SoFi · 1 day ago
AI Evaluations Program Manager
SoFi is a next-generation financial services company and national bank that is changing the way people interact with personal finance. The AI Evaluations Program Manager will own the evaluation process for AI chat outputs in a financial services context, ensuring accuracy, compliance, and helpfulness for members. This role involves managing workflows, integrating feedback, and partnering with various teams to drive continuous improvement.
CreditCredit CardsFinancial ServicesFinTechLendingWealth Management
Responsibilities
Own the AI Evaluation Program on SoFi’s AI powered financial coach, designing processes related to daily workflows, schedules for grading and reporting
Work alongside our technology team to integrate feedback and test improvements of AI guardrails and overall knowledge base
Establish and lead the continuous improvement loop to ensure all stakeholders are informed of performance, improvements, trends, issues and other metrics
Partner with Product, Legal & Compliance to maintain the AI knowledge base as well as any data retention and documentation processes
Qualification
Required
8+ years of professional experience working in program management, operations, quality, risk, or evaluation roles within a financial services organization
Familiarity with AI/LLM technologies and their application in providing personalized guidance
Experience building and managing structured processes in complex or regulated environments
Excellent analytical skills and comfort working with both qualitative and quantitative data
Strong Stakeholder Management skills, with the ability to drive alignment across technical, financial, and regulatory partners
Familiarity with financial products such as investments, retirement accounts, loans and banking
Preferred
Credentials: CFP® or other professional financial designation
Licenses: FINRA Series 65 or interest in obtaining
Prior experience in financial technology (fintech), Financial Advisory or Wealth Management
Experience directly working with technical teams
Company
SoFi
SoFi is a finance company that offers a range of lending and wealth management services.
H1B Sponsorship
SoFi has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (213)
2024 (117)
2023 (131)
2022 (118)
2021 (81)
2020 (42)
Funding
Current Stage
Public CompanyTotal Funding
$12.25BKey Investors
Fortress Investment GroupPGIMQatar Investment Authority
2025-12-04Post Ipo Equity· $1.5B
2025-07-29Post Ipo Equity· $1.5B
2025-04-17Post Ipo Debt· $3.2B
Recent News
Business Wire
2026-01-07
2026-01-06
dcm.com
2025-12-31
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