经纪业务分析师
Brokerage Operations Analyst
[**员工申请者隐私通知**](https://www.sofi.com/sofi-employee-applicant-privacy-notice/)
**我们是谁：**
与我们一同塑造更光明的财务未来。
与我们的会员一起，我们正在改变人们思考和与个人财务互动的方式。
我们是一家新一代金融服务公司和国家银行，利用创新的、以移动优先的技术，帮助数百万会员实现他们的目标。行业正在经历前所未有的变革，而我们正处于前沿。我们自豪地每天来到工作岗位，因为我们知道我们的工作对人们的生活有直接的影响，我们的核心价值观始终指引着我们每一步。**加入我们，投资你自己、你的职业和金融世界。**
### **职位：**
SoFi 分段 Composer 项目经理在运营、扩展和演变 Composer 业务中发挥关键作用。该职位将负责涵盖交易和经纪操作、流程设计、会员服务、风险与控制以及战略举措的关键工作流。
该职位将与产品、工程、运营和合规团队紧密合作，将业务需求转化为可扩展的运营解决方案。理想的候选人结合了强大的经纪专业知识与结构化的问题解决能力、良好的判断力，以及能够独立从问题识别到实施推动复杂项目的的能力。
### **你将负责：**
- 负责并支持关键的 Composer 业务运营，包括交易、经纪服务、账户操作和复杂的操作升级。
- 在 Composer 的运营模式方面担任主题专家，包括关键的经纪工作流程、系统、依赖关系和控制。
- 设计并持续改进关键 Composer 体验的端到端会员旅程，识别摩擦点并确保可扩展的服务解决方案。
- 作为复杂或高影响会员问题的升级点，推动解决并将其经验转化为更广泛的流程改进。
- 与业务各方合作，识别运营痛点，定义业务需求，并实施技术驱动的解决方案和自动化。
- 支持交易运营及相关流程，包括交易生命周期管理、异常处理、对账、公司行为、保证金和风险事件。
- 分析运营数据和趋势，以识别新兴问题、控制缺口、容量限制和机会
查看英文原文
[**Employee Applicant Privacy Notice**](https://www.sofi.com/sofi-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:**
The Composer by SoFi Segment Manager plays a key role in operating, scaling, and evolving the Composer business. This individual will own critical workstreams spanning trading and brokerage operations, process design, member servicing, risk and controls, and strategic initiatives.
The role will partner closely with Product, Engineering, Operations, and Compliance to translate business needs into scalable operating solutions. The ideal candidate combines strong brokerage expertise with structured problem-solving, sound judgment, and the ability to independently drive complex initiatives from problem identification through implementation.
### **What you'll do:**
- Own and support critical Composer business operations, including trading, brokerage servicing, account operations, and complex operational escalations.
- Serve as a subject matter expert across Composer's operating model, including key brokerage workflows, systems, dependencies, and controls.
- Design and continuously improve end-to-end member journeys across key Composer experiences, identifying friction points and ensuring scalable servicing solutions.
- Serve as an escalation point for complex or high-impact member issues, driving resolution and translating learnings into broader process improvements.
- Partner across the business to identify operational pain points, define business requirements, and implement technology-enabled solutions and automation.
- Support trading operations and related workflows, including trade lifecycle management, exception handling, reconciliations, corporate actions, margin and risk events.
- Analyze operational data and trends to identify emerging issues, control gaps, capacity constraints, and opportunities for improvement.
- Lead cross-functional initiatives from discovery through implementation, coordinating stakeholders and driving execution.
- Partner with business leadership to operationalize new products, features, and strategic initiatives, including process design, controls, readiness, and post-launch monitoring.
- Develop and maintain policies, procedures, controls, and business continuity plans for critical Composer activities.
- Ensure operational processes align with regulatory requirements, internal policies, and risk-management standards.
- Serve as an escalation point for complex brokerage, trading, and servicing issues, identifying both immediate resolutions and broader process improvements.
- Proactively identify business risks and opportunities and provide clear, actionable recommendations to leadership.
### **What you'll need:**
- 5+ years of experience in brokerage, fintech, financial services, business operations, trading operations, or a related regulated environment.
- Strong understanding of brokerage operations and the trade lifecycle, including trading, clearing, settlement, and account servicing.
- Demonstrated ability to independently own complex projects and operational workstreams from problem identification through implementation.
- Strong process-design, analytical, and problem-solving skills with experience developing scalable workflows and controls.
- Ability to translate business and operational needs into clear requirements for Product and Engineering partners.
- Demonstrated ability to influence and execute across Product, Engineering, Operations, Compliance, and other cross-functional teams.
- Strong judgment and ability to navigate complex or ambiguous situations in a regulated environment.
- Excellent written and verbal communication skills, including the ability to synthesize complex issues for senior stakeholders.
- FINRA Series 7, Series 24, AND Series 63 or 66 required.
**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](https://sofietyinfo.sofi.com/sofi-benefits)** 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](https://dol.ny.gov/system/files/documents/2022/02/ls740_1.pdf)
##### 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.](mailto:accommodations@sofi.com)
##### We are unable to accommodate remote work from Hawaii, Alaska or Puerto Rico 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.