Who we are
- Shape a brighter financial future with us.
- Together with our members, we’re changing the way people think about and interact with personal finance.
The role
- We are seeking an experienced, strategic, and hands-on Director, Brokerage Business Product Development Lead to define and drive the vision, strategy, and delivery of advanced trading and brokerage products. This role will lead cross-functional teams to build and evolve SoFi’s core brokerage platform including order management systems, routing logic, options trading features, margin, portfolio management and risk capabilities.
- This leader will collaborate closely with engineering, trading, risk, compliance, operations, and business stakeholders to deliver outcomes that balance innovation, scalability, risk management, and customer experience.
Product Strategy & Leadership
- Develop and articulate a long-term product strategy and roadmap for trading and brokerage products aligned with business goals and market opportunities.
- Define success metrics and product outcomes (e.g. Trading routing logic, order execution quality, trading experience, Portfolio PnL performance and risk management) to guide prioritization and investment decisions.
- Work closely with Technology, Trading Operations, Risk and Compliance, Data Science, and UX teams through the entire product lifecycle — from discovery and business case development to launch and iteration.
- Develop and articulate a long-term product strategy and roadmap for trading and brokerage products aligned with business goals and market opportunities.
- Define success metrics and product outcomes (e.g. Trading routing logic, order execution quality, trading experience, Portfolio PnL performance and risk management) to guide prioritization and investment decisions.
- Work closely with Technology, Trading Operations, Risk and Compliance, Data Science, and UX teams through the entire product lifecycle — from discovery and business case development to launch and iteration.
Trading & Core Product Development
- Own product development for trading infrastructure and logic, including smart routing, execution quality metrics, order validation, workflow optimization, and market connectivity.
- Drive enhancements of Order Management Systems (OMS) and integrations with market data, execution venues, and internal systems.
- Shape options trading product strategy, including core functionality, strategy builders, additional levels, risk models, and portfolio analytics.
- Partner with engineering and QA to ensure robust, scalable and compliant delivery.
- Own product development for trading infrastructure and logic, including smart routing, execution quality metrics, order validation, workflow optimization, and market connectivity.
- Drive enhancements of Order Management Systems (OMS) and integrations with market data, execution venues, and internal systems.
- Shape options trading product strategy, including core functionality, strategy builders, additional levels, risk models, and portfolio analytics.
- Partner with engineering and QA to ensure robust, scalable and compliant delivery.
Risk, Margin & PnL
- Direct development of margin calculation frameworks, risk management models, and integration of real-time risk data into product workflows.
- Align product features with risk controls and regulatory requirements in partnership with Risk and Compliance.
- Oversee accurate PnL reporting (realized and unrealized) capabilities within brokerage and trading systems.
- Direct development of margin calculation frameworks, risk management models, and integration of real-time risk data into product workflows.
- Align product features with risk controls and regulatory requirements in partnership with Risk and Compliance.
- Oversee accurate PnL reporting (realized and unrealized) capabilities within brokerage and trading systems.
What you’ll need
- Bachelor's degree, preferably with a combination of Engineering and Finance
- 12+ years of experience in online brokerage, wealth management, online investing, or a closely related business
- Demonstrated experience in developing and launching best-in-class, online investment technologies, products and services.
- Deep technical understanding of brokerage systems.
- Proven ability to translate complex technical concepts into business requirements and strategic product outcomes.
- Deep understanding of trading workflows, routing logic, execution quality, market structures, and order management systems.
- Options trading product experience, including strategy builders, advanced trading levels, portfolio management and operational workflows.
- Strong quantitative and analytical skills/
- Ability to operate cross-functionally in a regulated financial environment, leading and influencing colleagues over whom you have no direct authority.
- Licensing helpful (e.g., Series 7, 57, 99) - current licenses are useful and this may become a requirement post-onboarding
- Excellent written and oral communicator
- Bachelor's degree, preferably with a combination of Engineering and Finance
- 12+ years of experience in online brokerage, wealth management, online investing, or a closely related business
- Demonstrated experience in developing and launching best-in-class, online investment technologies, products and services.
- Deep technical understanding of brokerage systems.
- Proven ability to translate complex technical concepts into business requirements and strategic product outcomes.
- Deep understanding of trading workflows, routing logic, execution quality, market structures, and order management systems.
- Options trading product experience, including strategy builders, advanced trading levels, portfolio management and operational workflows.
- Strong quantitative and analytical skills/
- Ability to operate cross-functionally in a regulated financial environment, leading and influencing colleagues over whom you have no direct authority.
- Licensing helpful (e.g., Series 7, 57, 99) - current licenses are useful and this may become a requirement post-onboarding
- Excellent written and oral communicator
