Project Manager, Capital Markets

Role

As a Project Manager within our Capital Markets team, you will drive high‑visibility initiatives from conception to execution, coordinating cross‑functional stakeholders and ensuring alignment with broader business objectives.

• Support end‑to‑end planning and execution of large‑scale Capital Markets projects, ensuring alignment with business objectives and organizational goals.
• Provide comprehensive project management support to the Capital Markets team, acting as a key coordinator for workflows, facilitating collaboration and proactively resolving bottlenecks across departments.
• Synthesize high‑level strategic concepts and complex financial data into cohesive project frameworks, action‑able roadmaps, and execution strategies.
• Maintain rigorous project documentation and governance standards, including detailed meeting minutes, project charters, decision logs, and status reports.
• Develop and manage comprehensive project timelines and schedules, holding stakeholders accountable to critical deliverables and milestones.
• Design high‑quality presentation decks and visual materials to communicate progress, educate stakeholders on new initiatives, and present findings to senior leadership.
• Drive departmental efficiency by identifying opportunities to optimize workflows and implementing standardized project management toolkits and best practices.
• Take full ownership of project outcomes, anticipating risks and developing robust mitigation plans to keep deadlines consistently met.

• 5‑8 years of experience in project management or operations, preferably within Capital Markets, investment banking, or a high‑growth fintech environment.
• Proven track record of successfully leading multi‑stakeholder initiatives and managing large‑scale projects from ideation to completion.
• Strong strategic thinking skills with the ability to "connect the dots" across multiple complex concepts while maintaining an extreme attention to detail.
• Exceptional verbal and written communication skills, with a demonstrated ability to distill technical information into clear, educational, and persuasive content.
• Advanced proficiency in project management tools (e.g., Asana, Jira, ) and G‑Suite/Microsoft Office, with expert‑level skills in building professional presentation materials.
• A self‑driven work ethic and a "no task too small" attitude, paired with the leadership presence required to drive accountability across diverse teams.
• Mastery of organization and scheduling, with a disciplined approach to managing calendars, documentation, and digital filing systems.
• Resilience and the ability to work effectively under pressure, managing tight timelines and shifting priorities without compromising on quality or accuracy.
• Bachelor’s degree in Finance, Economics, Business Administration, or a related field; PMP or similar project management certification is preferred.

The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location.

To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!

SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.

The Company hires the best qualified candidate for the job, without regard to protected characteristics.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

New York applicants:
Notice of Employee Rights.

SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email

Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.

If you are a current employee, do not apply here – please navigate to our Internal Job Board in Greenhouse to apply to our open roles.