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AI Financial Planning Analyst

sofi· 38 open roles

Location TBD On-siteFull-time1 weeks ago
Salary
Undisclosed
Experience
Mid
Job Type
Full-time
Posted
1 weeks ago
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About This Role

The AI Financial Planning Analyst plays a critical role in the continuous improvement of SoFi's AI Coach product, delivering positive member experiences through reviewing member interactions and driving actionable solutions. This role requires a strong blend of financial services and technology experience, as well as well-developed communication and collaboration skills. The AI Financial Planning Analyst is responsible for evaluating the quality of financial planning guidance generated by SoFi's AI Coach chat tool and identifying opportunities for chatbot intelligence enhancements. The ideal candidate has a proactive, problem-solving mentality and superior analytical skills.

Key ResponsibilitiesAI-extracted

  • 1
    Reviews member interactions with Coach chat daily to evaluate quality and report overall performance
  • 2
    Drives actionable solutions for member care, compliance, quality, engineering, and operations efficiency groups
  • 3
    Identifies opportunities for and implements chatbot intelligence enhancements
  • 4
    Recognizes potential risks or inaccuracies in chat outputs and escalates to appropriate internal partners
  • 5
    Contributes to solutions libraries that can be used across multiple lines of business

RequirementsAI-extracted

  • 5+ years of client-facing experience within financial services, ideally in an advisory capacity
  • Familiarity with financial federal regulatory guidelines and comfort identifying potential risks in written communications
  • Certified Financial Planner or other financial designation
  • Bachelor's Degree in Business, Marketing, Communications, Statistics or other quantitative oriented fields or equivalent experience
  • Demonstrated strong analytical skills, adept at identifying patterns, and hypothesis-driven problem-solving

Perks & BenefitsAI-extracted

Typically: health coverage
Typically: paid time off
Typically: retirement savings plan
Typically: opportunities for professional growth and development
Typically: access to cutting-edge technology and tools

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