AI Financial Planning Analyst

Role Summary The AI Financial Planning Analyst helps thousands of members who interact with SoFi each day by improving our AI Coach product. The analyst reviews member interactions with Coach chat, evaluates quality, reports performance, and drives actionable solutions to enhance member care, compliance, quality, engineering, and operations. Strong analytical, data, and technology skills are essential. Responsibilities Serve as an internal subject‑matter expert on personal financial planning. Review, calibrate, and validate the quality of financial planning guidance generated by SoFi’s AI Coach chat tool. Identify opportunities for and implement chatbot intelligence enhancements. Recognize potential risks or inaccuracies in chat outputs and escalate to appropriate internal partners (Ops, Product, Compliance). Contribute to solutions libraries that can be used across multiple lines of business. Brainstorm value‑added features and applications to further leverage available technology. Qualifications 5+ years of client‑facing experience in financial services, ideally in an advisory capacity. Familiarity with financial federal regulatory guidelines and ability to identify potential risks in written communications. Certified Financial Planner or other financial designation. Bachelor’s Degree in Business, Marketing, Communications, Statistics, or another quantitative‑oriented field, or equivalent experience. Comfort or familiarity with LLMs, chatbots, JIRA, and various AI tools. Strong analytical skills, adept at identifying patterns and conducting hypothesis‑driven problem‑solving. Exceptional written and oral communication skills for cross‑functional collaboration. Positive attitude, empathy, and customer‑focused communication skills. Innovative mindset, aptitude for learning new technologies, and agility to adapt to changing priorities. Self‑starter who can act independently and proactively address problems. Proven collaborative achievements in past roles. Ability to work effectively with product development, engineers, and business teams. Compensation & Benefits The base pay range for this role is listed below. Final base pay will be determined based on experience, skills, and location. For a comprehensive benefits package, visit the Benefits at SoFi page. EEO Statement SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, gender identity, national origin, age, physical or medical disability, marital status, sexual orientation, 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 qualified applicants with arrest and conviction records. SoFi is committed to an inclusive culture and offers reasonable accommodations to candidates with disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email View email address on click.appcast.io. #J-18808-Ljbffr SoFi