Tidal Financial Group · 11 hours ago
Launch Operations Analyst
United States
Full-time
Remote
New Grad, Entry Level
$70K/yr - $90K/yr
0+ years expTidal Financial Group is a leading ETF investment technology platform dedicated to creating, operating, and growing ETFs. The Launch Operations Analyst – Account Specialist is responsible for supporting the successful launch of new client relationships by managing account opening, onboarding documentation, and related operational workflows for ETF launches.
Asset ManagementBusiness DevelopmentConsultingFinancial ServicesFinTechMarketing
Responsibilities
Prepare, review, and process account opening and onboarding documentation for new client relationships
Ensure all required forms, agreements, and disclosures are completed accurately and in compliance with internal and regulatory requirements
Coordinate account setup activities across internal and third party systems and operational platforms
Track onboarding progress and follow up on outstanding items to meet ETF launch timelines
Partner with Client Success, Legal, and Operations teams to facilitate smooth client launches
Serve as an internal point of contact for onboarding-related questions and status updates
Escalate issues or risks that may delay account opening or impact client experience
Support client-facing teams by ensuring a seamless and professional onboarding experience
Assist with client inquiries related to onboarding documentation and account setup
Contribute to a positive first impression for new client relationships
Maintain accurate onboarding records, checklists, and documentation repositories
Update internal systems and CRM tools with onboarding status and account details
Identify opportunities to improve onboarding workflows, documentation, and controls
Support reviews and reporting related to account opening activities
Qualification
Required
Bachelor's degree or equivalent experience
0–3 years of experience in operations, onboarding, account services, or a related role
Strong attention to detail and organizational skills
Ability to manage multiple tasks and deadlines in a fast-paced environment
Clear written and verbal communication skills
Proficiency with Microsoft Office
Preferred
Experience in financial services, investment management, fintech, or a regulated environment
Familiarity with account opening, client onboarding, or operational workflows
Experience working with CRM or onboarding systems (e.g., Salesforce or similar tools)
Exposure to compliance, KYC, AML, or client documentation processes
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