Financial Consultant in United States

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 Design team works across most projects at Stripe—from our brand standards to campaigns, events, digital products, and even printed publications. And since Stripe’s main audience is other people who build products, we agonize over and take pride in crafting user-friendly and user-focused experiences. The Brand Design team lays the foundations that help Stripe accelerate. We do this by creating, evolving, and maintaining Stripe’s high-quality, versatile, and forward-looking visual identity design system. We sweat the details. We make it seem effortless. Our team—and our design efforts—are multipliers for Stripe and Stripes. Our focus on principles, systems, and standards makes it easier for all Stripes to get work done—at a high quality bar, while still creating space for evolution and innovation. Collaborating with other teams at Stripe, as well as select external partners, we raise the quality and consistency of interactions with the Stripe brand. Brand Designer leaders at Stripe demonstrate passion for great design and for expanding, evolving, defining, and documenting flexible design systems that achieve bar-raising quality and consistency for the brand at scale. They are user focused, have a strong understanding of the business, and are empathetic and inspiring team leaders. The ideal candidate excels across a variety of styles, crisply articulates design decisions, iterates quickly, and collaborates seamlessly with marketers, pro

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 Risk Operations Technology Enablement team sits within the Risk Operations org and is responsible for partnering across Risk teams to shape the technical infrastructure that enables us to scale our Risk operations and achieve our dual goals of preventing bad actors from exploiting Stripe’s systems and delivering an exceptional user experience for legitimate users. More specifically, our team partners with Risk product and engineering teams to identify, scope, prioritize, pilot, and roll out technical infrastructure and tooling improvements to protect Stripe and serve our users. From the application of AI to our reviews, to agent diagnostic and resolution tools, to review and support case routing, to our user-facing risk support surfaces, our team’s mandate is expansive and a major lever in both protecting Stripe and its users from risk as well as improving the user experience. What you’ll do You’ll lead and develop a high-performing team of Engineering Program Managers who deliver technical programs with step-change impact for Stripe. You’ll build strong partnerships and operating mechanisms with Risk Engineering and Product, co-develop the strategy for Risk’s technical infrastructure grounded in a deep understanding of the Risk technology stack, and own mission-critical technical processes (e.g., Risk Ops tooling-stack prioritization). Responsibilities Shape and drive alignment on Risk Operations’ technical strategy that enables us

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 Crypto AML & Sanctions Advisor will provide specialized financial crime compliance advisory support for SoFi’s digital asset and cryptocurrency products and services, reporting to the Crypto Compliance Officer. Your role will be to support the business in identifying and mitigating risks related to money laundering, terrorist financing, sanctions, and other illicit finance activity associated with digital assets, while helping ensure SoFi meets applicable regulatory requirements, expectations, and guidance. The role will support the development and maintenance of sound, risk-based AML and sanctions programs and controls across SoFi’s crypto ecosystem. What you’ll do: Act as a key Crypto AML & Sanctions advisor, providing subject matter expertise to the Crypto Compliance Officer, Compliance, Product, Engineering, Investigations, and business leaders on financial crime risks and controls. Provide AML and sanctions advisory across the crypto product lifecycle, including trading, custody, deposits and withdrawals, wallets, stablecoins, staking, and emerging digital asset products. Identify and assess blockchain-specific financial crime risks and advise on appropriate controls, including KYT, transaction and wallet screening, sanctions exposure, Travel Rule requirements, and escalatio

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 In this role, you will participate in the development, implementation and administration of the Compliance Management Program for the SoFi Invest product group. You will provide primary compliance coverage in support of the registered investment adviser, SoFi Wealth. The main objective of this role is to serve as a trusted adviser and partner to the business units responsible for driving the growth of the broader Invest product offerings (including SoFi Wealth), while mitigating regulatory risk to the SoFi enterprise. You will participate in various committees, audits and examinations, as well as test the processes and infrastructure for the investment adviser and broker dealer that facilitate Invest activities through the administration and maintenance of the Compliance Risk Assessment and Annual Reviews. You will advise the Compliance and Legal teams on emerging compliance issues, regulatory changes, and new rules, and consult and guide the company in the establishment of controls to mitigate risks. You will engage with business partners to offer appropriate knowledge, expertise and business acumen to meet the increasing demands of a rapidly changing regulatory environment. What you’ll do: Day-to-day responsibility for management and ongoing evolution of the firm's investment advisory compliance

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 an experienced insurance agent to help build the SoFi Protect business and deliver exceptional experiences for SoFi members. SoFi Protect is the in-house insurance agency helping SoFi members fulfill their protection needs across Life, Home, and Auto Insurance. If you like to SELL and ADVISE customers this role is for you. You will interact with members via email, chat, and phone to provide guidance and help them through coverage conversations. Since this is a newer part of the SoFi business, you will also be integral in building out the core processes and functions to shape and define how insurance is sold at SoFi. This opportunity is for go-getters who want to be in a business at an early stage, helping to shape the future and accelerate their careers in sales and operations. By running after problems, putting members first, and having a positive approach, you will thrive and deliver differentiated experiences for our members. What you’ll do: Engage potential and current members via phone, email, text, and chat to assist with their insurance needs Receive new leads and manage a pipeline of both SoFi members and direct-to-consumer leads Drive the entire lifecycle of the insurance sale from intake to quoting to fulfillment, navigating our panel of insurance providers. Assi

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 Senior Manager on the Capital Markets team, you will bridge the gap between business lines and Capital Markets to drive new product development. You will ensure the Capital Markets team is fully positioned to support both new lending products and existing product enhancements. By leading cross-functional initiatives, you will educate potential investors on our offerings, actively manage and develop the investor pipeline, and negotiate term sheets to deliver the scalable funding solutions that fuel our growth. What you’ll do: Partner with business lines to support enhancements to existing products and drive the launch of new lending solutions. Coordinate across internal and external teams to seamlessly integrate new lending products and funding structures. Support investor education and due diligence processes, developing materials and coordinating discussions with external partners and counterparties. Gather and incorporate investor feedback into product design and future enhancements. Negotiate term sheets and maintain investor pipelines. Model product economics, analyze funding efficiency, and assess trade-offs between risk, cost, and complexity. Define requirements to support new products, ensuring infrastructure and reporting are accurate and scalable. Partner cross-functionally to valida

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 Senior People Business Partner at SoFi, you will serve as a strategic advisor and advocate for both the business and our employees. In this pivotal role, you will partner with Financial Services and Borrow/Operations Engineering leadership to drive influence and solve complex organizational challenges with scalable, high-impact solutions. What you’ll do: Partner with leaders to advise and influence the creation of measurable, actionable strategic plans. Act as an objective resource and champion for the Engineering team and broader employee population. Manage complex employee relations with discretion, providing executive coaching and facilitating constructive feedback loops. Leverage deep HR expertise to lead initiatives in org design, compensation, performance management, D&I, and employee development. Drive data-informed decision-making using people analytics and organizational health metrics. Execute strong judgment and discretion to ensure positive, professional outcomes. Champion the company culture by embodying and promoting "The SoFi Way." Cultivate robust, collaborative relationships with key stakeholders across the organization. Collaborate with People Team Centers of Excellence (CoEs) to execute strategic initiatives and support business goals. What you’ll need: 6+ years as an H

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 licensed insurance professionals to act as the frontline champions of our insurance agency. In this role, you will serve as the go-to guide for our users as they navigate their insurance protection journeys. You will own the entire post-purchase experience - troubleshooting complex billing issues, processing endorsements, adjusting coverage on the fly, spotting upsell opportunities, and saving accounts at risk of churning. If you are a naturally empathetic problem-solver who loves insurance and wants to help users get the most value out of our all-in-one platform, we want to hear from you. What you’ll do: Engage potential and current members via phone, email, text, and chat to assist with their insurance needs Respond quickly to customer needs helping to resolve inquires quickly and efficiently Help collect post-bind documentation to ensure customer policies are handled properly Navigate 20+ carrier portals to adjust coverages with high accuracy Receive customer service inquiries from a variety of sources helping our agents focus on selling Monitor the book of business to identify retention opportunities Review renewals to ensure customers have the most up to date information Identify cross-sell opportunities and help close any coverage gaps. We are a small team looking fo

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 SoFi Investment Specialist, you will work with existing SoFi members and new customers to help them build and improve their financial futures using SoFi’s suite of investment services. SoFi offers Brokerage services, Robo Advisor services, and retirement accounts. What you’ll do: Support members over the phone, chat, and email Educate and assist members on margin, options and equities. Problem solve any operational or technical issues pertaining to SoFi Invest products Perform ongoing monitoring of member accounts with attention to detail and accuracy Work with SoFi’s custodial platform as needed to assist members in opening, funding, and transacting in their accounts Work with management and product teams to continuously improve operational processes and technical platforms to better serve our members Assess the member’s financial situation and goals through one-on-one inbound calls Educate members on the benefits and value of Brokerage and Robo accounts Work with members who would like to open an investment account to help them understand the offering, benefits, and account opening process Educate members on terms and processes associated with Brokerage and Robo accounts Discuss and explain investment performance and decisions with current wealth members Provide member’s operational su

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 highly motivated and experienced Finance Business Partner to join our growing Strategic Finance team. Strategic Finance shapes SoFi’s capital allocation strategy by assessing investment opportunities, framing key trade-offs, and prioritizing resources against the company’s most important growth objectives. As a key business partner, you will provide financial leadership and strategic insights to two of SoFi's most critical and rapidly growing business lines: SoFi Checking & Savings and SoFi Credit Card. SoFi is an AI-forward organization, and you will be expected to responsibly use our suite of AI tools to build and enhance financial models, accelerate analysis, automate workflows, and improve decision-making. What you’ll do: Own the financial strategy, multi-year plan, annual operating plan, and rolling forecasts for SoFi’s rapidly growing Checking & Savings and Credit Card businesses Serve as a strategic thought partner to Business Unit leaders, translating financial and operational data into insights and recommendations that shape growth strategy and business performance Build and analyze customer and product-level unit economics including LTV, CAC, payback periods, and risk-adjusted returns across cohorts, acquisition channels, products, and member segments D

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 Senior Payroll Tax Specialist SoFi is searching for a Senior Payroll Tax Specialist to manage and optimize our payroll tax operations. This role is a key member of the Payroll Team, responsible for validating tax calculations, ensuring filing compliance and serving as the subject matter expert on payroll tax regulations and best practices. The Specialist will exercise independent judgment in interpreting complex federal, state, and local tax laws, advising Finance and HR on tax implications and driving process improvements to ensure absolute accuracy in our tax liabilities and reporting. Responsibilities Validate all payroll tax calculations, filings, and payments to ensure full compliance with statutory regulations. Research and interpret complex payroll tax laws and updates, advising stakeholders on the implications of policy or program changes. Prepare comprehensive reports for Finance and leadership regarding tax liabilities, labor costs, and tax-related trends. Support and lead internal and external payroll tax audits, including detailed documentation and issue remediation. Develop and maintain robust payroll tax controls to support audit cycles and SOX compliance. Oversee the end-to-end US bi-weekly payroll processing as a backup to the Payroll Specialist as needed. Maintain expert knowledge

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 Senior Compensation Analyst, you will play a key role in shaping SoFi Technologies’ global compensation strategy and programs to attract, retain, and motivate top talent globally. This role will lead our global job architecture, compensation structures, market benchmarking, and broad-based compensation modeling. You will use expert knowledge, market data, trends, technology, and financial analysis to develop compensation frameworks that are competitive, scalable, and aligned with our compensation philosophy. You will be responsible for developing our annual cash and equity guidelines, modeling program budgets, and partnering with Finance on monthly stock-based compensation forecasting and analysis. You will also support the executive compensation function, working closely with the Executive Compensation Lead on Compensation Committee materials, executive compensation programs, and related disclosures. What you’ll do: Broad-Based Strategy & Execution Lead global compensation benchmarking, market pricing, and the development of compensation structures, including base salary ranges, target bonuses, and long-term incentive guidelines. Own and enhance SoFi’s global job architecture, including job families, career levels, job profiles, and related compensation frameworks. Lead job architecture

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: This role plays a key role in contributing, developing, and maturing an industry-best Credit Risk Management organization across SoFi Technologies, Inc. The incumbent will architect comprehensive risk management capabilities for a rapidly growing bank holding company – ensuring robust defensive and offensive capabilities – maturing foundational risk identification/risk mitigation, risk management frameworks, and risk culture. The contributor will play an essential role in fostering regulatory readiness and maturing a strong effective challenge second-line Credit Risk function. The Credit Risk Oversight (2LOD) Senior Risk Analyst role is critical to success across SoFi Technologies, Inc., SoFi Bank, NA, and operating subsidiaries. The incumbent will contribute to the second-line oversight of Credit Risk across all SoFi’s lending products - Unsecured, Secured and Commercial Lending. The analyst will conduct credit/behavioral/financial analytics or predictive modeling to assess risks and opportunities for the bank portfolios and translate results into recommendations. The 2LOD Senior Risk Analyst will leverage internal and external data sources and technology capabilities in support of the oversight function. Perform analysis to research credit

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: At SoFi, our mission is to help our members achieve financial independence. To do that, we start with our own team. We are looking for a Stock Plan Administrator who is ready to move beyond basic data entry and step into a role defined by oversight , global scaling , and strategic compliance . This isn't just about maintaining the status quo; it’s about driving the evolution of our equity ecosystem. You will be a primary driver of expanding our global ESPP, a key partner in operationalizing mobility compliance, and a guardian of our equity administration integrity. If you are a process-driven critical thinker who thrives on getting the data right while building the next big thing, you belong here. The Impact You’ll Make: Master the ESPP Universe: Take full ownership of our Employee Stock Purchase Plan, from enrollment and withdrawal to contribution reconciliations and global expansion.Operational Oversight: Act as the primary reviewer and approver for day-to-day operations, ensuring our Stock Plan Analyst’s work is flawless and compliant.Drive Innovation: Lead special projects that matter, including automation of manual flows, system integrations, and reducing SOPs for manual work.Global Mobility & Compliance: Operationalize SoFi’s employee mobility tax sourcing methodology, in partnership wit

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 Staff Credit Policy Analyst for Home Loans will lead the design, governance, and continuous evolution of SoFi’s credit policy framework across Conforming, Government (FHA/VA/USDA), Closed-End Seconds (CES), and Portfolio products. This leader will own the strategic direction and operational oversight of credit policy development, ensuring all underwriting criteria are risk-aligned, investor-compliant, and digitally executable. You will serve as a key partner to Risk, Capital Markets, Product, and Operations—driving clarity, consistency, and scalability across all credit decisioning processes. In this role, you will provide strategic oversight of policy research, system automation, and audit readiness while fostering innovation in digital underwriting and credit enablement. What You’ll Do Credit Policy Leadership & Strategy Lead the end-to-end lifecycle of SoFi’s home lending credit policies, ensuring they align with enterprise risk appetite, investor standards, and business objectives. Define and manage the credit policy governance framework, including approval processes, documentation standards, and version control practices. Partner with senior leadership to identify emerging credit risk trends and recommend proactive policy adjustments. Oversee the roadmap for credit automation and deci