The 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.

About the role

As National Accounts Strategy Associate, you will play a mission-critical support role on the national accounts team. Reporting to the VP of National Accounts, you will ensure Tidal and its funds are well positioned for platform access and success. You will manage all aspects of due diligence coordination and use data to shape go-to-market decisions across platforms like Wirehouses, Independent Broker Dealers, Regional Broker Dealers and Banks. This is a high-visibility, high-accountability role for someone who thrives at the intersection of process management, platform compliance, and data-driven decision making.

What you'll do

• Due Diligence Management: Own and maintain Tidal’s DDQ pipeline across all national accounts. Ensure timely, complete submissions and ongoing compliance with platform requirements.
• Platform Access Strategy: Track and monitor platform onboarding progress across firms and identify areas where Tidal can expand or accelerate access.
• Strategic Analytics and Funnel Optimization: Analyze fund performance, outreach results, and platform feedback to help the national accounts team target the right funds, firms and advisors.
• Reporting and Insights: Deliver clear dashboards and insights that inform strategic sales decisions and drive smarter national accounts execution.

Qualifications

• 4 to 7 years of experience in asset management, platform due diligence, sales strategy, or ETF distribution.
• Experience managing DDQs or related documentation for major platforms or compliance teams.
• Strong analytical and Excel skills, with comfort using CRM tools and data visualization platforms.
• Highly organized, detail-oriented, and deadline-driven.
• Excellent communicator who can synthesize insights and drive processes across multiple stakeholders.
• Passion for ETFs and a desire to grow within a fast-paced, entrepreneurial firm.

If you're eager to work behind the scenes to power ETF distribution success and ready to bring strategic discipline to a high-growth team, let’s talk!

We are prioritizing candidates who are located within proximity to Chicago, IL; Milwaukee, WI; New York City, NY; and West Palm Beach, FL.