Block, Inc.
Investing Quality Management Specialist, Cash App St. Louis, MO, US
Block, Inc., Saint Louis, Missouri, United States, 63146
Investing Quality Management Specialist, Cash App
Remote St. Louis, MO, US
Posted Date: 11/13/25
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 grown from a single-purpose product into a dynamic ecosystem. Cash App develops unique financial products, including Afterpay/Clearpay, to provide a better way to send, spend, invest, borrow and save for our 50+ million monthly active customers. We aim to redefine the world’s relationship with money, making it more relatable, instantly available, and universally accessible. Cash App has thousands of employees worldwide across office and remote locations, and our culture is geared toward innovation, collaboration, and impact. We’ve been a distributed team since day one, and many roles can be done remotely from the countries where Cash App operates. Our focus is to ensure our employees are creative, productive, and happy.
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).
Equal Employment Opportunity Statement 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 are committed to an inclusive interview experience, including providing reasonable accommodations to disabled applicants throughout the recruitment process. If you need accommodations, please let your recruiter know, and we will treat these requests confidentially.
Use of AI in Our Hiring Process We may use automated AI tools to evaluate job applications for efficiency and consistency. These tools comply with local regulations, including bias audits, and we handle all personal data in accordance with state and local privacy laws.
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Remote St. Louis, MO, US
Posted Date: 11/13/25
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 grown from a single-purpose product into a dynamic ecosystem. Cash App develops unique financial products, including Afterpay/Clearpay, to provide a better way to send, spend, invest, borrow and save for our 50+ million monthly active customers. We aim to redefine the world’s relationship with money, making it more relatable, instantly available, and universally accessible. Cash App has thousands of employees worldwide across office and remote locations, and our culture is geared toward innovation, collaboration, and impact. We’ve been a distributed team since day one, and many roles can be done remotely from the countries where Cash App operates. Our focus is to ensure our employees are creative, productive, and happy.
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).
Equal Employment Opportunity Statement 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 are committed to an inclusive interview experience, including providing reasonable accommodations to disabled applicants throughout the recruitment process. If you need accommodations, please let your recruiter know, and we will treat these requests confidentially.
Use of AI in Our Hiring Process We may use automated AI tools to evaluate job applications for efficiency and consistency. These tools comply with local regulations, including bias audits, and we handle all personal data in accordance with state and local privacy laws.
#J-18808-Ljbffr