Investing in visionary founders, transformational technology and emergent ecosystems for a new world.

Innovation Endeavors
Innovation Endeavors

Director, Business Lead Relay



San Francisco, CA, USA · Salt Lake City, UT, USA · Seattle, WA, USA
Posted on Wednesday, December 14, 2022

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 fintech company 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 looking for someone data-driven and self-motivated who believes in our mission of helping people achieve their financial ambitions to join our Relay Business, a key pillar in SoFi’s Member Group Business Unit focused on delivering on our promise to help our 6M+ members achieve financial independence. In this role you will lead the strategic planning, day-to-day operations and execution across the Relay Team, which is a top driver of growth and engagement for SoFi and a key contributor to SoFi’s strategy to be our member’s One-Stop-Shop. The Relay product includes Personal Financial Management tools, credit score monitoring, spend tracking & budgeting, and more. At SoFi, Business Unit Leaders (BULs) and Business Leads (BLs) are the business leaders accountable for the ultimate performance of the business - our version of GMs.

What you’ll do:

  • Manage the monthly, quarterly and annual deliverables across Relay’s key business objectives (OKRs): growth, engagement and monetization
  • Continuously monitor and iterate on the prioritization of Marketing, Product, Data Science and other functional teams to deliver against OKRs and Critical x-organization initiatives
  • Work with the full cross-functional team (marketing, product, design, engineering, finance, data science, compliance, risk, and operations) for your lines of business & initiatives, to help them execute on the strategic vision
  • Keep a pulse on industry trends and competitor actions to ensure SoFi is winning on the market
  • Participate in business development and third-party partnership activities as needed with key stakeholders
  • Own critical company side (x-functional & x-business) initiatives from 0 to 1: including activities such as business case development, resource allocation, strategic planning & alignment, delivery & execution, measurement & performance
  • Manage financial and non-financial reporting and deliverables engaging with key stakeholders across all functions. Communicate key insights from reporting to the Relay team, Member team, SoFi Executive team, SoFi Board of Directors
  • Develop and provide regular reporting on business performance/analytics and ensure timely communication to the Executive Team and the Board

What you’ll need:

  • 3-5 years in General Management and/or top-tier strategy experience, ideally in fintech or financial services
  • 10+ years of experience overall across strategic and general management roles
  • Demonstrated track record of delivering business growth and hitting OKRs
  • Strong focus on customer experience and insights
  • Excellent written and oral communicator

What it takes to succeed:

  • You’re a full stack “operator”: ability to both create and execute the business strategy; with clear objectives, but limited, ambiguous, or varied direction
  • Ability to influence and execute cross-functionally: leading and influencing colleagues over whom you have no direct authority, ultimately leading to timely tactical decision making to advance objectives for our business & members
  • A data-driven story teller: You know how to use data to lead you to the answer, with a keen ability to distill complex information clearly, in a way that brings people along.
  • You have a bias towards action: You recognize the bigger picture but do not let that stop you from making progress, identifying quick wins and being scrappy
  • You can juggle multiple priorities, and wear many hats: You are comfortable switching contexts and know how to self-prioritize to focus your limited time on the most impactful work
  • Member-first: You think in terms of end-to-end member experiences and are able to connect the dots between when something is good for our members it will be good for our business.

Nice to have:

  • MBA preferred
  • Experience leading and building consumer finance businesses
  • Experience in consulting, investment banking, growth-stage start up or in a similarly demanding role
Compensation and Benefits
The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location.
To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!
SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
New York applicants: Notice of Employee Rights
Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
Internal Employees
If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.