Brokerage Account Operations Specialist

It all started with an idea at Block in 2013. Initially built to take the pain out of peer-to-peer payments, Cash App has gone from a simple product with a single purpose to a dynamic ecosystem, developing unique financial products, including Afterpay/Clearpay, to provide a better way to send, spend, invest, borrow and save to our 50+ million monthly active customers. We want to redefine the world’s relationship with money to make it more relatable, instantly available, and universally accessible.
Today, Cash App has thousands of employees working globally across office and remote locations, with a culture geared toward innovation, collaboration and impact. We’ve been a distributed team since day one, and many of our roles can be done remotely from the countries where Cash App operates. No matter the location, we tailor our experience to ensure our employees are creative, productive, and happy.

The Role

Cash App Investing is looking for an experienced Senior Analyst to join our Account Operations Team. You will manage and optimize Cash App Investing's processes and procedures related to the customer account lifecycle, while executing complex operational workflows. Reporting to the Account Operations Team Lead, the Brokerage Account Operations Specialist will work with our internal teams and external partners to ensure management of customer onboarding, as well as various lifecycle events, while mentoring junior team members and driving process improvements. You will bring process management experience, strong analytical skills, and the ability to balance execution with strategic thinking.

This role can be hired remotely in any Zone B, C, or D market.

You Will

• Drive continuous improvement by maintaining and enhancing operating procedures to ensure compliance and efficiency.
• Design and implement new processes that support business growth, scalability, and evolving regulatory requirements.
• Oversee and improve daily brokerage operations, ensuring accuracy and record-keeping.
• Lead critical projects such as clearing firm and platform upgrades, collaborating with Engineering, Legal, Compliance, and Product teams.
• Champion process improvements using data insights, automation, and emerging technologies.
• Mentor team members on complex procedures, regulatory updates, and best practices.
• Review and approve work from junior staff to uphold accuracy, consistency, and compliance standards.
• Stay ahead of SEC/FINRA regulations, lead compliance reporting, and enforce Written Supervisory Procedures.
• Coordinate responses to regulatory inquiries and oversee compliance monitoring activities.
• Build strong partnerships across the business, present updates to senior leadership, and manage relationships with external partners.

You Have

• 4+ years of experience in brokerage operations back office functions
• FINRA Licenses: Series 7 & 63 required
• Experience with process improvement and automation projects
• Strong analytical skills with proficiency in SQL and data visualization tools (Looker/Tableau)
• Experience with project management methodologies
• Demonstrated mentoring or training experience

Even Better

• Experience with API integrations and automated workflows
• Experience with regulatory reporting and compliance monitoring tools
• Change management experience in a fast-paced environment
• Ability to analyze and interpret complex data sets
• Outstanding written and verbal communication skills
• Experience working with external partners and vendors

We're working to build a more inclusive economy where our customers have equal access to opportunity, and we strive to live by these same values in building our workplace. Block is a proud equal opportunity employer. We work hard to evaluate all employees and job applicants consistently, based solely on the core competencies required of the role at hand, and without regard to any legally protected class. We believe in being fair, and are committed to an inclusive interview experience, including providing reasonable accommodations to disabled applicants throughout the recruitment process. We encourage applicants to share any needed accommodations w