AVP of Client Success Management

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

The AVP of Client Success Management plays a critical leadership role in driving exceptional client outcomes and advancing Tidal’s reputation 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 AVP will collaborate across internal teams to anticipate client needs, deliver proactive solutions, and design scalable processes that strengthen Tidal’s client success function. 

This is a strategic, client-facing role suited for a professional with deep industry experience, a proven ability to manage complex relationships, and a forward-looking approach to growth and innovation. 

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 client objectives and 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. 

• Provide strategic guidance on industry trends, market developments, 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 

• 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. 

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

• Bachelor’s degree in Finance, Business Administration, or a related field required. 

• Advanced degree (MBA, JD) or relevant professional designations (CFA, CAIA, Series licenses) preferred. 

• 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. 

We are prioritizing candidates who are located within proximity to Chicago, IL; Milwaukee, WI; New York City, NY; and West Palm Beach, FL.