AVP of Client Success

The Tidal Financial Group is a leading ETF investment technology platform dedicated to creating, operating, and growing ETFs. We combine expertise and innovative partnership approaches to offer comprehensive, value-generating ETF solutions. Our platform offers best-in-class strategic guidance, product planning, trust and fund services, legal support, operations support, marketing and research, and sales and distribution services. About the role TheAssociate Vice President, Client Successplays a critical leadership role in driving exceptional client outcomes and advancingTidal’sreputation as a premier partner in the ETF ecosystem. This individual will own the onboarding and relationship management of high-value clients, serve as a trusted advisor to senior client stakeholders, and champion initiatives that enhance long-term client value.The AVPwill collaborate across internal teams toanticipateclient needs, deliver proactive solutions, and design scalable processes that strengthenTidal’sclient success function. What you'll do Client Onboarding and Strategic Launch Support Lead the onboarding of new clients, ensuring a seamless and professional experience from day one. Oversee the ETF launch process in collaboration with internal teams, ensuring alignment with clientobjectivesand timelines. Serve as a senior point of escalation during onboarding, resolving challenges with urgency and professionalism. Relationship Management and Strategic Engagement Act as the primary relationship manager for key clients, conducting regular executive-level check-ins and reviews. Build and sustain long-term, trusted relationships with senior client stakeholders. Anticipate client needs and proactively develop solutions that drive success. Providestrategic guidance on industry trends, marketdevelopments, and best practices. Client Advocacy and Value Enhancement Serve as the voice of the client internally, ensuring client perspectives influence decision-making and innovation. Partner with internal teams to design and implement process improvements that elevate client service delivery. Drive initiatives that enhance client satisfaction, retention, and long-term partnership value. Cross-Selling and Business Growth Identifyopportunities to expand client relationships through cross-selling ofTidal’sservices. Present compelling, value-driven solutions that align with clientobjectives. Collaborate with internal stakeholders on new product launches and strategic initiatives to grow client assets. Industry Expertise and Leadership Maintain deep knowledge of the ETF and asset management industries to deliver informed, strategic counsel to clients. Mentor junior team members, fostering a culture of excellence and client-first thinking within the Client Success team. Represent Tidal at industry events and client-facing forums as a senior ambassador of the brand. Qualifications Experience 7–10+ years of experience in client success, relationship management, or a similar client-facing leadership role in financial services, asset management, or ETFs. Demonstratedtrack recordof managing and growing complex institutional client relationships. Strong familiarity with ETFs, fund launches, and industry regulatory frameworks. Skills and Competencies Exceptional communication and interpersonal skills, with the ability to influence and build trust at senior levels. Strategic thinker with strong problem-solving abilities and a proactive, client-first mindset. Strong organizational and project management skills, with experience leading cross-functional initiatives. Analytical and data-driven approach to evaluating client feedback and performance outcomes. Leadership skills with the ability to mentor and guide team members. Education Bachelor’s degreein Finance, Business Administration, ora relatedfieldrequired. Advanced degree (MBA, JD) or relevant professional designations (CFA, CAIA, Series licenses) preferred. We are prioritizing candidates who are located within proximity to Chicago, IL; Milwaukee, WI; New York City, NY; and West Palm Beach, FL. The pay range for this role is: 100,000 - 130,000 USD per year (Remote (United States)) #J-18808-Ljbffr Tidal Financial Group