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Project Manager in Capital Markets

SoFiNY-NewYork, SF-San Francisco
On-site Full-time

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Experience Level

Manager

Qualifications

Qualifications:Bachelor's Degree in Finance, Business Administration, or a related field. Proven experience in project management, preferably within the financial services sector. Strong analytical skills with the ability to synthesize complex information into actionable plans. Exceptional communication and interpersonal skills, with a knack for building relationships across teams. Detail-oriented with robust organizational skills and the ability to manage multiple projects simultaneously. Proficiency in project management tools and methodologies.

About the job

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About SoFi

SoFi is a national bank and financial technology company focused on helping millions of members reach their financial goals. The team builds mobile-first solutions and aims to transform personal finance. Core values shape every decision, and the company is committed to making a lasting difference in people's lives.

Role Overview: Project Manager, Capital Markets

The Capital Markets Project Manager leads crucial initiatives from start to finish. This role suits someone who thrives on managing complexity, works well with cross-functional teams, and brings clarity to challenging financial projects. The position is based in New York, NY or San Francisco, CA.

Expect to take full ownership of project lifecycles, from turning strategic ideas into actionable plans to ensuring projects finish on time and meet high standards. Strong documentation skills and clear communication are essential. The team values accountability and proactive leadership.

Key Responsibilities

  • Lead planning and execution for large Capital Markets projects, always keeping business goals in focus.
  • Serve as the main point of contact between Capital Markets and both internal teams and outside partners, smoothing collaboration and resolving issues quickly.
  • Translate strategic concepts and complex financial data into structured project plans, roadmaps, and execution strategies.
  • Maintain thorough project documentation and governance, including meeting minutes, project charters, decision logs, and status updates.
  • Develop and manage detailed project timelines, ensuring all stakeholders meet critical deadlines.

About SoFi

SoFi is a leading financial services company dedicated to helping individuals achieve their financial goals through innovative technology. We are committed to transforming the personal finance landscape and creating a positive impact in the lives of our members.

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