Fixed Income Portfolio Manager, Municipal Index
Vanguard
AVP, Client Success Management
Tidal Financial Group
full-time
Posted on:
Origin: • 🇺🇸 United States • Florida, Illinois, New York, Wisconsin
Visit company websiteSalary
💰 $100,000 - $140,000 per year
Job Level
Lead
About the role
- 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.
Requirements
- 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.
