Top Tech Jobs & Startup Jobs in NYC, NY

Supports retail mortgage loan originators by managing borrower and realtor communications, analyzing credit and financial documentation, structuring loans, maintaining pipelines, clearing underwriting conditions, and coordinating applications and appointments. Uses Encompass and Salesforce to track files, ensures data integrity and regulatory compliance, resolves documentation issues, and contributes to client retention and new business development.

Sell and advise customers on Life, Home, and Auto insurance through phone, email, text, and chat. Manage leads and sales pipelines, guide members from intake through quoting and fulfillment, identify cross-sell opportunities, and help build SoFi Protect’s operational processes. Collaborate cross-functionally to improve the business and deliver tailored coverage solutions.

Lead tax information reporting and withholding compliance across domestic and international frameworks, including FATCA, CRS, CARF, DAC7, and U.S. tax rules. Advise product teams on digital asset reporting, oversee tax documentation, withholding, remittance, and annual filings, and partner with technology and operations teams on automated workflows. Lead audits, risk remediation, policy updates, regulatory monitoring, and business requirements development for tax systems.

Own and grow employer and workplace partnerships through onboarding, activation, optimization, renewal, and expansion. Build success plans, engagement campaigns, business reviews, and data-driven recommendations while managing escalations, renewals, compliance, and cross-functional execution. Serve as a trusted advisor to HR, Benefits, Payroll, and executive stakeholders, using Salesforce and reporting tools to track performance, risks, opportunities, and next steps. Travel approximately 10–15% as needed.

Serve as a strategic finance partner for a subscription business by leading forecasting, monitoring KPIs, building cohort and unit economics models, evaluating investments, and providing actionable insights. Collaborate with business leaders, Marketing, Product, Risk, Operations, and Accounting on financial decisions, revenue recognition, process improvements, scalability, and automation. Present recommendations to decision-makers while supporting an inclusive, collaborative Finance culture.

Develops and validates machine learning and statistical models for anti-money laundering, transaction monitoring, customer screening, and risk rating. The role evaluates AML data quality, integrates vendor solutions, maintains governance and regulatory documentation, leads model lifecycle quality control, and reports performance through management dashboards. It also supports AML risk assessments, audits, regulatory examinations, and cross-functional stakeholder coordination.

Support Global Operations through forecasting, budgeting, monthly close, budget-versus-actuals analysis, KPI monitoring, financial guidance, and investment trade-off evaluation. Partner with Operations, FP&A, Data, Accounting, and business leaders to assess volumes, revenue, variable profit, staffing capacity, and expenses, while preparing performance materials and actionable insights for management decisions.

Leads and develops a data engineering team supporting People Analytics and AI-assisted workforce analytics. Designs scalable data models, pipelines, semantic layers, testing frameworks, and governance practices. Remains hands-on with production code, reviews, and technical problem-solving while partnering with People Analytics, business, legal, and compliance stakeholders. Establishes engineering standards across Python, SQL, dbt, Airflow, Snowflake, CI/CD, data quality, observability, privacy, and security.

Lead SoFi Plus member acquisition strategy, segmentation, channel growth, placement optimization, performance measurement, and launch execution. Size market opportunities, define value propositions, identify growth opportunities, build reporting frameworks, coordinate cross-functional dependencies, and provide executive updates. Partner with Product, Marketing, Data Science, Design, Engineering, Operations, Legal, and Compliance to launch initiatives and improve measurable business outcomes.

Lead Capital Markets product development by partnering with business lines, coordinating cross-functional launches, educating investors, negotiating term sheets, modeling product economics, and ensuring scalable infrastructure and reporting. Manage investor pipelines, validate readiness for regulatory and investor reporting, oversee execution and post-launch performance, and build repeatable frameworks to streamline future product development.