AVP, Client Success

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🐊 Florida, Illinois, +2 more states – Remote

🐊 Florida – Remote 🌽 Illinois – Remote 🗽 New York – Remote 🧀 Wisconsin – Remote

💵 $100k - $130k / year

⏰ Full Time

🔴 Lead

🏆 Customer Success

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Tidal Financial Group

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2012

💼 Consulting

📣 Marketing

💸 Finance

Consulting • Marketing • Finance

Tidal Financial Group is a leading ETF investment and technology platform that specializes in managing exchange-traded funds (ETFs). With over 193 funds and $30 billion in assets under management, Tidal partners with various issuers to help clients successfully launch, manage, and grow their ETFs. The company offers a full suite of services, including strategy planning, regulatory compliance, portfolio management, and marketing, positioning itself as a premier choice in the ETF industry.

📋 Description

• Lead onboarding of new clients and oversee ETF launch processes • Serve as a senior escalation point during onboarding • Manage key client relationships through executive-level check-ins and reviews • Build trusted relationships with senior client stakeholders • Anticipate client needs and develop proactive solutions • Provide strategic guidance on industry trends, market developments, and best practices • Advocate for client perspectives in internal decision-making and innovation • Design and implement process improvements to elevate client service delivery • Drive client satisfaction, retention, and long-term partnership value • Identify cross-selling opportunities and present value-driven solutions • Collaborate on new product launches and initiatives to grow client assets • Maintain ETF and asset management industry expertise • Mentor junior team members • Represent Tidal at industry events and client-facing forums

🎯 Requirements

• 7–10+ years of experience in client success, relationship management, or a similar client-facing leadership role • Experience in financial services, asset management, or ETFs • Demonstrated track record managing and growing complex institutional client relationships • Strong familiarity with ETFs, fund launches, and industry regulatory frameworks • Exceptional communication and interpersonal skills • Strategic thinking and strong problem-solving abilities • Strong organizational and project management skills • Experience leading cross-functional initiatives • Analytical and data-driven approach to evaluating client feedback and performance outcomes • Leadership skills and ability to mentor and guide team members • 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 • Candidates prioritized within proximity to Chicago, IL; Milwaukee, WI; New York City, NY; and West Palm Beach, FL