Responsibilities

As a Senior Manager within our Capital Markets Team, you will be the execution lead and central orchestrator for our most critical initiatives, guiding them from inception to successful completion. This is a high-visibility leadership role for a hands-on operator who excels at driving complex, cross-functional workstreams while ensuring strict alignment with the company’s broader finance and planning priorities.
The ideal candidate is a self-driven leader who pairs a big-picture perspective with the analytical rigor required to dive into details, ask the right questions, and maintain cross-functional cohesion. You will own the advancement of key Capital Markets initiatives, ensuring all timelines are met. Serving as a trusted partner to the Director of Transaction Development, you will strengthen engagement with business lines and help shape SoFi’s evolving funding platform. This role requires combining strong execution discipline with strategic judgment, moving seamlessly between driving daily progress, clearing roadblocks, and providing high-level team direction.
Execution Leadership: Provide end-to-end oversight of Capital Markets initiatives, ensuring disciplined delivery and clear accountability across workstreams. Actively push progress, enforce timelines, and hold stakeholders accountable for deliverables.
Cross-Functional Enablement: Act as the primary liaison between Capital Markets and other partner teams, removing roadblocks and ensuring New Product and Transaction Execution teams can operate efficiently without distraction from external dependencies.
Strategic Problem Solving: Identify execution risks and operational bottlenecks and design and implement practical mitigation strategies. Conduct analytics and deep-dive assessments as needed.
Stakeholder Orchestration: Drive alignment across senior stakeholders by establishing clear ownership, tracking milestones, and ensuring follow-through on commitments.
Executive Communication: Produce high-impact, concise updates and materials for senior leadership - providing transparency into progress, risks and key decisions.
Governance & Transparency: Maintain rigorous governance standards, including progress tracking, decision logs, and overall initiative health to ensure disciplined execution.
Funding & Transaction Strategy: Partner with Head of Capital Markets and senior team members to develop and advance innovative funding structures, transaction strategies, and scalable solutions that enhance SoFi’s competitive position.

Senior Manager, Capital Markets at Sofi · LumiJobs

Senior Manager, Capital Markets

Responsibilities

Qualification

Required

Company

Sofi

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