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Associate 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 Associate AI Financial Planning Analyst plays a critical role in the continuous improvement of SoFi's AI Coach product, reviewing member interactions to evaluate quality and driving actionable solutions. This role requires a strong blend of financial services and technology experience, as well as developed communication and collaboration skills. The analyst will contribute to solutions libraries, identify opportunities for chatbot intelligence enhancements, and recognize potential risks or inaccuracies in chat outputs. The goal is to deliver positive member experiences and help members thrive in their financial journey.

Key ResponsibilitiesAI-extracted

  • 1
    Reviews member interactions with Coach chat daily to evaluate quality and report overall performance
  • 2
    Identifies opportunities for and implements chatbot intelligence enhancements
  • 3
    Recognizes potential risks or inaccuracies in chat outputs and escalates to internal partners
  • 4
    Contributes to solutions libraries that can be used across multiple lines of business
  • 5
    Determines keywords and phrases to enable software to recognize member intents

RequirementsAI-extracted

  • 3+ 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
  • FINRA Series 65 or equivalent, or ability to obtain within 90 days
  • Demonstrated strong analytical skills, adept at identifying patterns, and hypothesis-driven problem-solving
  • Exceptional written and oral communication skills related to communicating to cross-functional groups

Perks & BenefitsAI-extracted

Typically: health coverage
Typically: paid time off
Typically: retirement savings plan
Typically: opportunities for professional growth and development
Access to comprehensive and competitive benefits as listed on SoFi's Benefits page

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