Teams at SoFi

Owns strategic partnership opportunities from identification through negotiation, launch, and ongoing management. Develops business cases, evaluates commercial and execution considerations, coordinates cross-functional workstreams, aligns stakeholders, tracks performance, and manages partner relationships. The role also establishes repeatable partnership processes, supports senior leadership recommendations, mentors junior team members, and represents the company externally.

Sell and advise customers on Life, Home, and Auto Insurance through phone, email, text, and chat. Manage leads and the full insurance sales lifecycle from intake and quoting through fulfillment, identify cross-sell opportunities, address coverage gaps, and help build SoFi Protect’s processes and operations.

Conducts independent AML and fraud investigations involving retail banking, brokerage, cryptocurrency, and virtual assets. Performs on-chain transaction tracing, evaluates sanctions and money-laundering risks, determines whether activity warrants Suspicious Activity Report filing, and documents case findings. Supports detection improvements, process enhancements, training, and ad hoc investigations while maintaining knowledge of BSA/AML, USA PATRIOT Act, OFAC, and virtual-asset regulations.