Teams at Tidal Financial Group

Lead onboarding and relationship management for high-value ETF clients, provide executive-level strategic guidance, drive client advocacy and retention, identify cross-sell opportunities, mentor team members, and collaborate across functions to improve processes and launch funds.

Manage end-to-end operational execution of high-volume ETF launches, coordinating internal teams and external vendors, maintaining launch documentation, communicating with clients, mitigating risks, and improving processes to ensure timely, accurate launches and a strong client experience.

Lead and scale ETF fund operations, overseeing fund accounting, NAV and valuation oversight, regulatory filings, financial and board reporting, liquidity monitoring, service provider management, control frameworks, process improvements, and senior team development to support growth while reducing operational risk.