AVP of Client Success
About The Position
The Associate Vice President, Client Success 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.
Requirements
- 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.
- Leadership skills with the ability to mentor and guide team members.
- Bachelor’s degree in Finance, Business Administration, or a related field required.
Nice To Haves
- Advanced degree (MBA, JD) or relevant professional designations (CFA, CAIA, Series licenses) preferred.
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.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
