Tidal Financial Group

Content Marketing Manager

• Manage digital assets and website content for client and corporate sites
• Ensure content meets regulatory standards
• Collaborate with cross-functional teams to streamline workflows
• Maintain version control and archival protocols
• Conduct regular content audits and optimize user experience

Digital Asset Manager – Website and Digital Content

Solutions Engineer

• Canvas all Tidal departments to identify processes and workflows ready for automation, AI enhancement, or technical optimization
• Document current-state workflows and pain points through stakeholder interviews and process observation
• Design and document future-state solutions using tools such as LucidChart, including technical specifications, integration requirements, and implementation roadmaps
• Build proof-of-concept solutions as needed to validate feasibility and demonstrate value
• Present solution proposals to executive leadership for approval
• Hand off approved solutions to engineering and data platform teams with clear documentation for production implementation
• Maintain a prioritized pipeline of automation opportunities across the organization
• Stay current on automation technologies, AI capabilities, and integration patterns relevant to financial services operations

VP, Principal Solutions Architect

Marketing

• Support day-to-day execution of brand and marketing initiatives across digital, content, and campaign channels
• Assist with maintaining brand consistency across materials, presentations, and communications
• Assist in drafting and editing marketing content, including website updates, social media posts, internal communications, and thought leadership materials
• Help manage timelines, assets, and deliverables for marketing campaigns and initiatives
• Conduct market, competitor, and industry research to support brand positioning and campaign strategy
• Assist with tracking and reporting on marketing performance metrics (e.g., campaign engagement, content performance)

Marketing Co-op

Lead Generation

• Assist the marketing and business development team with day-to-day outbound prospecting and lead generation initiatives.
• Support the team by building clean and segment targeted prospect lists using a variety of data sources.
• Monitor outbound campaign metrics and help surface insights on what messaging and audiences perform best.
• Identify and research prospective firms and decision-makers to support targeted, high-quality outbound outreach.
• Maintain accurate and up-to-date CRM records by logging activity, updating contact information, and tagging leads appropriately.
• Enrich lead and account data by validating contact details and filling data gaps between data tools and internal CRM.
• Help document lead generation workflows, best practices, and repeatable outbound processes.
• Provide general support on additional marketing and business development projects as needed.

Marketing Lead Generation Co-op

Operations

• 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

Launch Operations Analyst

• Own and manage complex, overlapping ETF launch timelines.
• Develop, maintain, and refine detailed project plans, milestones, and documentation.
• Coordinate seamlessly with internal teams and external partners.
• Serve as the primary client-facing leader in coordination with the Client Success Manager.
• Build and maintain relationships with strategic partners and third-party service providers.

VP of Launch Operations

• Provide executive leadership and oversight of middle office operations, including trade support, reconciliation, clearing and settlement, collateral management, and cash movements
• Define and evolve the middle office operating model to support platform growth, new product launches, and increased trading complexity
• Establish, monitor, and report on measurable operational goals, key performance indicators (KPIs), and strategic initiatives to drive efficiency, accuracy, scalability, and risk reduction
• Act as a senior escalation point for complex operational issues, ensuring timely resolution and effective risk mitigation
• Partner closely with Trading and Portfolio Management leadership to ensure operational alignment with investment strategies and market activity
• Lead, mentor, and develop a team of middle office professionals, fostering a culture of accountability, collaboration, and operational excellence
• Drive continuous improvement through process optimization, automation, and effective use of technology

VP – Middle Office Operations

• Ensure that daily trading operations run smoothly
• Ensure efficient and timely securities clearing, settlement, and reconciliation processes
• Monitor trading workflows and enhance operational efficiency to minimize risk and errors
• Collaborate with traders, portfolio managers, and back-office teams

Associate – Middle Office Operations

AI Engineer

• Design, develop, and deploy LLM-powered applications
• Lead the definition, development, and delivery of machine learning models
• Lead the testing, deployment, and ongoing maintenance of AI systems
• Optimize AI systems for performance, scalability, latency, and cost
• Partner with data and engineering leads to architect AI-powered systems
• Establish evaluation frameworks, monitoring, and observability

Lead AI Engineer

Human Resources

• Own end-to-end payroll and benefits execution
• Ensure accuracy, compliance, and timely resolution of issues
• Manage vendor relationships, SLAs, and escalation paths
• Lead the administrative team and Facilities Manager
• Oversee office operations, expansions, and build-outs
• Build and maintain repeatable HR operational processes
• Lead and develop admin and HR operations staff

AVP, Human Resources

Product Manager

• Design, backtest, and refine ETF investment strategies using quantitative methodologies.
• Collaborate with internal teams (Legal, Compliance, Capital Markets, Trading) to optimize strategies for performance and scalability.
• Develop and maintain proprietary tools for strategy simulation and performance analysis.
• Implement coding solutions to automate and streamline quantitative workflows.
• Integrate options and other derivatives into product strategies and risk management frameworks.
• Build models to assess derivative-based strategies for ETFs, ensuring alignment with market opportunities and client objectives.
• Utilize Value-at-Risk (VaR)-based frameworks to assess and manage product risks.
• Conduct scenario analysis and stress testing for ETF strategies to ensure robust risk mitigation.
• Independently generate and propose innovative ETF product ideas tailored to evolving market trends and client needs.
• Monitor and identify emerging trends across the U.S. ’40 Act ETF landscape to proactively inform Tidal’s product roadmap and ideation pipeline.
• Draft and review prospectus language and ETF strategy disclosures to support efficient execution from concept to filing.
• Partner closely with Business Development and Client Success teams to ensure product development priorities are aligned with overall business objectives and growth initiatives.
• Mentor and guide junior team members, fostering a collaborative and innovative team environment.

VP of Product Development

Business Intelligence Developer

• Develop sales and customer service analytics and dashboards, supporting pipeline reporting, and translating Hubspot CRM data into actionable insights.
• Operate within Tidal's enterprise BI governance framework and ensure all sales and customer service metrics, KPI logic, and reporting assets follow BI-defined standards.
• Serve as the sales/CSM SME for Hubspot data, define business requirements for Snowflake and DBT ingestion, and collaborate with Data Platforms to ensure sales and customer service datasets are modeled accurately.
• Build and maintain Sigma dashboards for ETF sales pipeline performance, customer engagement metrics, lead conversion, and CSM activity monitoring.
• Develop standardized reporting outputs for pipeline velocity, deal progression, customer health scores, and sales/CSM performance analytics.
• Automate daily and weekly sales and customer service reporting using validated Snowflake datasets.

AVP, Business Intelligence Analyst – Sales/CSM

Vice President

• Define and lead Tidal’s brand vision, positioning, and narrative
• Build first-consideration brand status across the ETF ecosystem
• Establish Tidal as the most trusted, authoritative voice in white-label ETFs
• Lead and integrate brand disciplines including advertising, promotion, events, research, content, and demand creation
• Partner closely with various departments to deliver cohesive, high-impact brand experiences

VP of Brand

• Lead the end-to-end YieldMax brand strategy, positioning the firm as the premier income-focused ETF brand for retail investors
• Build and scale an influencer-first brand engine, owning strategy, relationships, contracts, performance measurement, and long-term partnership development
• Serve as the senior steward of YieldMax’s reputation across social platforms, retail investor communities, media, and digital channels
• Translate complex, options-based investment strategies into clear, compelling, and compliant retail investor messaging
• Own brand and marketing communications governance under the Investment Company Act of 1940, ensuring all public-facing content, influencer activity, and social communications meet SEC regulatory and disclosure requirements
• Partner closely with legal and compliance leadership to design scalable, influencer-compatible communication frameworks that protect the firm while preserving authenticity and speed
• Develop and lead a high-performance brand team across content, social, influencer marketing, creative, and communications
• Establish a rigorous, data-driven brand operating model with clear KPIs tied to awareness, trust, engagement, and investor growth
• Partner closely with executive leadership, product, legal/compliance, and distribution teams to ensure alignment and execution excellence
• Anticipate shifts in retail investor behavior, social platforms, creator dynamics, and regulatory expectations to keep YieldMax ahead of the market

VP of Brand – YieldMax ETFs

Frontend Engineer

• Design, develop, and maintain high-quality frontend systems for web and internal applications
• Translate design mockups from Figma into pixel-perfect, responsive frontend code
• Build reusable components and frontend libraries using modern frameworks and best practices
• Collaborate closely with designers, product managers, and backend engineers to deliver seamless user experiences