Capital Markets Senior Manager, Loan Platform Business

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Who we are:

The role

We are seeking a dedicated professional within Capital Markets to lead the expansion and optimization of our Loan Platform Business and Private Credit transactions. This role will serve as the central connection point between institutional investors and internal partners across Finance, Operations, Product, and Legal. The successful candidate will drive investor engagement and education, coordinate loan sale execution, and align program economics with financial and strategic objectives. This position plays a key role in scaling the platform by deepening investor relationships, enhancing transaction efficiency, and supporting the continued growth of our capital markets initiatives.

What you’ll do:

• Cultivate high-level institutional partnerships  with investors across the Loan Platform Business and Private Credit programs.


• Lead investor education and diligence processes, including preparation of marketing materials, performance updates, transaction summaries, and structural considerations.


• Lead complex negotiations and finalize deal structures that align with SoFi’s long-term capital strategy.


• Serve as a key point of contact for investor communications and coordinate timely responses across internal teams.


• Partner with the Transaction Execution team to plan and manage quarterly loan sale schedules, ensuring alignment between investor demand and available loan supply.


• Collaborate with Finance and Accounting teams to forecast sales activity, track performance against plan, and analyze key revenue drivers.


• Evaluate transaction economics to inform pricing, volume, and investor participation strategies.


• Maintain visibility into product structures, pricing frameworks, and yield impacts across the Loan Platform Business and Private Credit programs.


• Support design and launch of new program structures through modeling, scenario analysis, and go-to-market planning.


• Design and implement scalable frameworks to improve platform-wide efficiency and investor support..


• Provide guidance, mentorship and professional development to team members within Capital Markets.

What you’ll need:

• 10+ years of relevant experience desired, predominantly in capital markets and structured finance


• BS/BA in business, finance, accounting, economics or similar technical field


• Excellent work ethic and willingness to contribute broadly to achieve team and company objectives   


• Strong verbal and written communication as well as technical and organizational skills - demonstrated experience presenting to internal and external stakeholders.


• Advanced capital markets modeling expertise, with a deep understanding of complex securitization structures.


• Strong business acumen with the ability to translate complex market trends into actionable strategies.


• Strong ability to read and interpret financial contracts and knowledge of core documents and industry standard/best practices in transactional terms


• High level of proficiency with Microsoft Office and Google suites (particularly in Excel, PowerPoint, Sheets)


• Previous experience with lending or consumer credit products a plus: mortgages, student loans, credit cards, personal loans, etc.


• Previous experience with asset-backed securitization data sets a plus:  Bloomberg, Intex, DV01, etc.