AI Financial Planning Analyst
SoFi(10 days ago)
About this role
The AI Financial Planning Analyst at SoFi is responsible for reviewing and improving the quality of the AI Coach chat feature, ensuring positive member experiences, and collaborating with various internal teams to enhance chatbot capabilities. The role combines financial services expertise with technological understanding to support member interactions and compliance.
Required Skills
- AI
- Chatbots
- Financial Analysis
- Data Analysis
- Communication
- Risk Management
- Problem Solving
- Technology
- Customer Service
- Financial Regulation
About SoFi
sofi.comWelcome is a digital design and engineering studio that builds websites, web apps, and branded online experiences for startups and enterprises. They combine user‑centered UX/UI design, front‑end and back‑end engineering, and performance and accessibility optimization to deliver polished, responsive products. Services include product strategy, visual design, development, and ongoing support or optimization. Clients pick Welcome for fast iteration, clean typography and layouts, and developer‑friendly, measurable outcomes.
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