Tidal Financial Group is a leading ETF investment technology platform dedicated to creating, operating, and growing ETFs. We combine expertise and innovative partnership approaches to offer comprehensive, value-generating ETF solutions. Our platform offers best-in-class strategic guidance, product planning, trust and fund services, legal support, operations support, marketing and research, and sales and distribution services.

Role Summary

Tidal Financial Group is an ETF platform company experiencing significant growth. We’re looking for a Chief of Staff, Technology to serve as the right hand to our EVP of Operations & Technology—someone who can extend leadership reach across five verticals (BI, Project Management, IT/Security, AI, and Data/Software Engineering) without requiring the EVP to be in every room.

The role is part operator, part strategist. You’ll drive cross-functional initiatives, manage the pipeline from idea through execution, and translate between business stakeholders and technical teams. You’ll have direct visibility with C-suite leadership and real ownership over how this company scales.

What You’ll Do

•       Extend leadership reach. Operate as the EVP’s force multiplier across all technology and operations verticals. Run point on cross-functional initiatives—vendor evaluations, migration projects, policy rollouts—so leadership isn’t the bottleneck.

•       Drive the automation pipeline. Canvas departments for automation and AI opportunities. Build the business case for each—framed in risk, ROI, and operational impact—and shepherd approved initiatives from concept through handoff to engineering.

•       Translate between worlds. Take a messy ask from a department head and turn it into something engineers can scope. Take a technical constraint and explain it to an executive in terms they care about.

•       Own workflow documentation. Map current-state processes, identify bottlenecks, and design future-state workflows using tools like LucidChart. Maintain clear documentation that enables your engineering counterparts to build with confidence.

•       Evaluate and recommend. Assess vendor proposals, AI tools, and automation platforms. You’re not just collecting demos—you’re asking the hard questions about architecture, integration, and total cost of ownership.

•       Communicate on behalf of leadership. Draft proposals, presentations, and internal communications. You should be able to write in the EVP’s voice and think in the leadership team’s framework.

•       Stay sharp on AI and automation. Keep current on emerging tools, capabilities, and patterns relevant to financial services operations. Bring options, not just questions.

What We’re Looking For

•       3–6 years of experience in a role that required you to operate across functions—consulting, technical program management, startup operations, or a similar track where you wore multiple hats.

•       Technically literate. You don’t need to be a software engineer, but you understand APIs, data pipelines, and cloud infrastructure well enough to evaluate solutions and call BS on vendors. You’re a tinkerer—you’ve built things, broken things, and learned from both.

•       AI-fluent. You’re already using tools like ChatGPT, Claude, or similar as part of your daily workflow—not as a novelty, but as an operating system. You have a point of view on where these tools work and where they don’t.

•       Sharp communicator. You can hold your own in a room with a department VP or a C-suite executive, and you can turn around and give a developer a clear, actionable spec. You write well—concise, direct, no fluff.

•       Self-directed. You don’t need to be told what to do next. You see gaps, prioritize, and move. You manage multiple concurrent initiatives without losing the thread.

•       Strong judgment. You know when to push, when to escalate, and when to just handle it. You’re not afraid to challenge an assumption—including your boss’s.

Nice-to-Haves

•       Experience in financial services, ETFs, or investment management

•       Familiarity with modern data stack tools (Snowflake, DBT, Fivetran, or similar)

•       Exposure to automation platforms (n8n, Zapier, Make.com, or similar)

•       Experience with project management tools (Monday.com, Jira, or similar)

•       Comfort with workflow diagramming and technical documentation

Why This Role

We created this role because the scope of work across Tidal’s technology and operations organization has outgrown a single leader’s bandwidth. You’ll have direct access to the C-suite, real decision-making authority, and a front-row seat to how an ETF platform company scales its technology function.

If you’re the kind of person who’s been punching above your weight and looking for a role that matches your ambition, we want to talk.