Senior Manager, Capital Markets

SoFi; San Francisco (CA); On-site; USD 90,000 - 135,000; Full time

Job summary

SoFi is seeking a Project Manager for the Capital Markets team in San Francisco, responsible for driving high-visibility initiatives from conception to execution. Candidates should have 5-8 years of relevant experience, a strong grasp of project management tools, and the ability to synthesize complex data. The role requires excellent communication skills and a leadership presence. The base pay range is competitive and based on individual experience, with a comprehensive benefits package offered.

Qualifications

• 5-8 years of experience in project management or operations, preferably within Capital Markets, investment banking, or a high-growth fintech environment.
• Proven track record of successfully leading multi-stakeholder initiatives and managing large-scale projects from ideation to completion.
• Strong strategic thinking skills with the ability to connect complex concepts while maintaining attention to detail.

Responsibilities

• Support end-to-end planning and execution of large-scale Capital Markets projects.
• Provide comprehensive project management support to the Capital Markets team.
• Synthesize high-level strategic concepts and complex financial data into cohesive project frameworks.

Skills

Project management

Operations

Strategic thinking

Communication skills

Project management tools

Organization

Resilience under pressure

Education

Bachelor’s degree in Finance, Economics, Business Administration, or related field

PMP or similar project management certification

Tools

Asana

Jira

Monday.com

G-Suite

Microsoft Office

Job description

Role

As a Project Manager within our Capital Markets team, you will drive high‑visibility initiatives from conception to execution, coordinating cross‑functional stakeholders and ensuring alignment with broader business objectives.

Responsibilities

• Support end‑to‑end planning and execution of large‑scale Capital Markets projects, ensuring alignment with business objectives and organizational goals.
• Provide comprehensive project management support to the Capital Markets team, acting as a key coordinator for workflows, facilitating collaboration and proactively resolving bottlenecks across departments.
• Synthesize high‑level strategic concepts and complex financial data into cohesive project frameworks, action‑able roadmaps, and execution strategies.
• Maintain rigorous project documentation and governance standards, including detailed meeting minutes, project charters, decision logs, and status reports.
• Develop and manage comprehensive project timelines and schedules, holding stakeholders accountable to critical deliverables and milestones.
• Design high‑quality presentation decks and visual materials to communicate progress, educate stakeholders on new initiatives, and present findings to senior leadership.
• Drive departmental efficiency by identifying opportunities to optimize workflows and implementing standardized project management toolkits and best practices.
• Take full ownership of project outcomes, anticipating risks and developing robust mitigation plans to keep deadlines consistently met.

Qualifications

• 5‑8 years of experience in project management or operations, preferably within Capital Markets, investment banking, or a high‑growth fintech environment.
• Proven track record of successfully leading multi‑stakeholder initiatives and managing large‑scale projects from ideation to completion.
• Strong strategic thinking skills with the ability to "connect the dots" across multiple complex concepts while maintaining an extreme attention to detail.
• Exceptional verbal and written communication skills, with a demonstrated ability to distill technical information into clear, educational, and persuasive content.
• Advanced proficiency in project management tools (e.g., Asana, Jira, Monday.com) and G‑Suite/Microsoft Office, with expert‑level skills in building professional presentation materials.
• A self‑driven work ethic and a "no task too small" attitude, paired with the leadership presence required to drive accountability across diverse teams.
• Mastery of organization and scheduling, with a disciplined approach to managing calendars, documentation, and digital filing systems.
• Resilience and the ability to work effectively under pressure, managing tight timelines and shifting priorities without compromising on quality or accuracy.
• Bachelor’s degree in Finance, Economics, Business Administration, or a related field; PMP or similar project management certification is preferred.

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 [e-mail].

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.