestration services for deposits, withdrawals, transfers, staking, and treasury operations Build integrations with custody providers, blockchain infrastructure, and institutional settlement networks Design APIs supporting retail and institutional crypto products Develop services supporting wallet lifecycle management and blockchain interactions Improve platform resiliency through redundancy, disaster recovery, observability, and automated recovery mechanisms Optimize trans

Employee Applicant Privacy Notice Who we are: 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 team SoFi’s Credit team manages credit risk activities for our lending products (Student Loan Refinance, Private Student Loan, Personal Loan, Credit Card, and Mortgage) - including credit strategies/policies for new account origination and portfolio management, collections/recovery strategies and operations, and risk and operational data science and analytics. The team designs data-driven strategies to ensure the growth in lending is consistent with the company’s risk appetite and helps create the products and experiences that put our members’ interests first. The Senior Credit Manager will work in the Credit team and have responsibilities to analyze and evaluate data to develop and propose value-added credit risk strategies and models for SoFi’s lending products, including Personal Loan, Student Loan Refinance, Private Student Loan, and Credit Card. The initial focus of the role will be on Personal Loan but the candidate may get opportunities to work on other lending products in the future. The candidate will be responsible for independently developing and implementing Personal Loan underwriting strategies that meet our risk appetite, monitoring and analyzing the risk trends within the portfolio to provide insights and recommendations for strategy enhancement opportunities. She/he will be part of

Employee Applicant Privacy Notice Who we are: 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 Team The Borrow design team at SoFi is responsible for crafting seamless, intuitive experiences across all loan products, helping people to borrow money to achieve financial independence and realize their ambitions. Although borrowing money can often feel overwhelming and complex, our role as product designers at SoFi is to ensure that the overall experience minimizes friction. Our responsibility is to shape the future of loan products and personal finance by delivering designs for new features, products and improving current experiences to better serve our members as they make payments on their SoFi loans. The lending journey for our members consists of two key milestones: first, applying for a loan, and second, making timely payments after the loan is funded. This role specifically focuses on the first milestone, particularly in the Home Loan sector. The team is responsible for designing experiences that assist both new and existing SoFi members in learning about and applying for mortgages, refinancing their homes, and securing credit lines and home equity loans. You will collaborate across several product areas alongside product managers, engineers, and researchers to create and deliver cohesive experiences that transform the lending landscape for our members. The Role As a Staff Product Desig

Employee Applicant Privacy Notice Who we are: 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 role The Data Science team is seeking a Senior Manager who will help support growth in our SIPS businesses by improving SoFi’s ability to execute with data. This is an exciting role for someone to leverage their Analytical, Engineering, and Management skills to lead a team of Data Scientists with high visibility and impact. You will serve as a data leader, balancing urgent requests and delivering high quality projects to key stakeholders, through a clear and repeatable data informed approach. You will create a culture of strong technical ownership, deliver impact with prioritization, support the growth of individual contributors, and hold the team accountable with high standards. You are expected to work cross-functionally, including: engineering, product managers, lifecycle marketing, data science, design, operations, finance, risk, legal, compliance, and executive teams to set business objectives, define product strategy, prioritize features, and execute on them. What you’ll do: Manage a team of Data Scientists supporting SoFi’s Checking and Savings, Invest, Credit Card, Protect, and Lantern businesses Collaborate with senior leaders and other stakeholders to identify and prioritize Data Science initiatives Set high standards for quality and on-time delivery. Recruit, grow, and reta

Employee Applicant Privacy Notice Who we are: 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 Role: As a Technical Program Manager within the Enterprise Data Governance team, you will drive strategic execution across our core data governance processes. Your primary focus is to protect member privacy safeguarding personal information through secure handling, processing, and storage to ensure trust, enforce compliance, and mitigate data exposure risks. You will bridge the gap between corporate data governance policy and operational engineering, leading high-visibility technical programs that secure, classify, and institutionalize data controls across key data platforms. As a leader, you will partner with engineering, the CIO organization, Legal, Privacy Compliance, and broader stakeholders to shield enterprise data frameworks while accelerating feature delivery. What you’ll do: Own the end-to-end strategy, roadmap, and execution of complex, multi-platform data privacy and data protection initiatives, driving the Privacy Rights Management (PRM) program as a primary priority. Partner with engineering and platform teams to translate abstract data governance and privacy policies into actionable technical execution. Own the requirements lifecycle by authoring comprehensive PRDs, defining functional data controls, and ensuring engineering teams have the clear technical specifications needed

Employee Applicant Privacy Notice Who we are: 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 role: SoFi is seeking a highly motivated, strategic, and detail-oriented Direct Mail Project Manager who thrives in a fast-paced, data-driven environment. This role is responsible for driving the operational execution of SoFi's Direct Mail program by partnering closely with Marketing Data Science Marketing Data Science with precision and efficiency. This is not a traditional project management role. Success requires someone who understands campaign strategy, can independently translate business discussions into actionable execution plans, exercises sound judgment in a fast-moving environment, and proactively identifies opportunities to improve how we operate as the Direct Mail program continues to scale. The ideal candidate is equally comfortable managing cross-functional initiatives, optimizing operational processes, leveraging AI-enabled workflows, and maintaining exceptional attention to detail across every stage of campaign execution. What you’ll do: This role owns four core areas of responsibility: Project Management of Campaign Execution Own end-to-end project management for monthly Direct Mail campaigns, serving as the primary project manager for all campaign-related data operations and ensuring schedules, mail matrix, milestones, dependencies, and deliverables are executed on time. Partner

Employee Applicant Privacy Notice Who we are: 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. SoFi’s Credit team manages credit risk activities for our lending products (Student Loan Refinance, Private Student Loan, Personal Loan, Credit Card, and Mortgage) - including credit strategies/policies for new account origination and portfolio management, collections/recovery strategies and operations, and risk and operational data science and analytics. The team designs data-driven strategies to ensure the growth in lending is consistent with the company’s risk appetite and helps create the products and experiences that put our members’ interests first. The Credit Strategy Lead will work in the Credit team and have responsibilities to analyze and evaluate data to develop and propose value-added credit risk strategies and models for SoFi’s lending products, including Personal Loan, Student Loan Refinance, Private Student Loan, and Credit Card. The Credit Strategy Lead will collaborate with cross-functional teams such as Business Units, Capital Markets, Product and Engineering, and use business knowledge and quantitative and analytical skills to drive revenue, control risk, and provide value to the company and consumers. The ideal candidate will possess a data-driven analytics background and the strategic acumen to direct a function that draws strategic insights from data using database and statistical anal

Employee Applicant Privacy Notice Who we are: 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 Role: We are seeking a highly skilled and experienced Staff Software Engineer to join our Test Platform team. In this role, you will have the opportunity to directly impact the design and architecture of our Developer Platform and tooling that enables SoFi engineers to create and deliver high-quality solutions. You will collaborate and partner with a curious team of engineers to design and deliver solutions that raise the testing and reliability standards for our backend and web applications. This new team will be focused on building a green field project to enable autonomous testing for our AI driven SDLC, leveraging cutting edge technologies to deliver a highly resilient and thorough platform. If you are a seasoned Staff Software Engineer with a passion for building products that just work and enabling developers to build reliable services, and a strong background in distributed systems, we invite you to apply for this exciting and new opportunity. What You’ll Do: Provide technical leadership for initiatives in Testing and Reliability, with a focus on integrating AI-driven automation and autonomous testing practices. Collaborate with product engineering teams to understand requirements and design platform capabilities that are efficient, robust, and developer-friendly. Architect and implement solution

Employee Applicant Privacy Notice Who we are: 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 role: SoFi is seeking a highly motivated Staff Data Scientist to join the Marketing Data Science (MDS) team. The MDS team plays a crucial role in enabling data-driven decisions across SoFi's Marketing organization through robust analytics, modeling, experimentation, and measurement. This exciting new role will focus on supporting the development and execution of top-tier marketing strategies specifically within the Direct Mail (DM) channel. The DM channel is a key driver of revenue and new account acquisition for SoFi, encompassing all lending products—including Personal Loans, Home Loans, Student Loan Refinance, In-school Loans, and Credit Cards—as well as Checking & Savings, Small Medium Business Loans, and future products. This position is ideal for someone passionate about utilizing data for problem-solving in a fast-paced environment. It requires direct interface with marketing managers, channel owners, and third-party partners to collaboratively identify opportunities for improvement and enhanced efficiency. What you’ll do: Lead the end-to-end Direct Mail (DM) campaigns, including pre-screened (PS) and invitation-to-apply (ITA) across products. This encompasses identifying the underwriting, marketing and suppression rules, clearly defining the data source and logic, executing the c

Who we are About Stripe Stripe is a financial infrastructure platform for businesses. Millions of companies - from the world’s largest enterprises to the most ambitious startups - use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That means you have an unprecedented opportunity to put the global economy within everyone's reach while doing the most important work of your career. About the team Technical Account Managers work cross-functionally to support Stripe’s largest and most complex users. Through trusted relationships we offer customized, strategic consultations and proactively identify opportunity areas to help businesses deliver more value to their customers, optimize technical operations on their teams, and accelerate their global growth with Stripe. What you’ll do You will strategically support Stripe’s AI user segment consisting of complex and high-growth AI companies. You will develop deep relationships with your assigned accounts’ key stakeholders through frequent in-person meetings and technical account planning sessions. Responsibilities Provide a gold standard experience to your assigned accounts' key stakeholders Work with the wider Operations team to provide current state, resources, and knowledge to enable a gold standard experience across teams interacting directly with the user via support channels, external documentation, or product/feature feedback or development Foster long-term user relationships that grow loyalty to Stripe and Stripe products Work cross-functionally both internally and within your user's organizations to provide and implement operational solutions on subjects not limited to fraud/disputes, declines, product adoption, and global expansion Work closely with Account Management and other user-facing teams as part of a larger effort to support users on Stripe Lead user-facing meetings both

Who we are About Stripe Stripe is a financial infrastructure platform for businesses. Millions of companies - from the world’s largest enterprises to the most ambitious startups - use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That means you have an unprecedented opportunity to put the global economy within everyone's reach while doing the most important work of your career. About the team Metronome, now part of Stripe, is the leading usage-based billing platform built for modern software companies. With Metronome, companies can launch products faster, offer any pricing model, and streamline finance workflows without writing code. Our platform computes millions of invoices per billing period and is scaling rapidly to accommodate new customers, saving them hours of development time and manual invoicing and enabling them to use consumption data to better serve their customers. Our customers love our product and approach, and we’re humbled to work with amazing companies like OpenAI, NVIDIA, Confluent, and Anthropic. What you’ll do As a member of our technical support engineering team, you will be on the front lines providing world-class customer service. As part of our engineering organization, you will become an expert on our product and partner closely with Metronome's engineers, customer success, solutions architecture, and growth teams, as well as our customers' developers. Your primary responsibilities will include handling customer escalations through our ticketing system, using internal observability tools to diagnose and scope customer-facing issues, collaborating directly with customers via Slack and other channels, and developing internal tools and documentation to improve the support experience. Since we view every support escalation as an opportunity to learn, both as individuals and as a company, you will play a

Who we are About Stripe Stripe is a financial infrastructure platform for businesses. Millions of companies - from the world’s largest enterprises to the most ambitious startups - use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That means you have an unprecedented opportunity to put the global economy within everyone's reach while doing the most important work of your career. About the team The Strategic Pursuits team is a new group within Stripe’s Enterprise Platform Sales organization, built to win Stripe’s most complex and high-impact opportunities. This team focuses on multi-year, transformative sales cycles with the world’s largest software platforms and enterprises—companies that have the potential to fundamentally shift Stripe’s presence in new industries and markets. Strategic Pursuits is responsible for identifying, shaping, and closing Stripe’s most significant platform partnerships. These are long, intricate engagements requiring deep collaboration across executive, product, and engineering teams and the ability to influence strategic priorities on both sides of the table. The team’s work often extends well beyond payments, helping partners co-develop entirely new business models and revenue streams powered by Stripe’s financial infrastructure stack, including Connect, Billing, Payments, and Banking as a Service. What you’ll do As an Account Executive, Strategic Pursuits , you will lead the end-to-end pursuit of Stripe’s largest and most complex platform opportunities. You’ll act as both strategist and dealleader—identifying transformative prospects, crafting multi-year engagement plans, and orchestrating resources across Stripe to bring highly tailored solutions to market. This is a senior, cross-functional sales role that combines strategic vision

Who we are About Stripe Stripe is a financial infrastructure platform for businesses. Millions of companies—from the world’s largest enterprises to the most ambitious startups—use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That means you have an unprecedented opportunity to put the global economy within everyone’s reach while doing the most important work of your career. What you’ll do As an Account Executive, Existing Business, you’ll be managing existing relationships and identifying new opportunities to expand Stripe’s footprint within existing accounts. Specifically, we’re looking for someone who can execute on long-term sales strategies, engage with internal and external stakeholders, align on technical and business requirements with product teams, build value in competitive situations, lead commercial negotiations, and close deals. Responsibilities Work with existing Stripe customers to develop and execute long-term sales strategies to expand Stripe’s revenue Own the full sales cycle, from business case development, to deal structuring and negotiating, to close Develop account plans and cross sell into your list of strategic customers, driving growth through expansion and new revenue streams Drive deal strategy and commercial negotiations for large, complex renewals Develop relationships with executive stakeholders within your book of business, deeply understanding problems they are solving and helping drive to solutions Be responsible for account mapping and coordinating effective meetings with the appropriate external stakeholders expanding the customer relationship Lead and contribute to team projects to develop and refine our sales process and help shape the Stripe sales culture Who you are We’re looking for someone who meets the minimum requirements to be considered for the role. If you meet these requirem

About the Team The Finance & Strategy team accelerates the growth of our business by identifying and implementing new opportunities and solutions. We partner with teams across the company to improve the profitability, scalability and defensibility of our business model. We're looking for people who can use strategy to identify areas of opportunity, and collaborate to help carry projects from conception through execution. About the Role We are looking for a Finance Manager who will work with partners across DoorDash to ensure we are making the most efficient investment and capital allocation decisions while improving the experience for our merchants and other marketplace participants. You will help lead financial reporting, forecasting, and planning, and will guide financial insights and direction for all of our operational decisions and strategies. You’re excited about this opportunity because you will… Conduct weekly reporting of financial performance of DoorDash’s Merchant business, forecast key financial metrics based on quantitative analysis of historical data.Support quarterly financial planning, collaborate with cross functional business partners to identify growth areas and business priorities.Deep-dive into complex operational questions and collaborate cross-functionally outside Finance (Sales, Operations, Support) as well as within Finance (Accounting, Analytics, BI) to uncover the most optimal data-driven business decisions and investments.Identify key opportunities & risks to the business, quantify and evaluate the impacts, propose a solution and investment case, and ensure efficient execution. Leverage and apply knowledge of SQL, finance, analytics, and technology to manage financial reporting, forecasting, and quantitative analysis to assist DoorDash in making better business decisions. We’re excited about you because… 6+ years of experience overall, preferably from Strategic Finance, Corporate Finance, Investment Banking, or Consulti

We are building the Finance team to help make data-driven and financially sound decisions for Scale. The team is responsible for improving strategic, financial, and operational decisions by partnering with the leadership team in making critical decisions across Scale. The Corporate Finance team is responsible for owning the company’s budget, helping to drive monthly forecasts and annual planning processes, allocating and deploying the company’s resources efficiently, and performing financial analyses in partnership with all departments. As AI reshapes the competitive landscape, Corporate Finance sits at the center of decisions about where Scale invests, how quickly we scale, and which bets we make. You will have a unique opportunity to work closely with department heads on real-time, high-priority business issues and use quantitative insights to drive better decision making across Scale. The ideal candidate will not only have the technical skills to support their recommendations but also strong interpersonal skills to manage various stakeholders. What You’ll Do Provide analysis to support short and long-term decisions regarding workforce planning across the company. Own tools (such as the company's workforce planning system, TeamOhana) to automate and streamline reporting and headcount processes Partner cross-functionally with HR, Recruiting, Compensation, and Analytics teams to drive scalable analyses and insights. Define and maintain KPIs to measure impact on strategic initiatives and resource allocation. Manage the development, implementation, and administration of our financial forecasting system (Pigment) Partner with finance and accounting to drive process improvements (e.g. month-end close and reporting) Implement enhancements to forecasting tools, processes, and reporting deliverables that reduce manual work and improve data integration Support management, Board business, and financial planning, including presentations and key analysis requests Help execute