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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 position is responsible for the management of the development and design of all operational training & development and training programs across SoFi’s Operational Member Experience organization including Global Business Partners. In this role, you’ll manage a team of Instructional Designers and collaborate with teams serving multiple cross-product members, including Operations Leaders, Risk management teams, and Global Business Partners.
What you’ll do:
- Direct and mentor a team of Instructional Designers responsible for the creation, documentation, and management of all Operations learning content. This encompasses the development of instructional design curricula, learning resources, and training courses and modules tailored for operational alignment and agent job skill enhancement. Ensure training delivery methods include traditional classroom settings, virtual guided sessions, and self-paced, self-directed modules. Explore and implement innovative approaches, such as segmented learning, to maximize knowledge retention and application.
- Develop SoFi’s principles and systems using innovative instructional design to enable learning through a variety of channels. Training methodologies will include classroom instruction, online learning, hands-on labs, peer-to-peer coaching, focus groups, instruction to senior leadership, and train-the-trainer sessions, among other methodologies.
- Develop and strengthen SoFi’s culture of Continuous Learning. This includes pursuing development activities and opportunities to obtain additional expertise and strengthen core skills, building and improving job-related knowledge and leadership skills, and seeking feedback from others.
- Drive scale and Member Experience by effectively utilizing the learning management system (LMS) and related tools. This includes integrating the LMS with other relevant systems, and developing a robust plan to optimize and iterate upon the system to align with evolving business needs. Use the LMS to build curriculum and leverage other learning management tools as needed.
- Manage the LMS to ensure a smooth and effective learning experience for users. (e.g. system configuration, troubleshooting, user account management, and data integration with other platforms).
- Apply a data-focused approach to continually improving SoFi’s learning and delivery programs, strategies, and principles. Track and analyze the training programs effectiveness by examining learner's satisfaction levels, proficiency testing, and on the job performance improvement.
- Oversee all duties associated with developing and conducting training. This includes all pre-training prep work, administration of learning modules, schedules, and calendars, and maintaining participant records (e.g., test scores, evaluations, attendance, and completion records), among others areas.
- Communicate progress, plans, and problems to senior management on training and program impact, areas of opportunity, and needed investments.
- Maintain clear and concise training creation, maintenance and completion records to satisfy Internal Audit and Regulatory requests.
What you’ll need:
- Bachelor’s degree in management, training, education, psychology or other related field, Master’s preferred
- Minimum of five years of learning development, including a minimum of three years supervisory experience in corporate training design, and assessment
- Experience delivering training in both a classroom setting and virtually/remotely
- Excellent interpersonal and presentation skills coupled with exceptional written and verbal communication
- Minimum of five years experience and/or Completed coursework in instructional design including ADDIE methodology.
- Sound understanding of adult learning techniques, instructional design and delivery, blended learning methodologies and industry best practices
- Excellent performance and demonstrated operations/call center curriculum development
- Ability to provide feedback and demonstrate a variety of coaching methods
- Strong project management experience, including the management and delivery of multiple concurrent workstreams
- Ability to analyze and interpret data and leverage those insights into making critical decisions
- Ability to work with a flexible schedule in a fast paced, ever changing environment
- Ability to build strong relationships within all levels of an organization
- Ability to travel to domestic and international call
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.The Company hires the best qualified candidate for the job, without regard to protected characteristics.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 RightsSoFi is committed to embracing diversity. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email [email protected].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.
Top Skills
What We Do
For over a decade, SoFi has helped transform the Fintech industry by creating financial products and services that help people borrow, save, spend, invest, and protect their money better, so they can achieve financial independence and realize their ambitions. Whether it’s owning a home, saving for retirement, paying off their student loans, or helping our members invest - SoFi is there every step of the way. Want to learn more about how it works? Check it out here: https://www.sofi.com/how-it-works/
Our core values are at the center of how we help our millions of members get their money right. They are our guiding principles for how we think about serving our members, building our company, and most importantly, how we work together. At SoFi, it’s not just what we do - but how we do it.
SoFi is also proud to be the naming rights partner of SoFi Stadium, home of the Los Angeles Chargers and the Los Angeles Rams.
For more information, visit SoFi.com
Why Work 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 members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront.
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SoFi Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
For the majority of our workforce who work on a hybrid schedule, the in-office requirement is a handful of days per month!