Brokerage Account Operations Team Lead

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 worlds 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. Weve 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 a strategic leader to join our team as the Account Operations Team Lead. This role is critical in shaping the direction of our brokerage account operations strategy and team while ensuring scalability compliance and collaboration across the organization. Reporting directly to the CEO of Cash App Investing the Account Operations Team Lead will manage a team of 5-6 brokerage operations specialists and work closely with internal teams external partners and regulators. The ideal candidate will bring a strong strategic mindset exceptional people management capabilities and the ability to execute complex initiatives in a fast-paced environment

You Will

• Set Strategic Direction: Develop and execute a clear vision for brokerage account operations prioritizing initiatives that align with company objectives
• Lead by Delegation: Empower and guide team members with effective prioritization and task delegation while maintaining visibility into day-to-day operations
• Own and Oversee Projects: Take ownership of critical high-impact projects while delegating others and ensuring the successful execution of initiatives across the team.
• People Management & Development: Mentor coach and manage a team of 56 brokerage operations specialists with varying levels of seniority
• Stakeholder Collaboration: Represent Cash App Investing in discussions with regulators senior leadership and external partners
• Regulatory Engagement: Lead operational preparations for regulatory examinations and audits ensuring compliance and high procedural standards
• Operational Optimization: Drive process improvements workflow automation and scalable solutions leveraging emerging technologies to enhance operational efficiency
• Cross-Functional Leadership: Collaborate with compliance engineering product and legal teams to develop and refine operational processes that are scalable and complianta

You Have

• Licenses: FINRA Series 7 63 and 24 required
• 7 years of experience in brokerage operations with deep knowledge of account operations within a brokerage firm
• 5 Years of Leadership experience with a proven track record of managing teams and mentoring employees
• Key Skills:
  • Experience managing customer onboarding and customer identification programs
  • Experience managing events through a customer lifecycle such as customer profile updates tax documentation and reporting customer account statement delivery account transfers account restrictions escheatment and estate processing
  • Experience managing customer regulatory reporting through the Customer Account Information System
  • Experience managing identity theft and fraud processes
  • Regulatory expertise including experience with regulatory examinations and audits
  • Scalability-focused process design and workflow optimization
  • Strong project and program management skills
  • Ability to collaborate across departments and drive cross-functional initiatives
  • Technical Expertise: While not a requirement experience with API integrations SQL and data analytics is highly favored.

Were 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 an equal opportunity employer evaluating all employees and job applicants without regard to identity or any legally protected class. We also consider qualified applicants with criminal histories for employment on our team and always assess candidates on an individualized basis.

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 with their recruiter who will treat these requests as confidentially as possible. Want to learn more about what were doing to build a workplace that is fair and square Check out our ID page.

Block will consider qualified applicants with arrest or conviction records for employment in accordance with state and local laws and fair chance ordinances.