Tidal Financial Group · 4 months ago
AVP of Client Success Management
United States
Full-time
Remote
Mid, Senior Level
7+ years expTidal Financial Group is a leading ETF investment technology platform dedicated to creating, operating, and growing ETFs. The AVP of Client Success Management plays a critical leadership role in driving exceptional client outcomes and managing high-value client relationships while collaborating across internal teams to enhance client success.
Asset ManagementBusiness DevelopmentConsultingFinancial ServicesFinTechMarketing
Responsibilities
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 client objectives and timelines
Serve as a senior point of escalation during onboarding, resolving challenges with urgency and professionalism
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
Provide strategic guidance on industry trends, market developments, and best practices
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
Identify opportunities to expand client relationships through cross-selling of Tidal’s services
Present compelling, value-driven solutions that align with client objectives
Collaborate with internal stakeholders on new product launches and strategic initiatives to grow client assets
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
Qualification
Required
Bachelor's degree in Finance, Business Administration, or a related field required
7–10+ years of experience in client success, relationship management, or a similar client-facing leadership role in financial services, asset management, or ETFs
Demonstrated track record of managing and growing complex institutional client relationships
Strong familiarity with ETFs, fund launches, and industry regulatory frameworks
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
Preferred
Advanced degree (MBA, JD) or relevant professional designations (CFA, CAIA, Series licenses)
Company
Tidal Financial Group
Tidal Financial Group (Tidal) is a leading ETF investment and technology platform facilitating the creation, operation and growth of ETFs.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$32MKey Investors
Insignia Capital GroupFTV Capital
2025-09-03Private Equity
2022-10-06Private Equity· $32M
2019-01-01Series Unknown
Leadership Team
Eric Falkeis
Co-Founder and Chief Executive Officer
Guillermo Trias
CEO & Co-Founder at Tidal Financial Group | ETFs (Exchange Traded Funds)
Recent News
2026-01-03
2025-12-03
Company data provided by crunchbase