The role

The Associate AI Financial Planning Analyst position is a unique opportunity to assist thousands of members that interact with SoFi each day. We are looking for an individual with a strong blend of financial services and technology experience. Well developed communication and collaboration skills will be critical to the success of this role, as well as an aptitude for data, language, and technology. 

The Associate AI Financial Planning Analyst plays a critical role in the continuous improvement of our AI Coach product and shares a commitment to delivering positive member experiences. The Associate AI Financial Planning Analyst reviews member interactions with Coach chat daily to evaluate quality and report overall performance. The candidate must consistently drive actionable solutions for customer care, compliance, quality, engineering, and operations efficiency groups. This role requires a demonstrated passion for helping ou...