Director, Brokerage Product Development Lead jobs in United States
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SoFi · 22 hours ago

Director, Brokerage Product Development Lead

SoFi is a next-generation financial services company and national bank that is transforming personal finance through innovative technology. The Director, Brokerage Product Development Lead will define and drive the vision and strategy for advanced trading and brokerage products, collaborating with cross-functional teams to enhance SoFi's brokerage platform.

CreditCredit CardsFinancial ServicesFinTechLendingWealth Management
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H1B Sponsor Likelynote

Responsibilities

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
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
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

Qualification

Brokerage systemsTrading workflowsRisk management modelsOptions trading experienceQuantitative skillsProduct strategyCommunicatorLicensing Series 7Licensing 57Licensing 99Cross-functional leadership

Required

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

Company

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 Company
Total Funding
$12.25B
Key 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

Leadership Team

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Anthony Noto
CEO
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Jeremy Rishel
Chief Technology Officer
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Company data provided by crunchbase