sofi / Principal Product Manager, Invest
id
role_bd12cQBnuVEstatus
active
fit score
72
reasoning
Principal PM for Invest at SoFi. Candidate has built financial education platforms (Fintellect), understands investment workflows and member engagement. Good fit for investment product strategy, though lacks direct brokerage/trading platform experience.
source
greenhouse
url
discovered
2026-05-19T16:45
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Job description
Employee Applicant Privacy Notice
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
We’re looking for a strategic, member-obsessed Principal Product Manager to lead the evolution of the investing experience at SoFi. SoFi’s mission is to help members get their money right, and this role is central to shaping how millions of members build wealth with confidence.
In this role, you will define and drive the long-term vision for how members discover, engage with, and grow their investments. You will operate across the full investing journey, identifying high-impact opportunities, setting multi-year strategy, and delivering differentiated product experiences that position SoFi as the best place to invest.
You will lead large, cross-functional initiatives that span multiple product areas and organizations. This includes aligning engineering, design, data, marketing, risk, legal, and executive stakeholders around a shared strategy, while driving execution against critical business outcomes such as AUM growth, engagement, and retention.
You will be responsible for shaping product strategy beyond your immediate domain, connecting the dots across teams, and influencing platform-level capabilities that unlock new growth opportunities. You will raise the bar on product quality and innovation, delivering experiences that are intuitive, scalable, and meaningfully differentiated from competitors.
What you’ll do
- Define and drive product strategy: Own the long-term vision and strategy for the investing experience, identifying opportunities that unlock growth, improve member outcomes, and drive business impact across SoFi.
- Lead complex, cross-org initiatives: Drive large, multi-quarter initiatives that span multiple teams and product areas, aligning stakeholders and securing buy-in across engineering, design, business, and executive leadership.
- Own end-to-end product outcomes: Deliver measurable impact across key metrics such as funded accounts, net deposits, engagement, retention, and AUM growth.
- Elevate product quality and differentiation: Set a high bar for user experience, ensuring products are intuitive, cohesive, and competitive in the market.
- Drive data-informed decision making: Partner with data and research teams to define measurement frameworks, analyze performance, and continuously iterate based on insights.
- Influence platform and system design: Partner with engineering to shape scalable, extensible systems that support long-term product evolution and cross-product capabilities.
- Mentor and raise the bar: Act as a thought leader within the product organization, mentoring other PMs and elevating product thinking across teams.
- Fluency with modern AI tools for product development: Ability to leverage tools like Cursor and Claude to accelerate product workflows, prototyping, and execution.
What you’ll need
- 8+ years of B2C product management experience, with a track record of owning large, complex product areas
- Demonstrated ability to define and execute product strategy that drives measurable business impact
- Strong product sense with the ability to identify high-leverage opportunities and make principled tradeoffs
- Experience leading cross-functional teams and influencing stakeholders across multiple organizations
- Deep understanding of experimentation, analytics, and data-driven decision making
- Ability to operate with high ownership and autonomy in ambiguous, fast-paced environments
- Strong communication skills with the ability to influence and align at all levels, including executive leadership
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 Rights
SoFi is committed to an inclusive culture. 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 accommodations@sofi.com.
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.
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