Investing Quality Management Specialist, Cash App

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

As an Investing Quality Management Specialist, you’ll safeguard the accuracy, compliance, and consistency of customer interactions within the Investing program. You’ll evaluate cases and correspondence, oversee keyword and regulatory reviews, and provide data-driven feedback to improve quality and adherence to FINRA standards. Combining deep regulatory knowledge with AI-supported analysis, you’ll strengthen quality programs and ensure every interaction meets our compliance and service standards.

You Will

• Conduct detailed evaluations of customer interactions across Investing channels to ensure compliance with FINRA regulations and internal quality standards.
• Use available tools and data, including AI, to identify trends, strengths, and opportunities for improvement.
• Deliver clear, constructive feedback to specialists and provide leadership with insights drawn from evaluation results.
• Maintain and update the Investing QA Rubric to reflect regulatory changes, evolving performance goals, and best practices.
• Participate in calibration sessions to align evaluation criteria, scoring consistency, and overall quality standards.
• Perform regular audits and compliance checks to monitor adherence to FINRA and Block rules, addressing discrepancies promptly.
• Collaborate cross-functionally with operations, training, compliance, and product partners to align quality practices and support continuous improvement.
• Surface data-driven recommendations that inform strategic initiatives and enhance both customer and team member experience.

You Have

• Licensing: FINRA Series 7 and 63 (or equivalent).
• Active Series 7 and Series 63 (or equivalent FINRA registrations).
• At least 2 years of experience in quality management, assurance, or customer operations leadership.
• Proven ability to evaluate performance, identify root causes, and deliver clear, actionable insights.
• Strong analytical and organizational skills, with experience implementing scalable quality or compliance processes.
• Skilled in using QA tools, reporting systems, and data analysis software to evaluate and improve performance.
• Familiarity with leveraging AI-driven tools for quality monitoring, keyword detection, or trend analysis to enhance accuracy and efficiency.
• Excellent written and verbal communication, able to deliver constructive feedback and clear documentation.
• Comfortable working independently, managing multiple priorities, and meeting tight deadlines.
• Demonstrated attention to detail, integrity, and ownership in maintaining compliance and accuracy.
• Flexible and adaptable to evolving business needs and regulatory changes.

Preferred Qualifications

• Series 24 registration.
• Experience in investing quality assurance or FINRA-regulated environments.
• COPC or CAMS certification in quality management or compliance.
• Advanced proficiency with Excel or Google Sheets (formulas, data analysis, reporting automation).
• Bilingual: English / Spanish

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 an equal opportunity employer evaluating all employees and job applicants without regard to identity or any legally protected class. We will consider qualified applicants with arrest or conviction records for employment in accordance with state and local laws and "fair chance" ordinances.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 we’re doing to build a workplace that is fair and square? Check out ourI+D page.

While there is no specific deadline to apply for this role, U.S. roles are typically open for an average of 55 days before being filled by a successful candidate. Please refer to the date listed at the top of this job page for when this role was first posted.