Square Brokerage Operations Business Associate, Cash App in Portland, Oregon
We've recently introduced Cash App Investing and now you can instantly buy stock in your favorite companies with as little as $1 using our free fractional trading feature! We're looking for a world class leader to be the face of our broker-dealer subsidiary, Cash App Investing LLC. The ideal candidate for this role is someone who has deep experience with program management and strategic initiatives within the broker-dealer /fintech industry.
Serve as the key relationship lead with our carrying broker-dealer, digesting daily updates from the team and sharing those updates with the rest of the Cash App Investing organization across operations, legal, compliance, and product
Own strategic projects and performing analyses to drive major decisions for the broker-dealer from start to implementation
Partner with cross-functional teams to improve systems that drive operational efficiencies and improve on execution
Program manage across carrying, clearing, and other external partners to drive operational improvement projects that will increase business efficiency and reduce risk
Develop a tracking process for greater visibility into broker-dealer relationships and status of major initiatives for the rest of the organization and cross functional teams
Manage monthly and quarterly due-diligence initiatives and testing of operational plans and systems (e.g. lead Business Continuity Plan testing across partnerships)
Act as the subject matter expert on ongoing projects for the Firm and report on the status of these projects on a weekly basis or as requested by cross-functional peers.
Consistently meet deadlines and goals for key business decisions and major projects with minimal supervision
Support our front-office, middle-office, and back-office team with recurring updates on strategic initiatives and the operational impact as a result of those key projects.
5-7+ years of experience in business strategy, consulting and financial services; experience at a carrying or clearing broker-dealer is a plus
Experience with Looker / Tableau or other data analytics tools. Bonus: Experience leveraging SQL or Python in analyzing trading behaviors / activities
FINRA Licenses: Series 7 or 99 required. Bonus: Series 24 and/or series 57.
Consulting, Business Strategy, Program Management experience
SEC/FINRA regulatory knowledge and reporting requirements.
Well experienced in working closely with brokerage and support of firm operations
Someone who learns quickly and thinks strategically
Someone who thrives in a highly collaborative and fast-paced environment.
Effective verbal and written communication skills.
A passion for our mission of economic empowerment through serving the underserved
Cash App treats all employees and job applicants equally. Every decision is based on merit, qualifications, and talent. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
We will consider for employment qualified applicants with criminal histories in a manner consistent with each office’s corresponding local guidelines.