Senior Manager, Capital Markets

SoFi Technologies
Charlotte, San Francisco, New York
Workplace: OnsiteFull timeUSD 176,400 - 269,500 annuallyFunction: Solutions Engineering & Sales EngineeringExperience: 8+ yearsEducation: bachelorsSkills: ["Cross-functional alignment","Communication","Independent problem-solving","Organizational discipline","Attention to detail"]

Lead Capital Markets initiatives that bridge business lines and capital markets to drive new lending product development. Own investor education and due diligence support, develop materials, and manage the investor pipeline while negotiating term sheets. Model product economics, assess risk/cost/complexity trade-offs, define scalable reporting and infrastructure requirements, and oversee transition from design to execution through post-launch performance monitoring.

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FursaFursa
SoFi Technologies
SoFi Technologies
1 month ago

Senior Manager, Capital Markets

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Last checked: 2 hours agoStatus: Live

Job Summary

Lead Capital Markets initiatives that bridge business lines and capital markets to drive new lending product development. Own investor education and due diligence support, develop materials, and manage the investor pipeline while negotiating term sheets. Model product economics, assess risk/cost/complexity trade-offs, define scalable reporting and infrastructure requirements, and oversee transition from design to execution through post-launch performance monitoring.
Location: Charlotte, San Francisco, New York
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Sr. Manager level

Key Responsibilities

  • •Partner with business lines to support enhancements to existing products and launch new lending solutions.
  • •Coordinate internal and external teams to integrate new lending products and funding structures.
  • •Support investor education and due diligence by developing materials and coordinating discussions with partners and counterparties.
  • •Negotiate term sheets and maintain investor pipelines; gather and incorporate investor feedback into product design and enhancements.
  • •Model product economics, analyze funding efficiency, define scalable requirements for infrastructure and reporting, and oversee design-to-execution through post-launch monitoring.

Pay and Benefits

Salary: USD 176,400 - 269,500 annually

Key Requirements

  • •8+ years of relevant experience with a background in fintech, capital markets, or consumer lending products.
  • •BS/BA in business, finance, accounting, economics, or a similar quantitative field.
  • •Proven ability to own complex initiatives, drive cross-functional alignment, and manage timelines from concept to execution.
  • •Strong communication skills with a track record of building external relationships and educating investors.
  • •Proficiency in Google Suite and Excel to produce executive-level pitch materials and presentation decks.
Experience:8+ yearsFintechCapital marketsConsumer lending
Education:Bachelor's in business, finance, accounting, economics, or a similar quantitative field
Skills:Cross-functional alignmentCommunicationIndependent problem-solvingOrganizational disciplineAttention to detail
Languages:English
Tech Stack:Google SuiteExcel

Company Brief

SoFi Technologies
Provides digital financial services including lending, banking, investing, and credit products through a consumer-focused online platform. SoFi serves individuals looking to manage money, borrow, save, invest, and protect their finances in one place.
Industry: Neobanking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: San Francisco, United States
Founded: 2011
WebsiteLinkedIn