Jobs at Tidal Financial Group

Manage and oversee passive ETF portfolios, including portfolio monitoring, trade execution, rebalancing, reconciliations, compliance reporting, and regulatory filings. Partner with Trading, Compliance, and internal teams to resolve discrepancies, maintain controls, support client needs, and improve portfolio management workflows and processes.

Execute and manage leveraged ETF trades across equities, options, and swaps; handle trade allocation, settlement, reconciliation, and post-trade operations. Use Bloomberg and institutional platforms to support best execution, portfolio performance, and fund efficiency. Collaborate with portfolio management, operations teams, prime brokers, and market makers. Analyze market trends, improve trading processes, maintain accuracy, and ensure adherence to fund objectives and regulatory requirements.

Execute and manage leveraged ETF trades across equities, options, and swaps while handling allocations, settlements, reconciliations, and post-trade operations. Use Bloomberg and institutional trading platforms to support best execution and fund efficiency. Collaborate with portfolio management, operations teams, prime brokers, and market makers; monitor markets, improve trading procedures, ensure accuracy, and support fund objectives and performance.

Leads enterprise operational, technology, cybersecurity, third-party, and change-management risk programs. Builds RCSA processes, evaluates controls, oversees risk testing and remediation, manages technology and cyber risk oversight, and supports incident management and business continuity. Uses automation, AI, analytics, and visualization to improve risk intelligence, reporting, anomaly detection, and decision-making. Partners cross-functionally to provide challenge, recommendations, and governance across Tidal’s funds and operations.

Oversee day-to-day administration of ETF funds, including NAV review, fund accounting, expenses, audits, financial statements, regulatory filings, vendor coordination, and new fund launches. The role provides guidance and training to administrators, collaborates with internal and external stakeholders, supports regulatory exams and due diligence, and improves operational controls and processes while ensuring accuracy, timeliness, and compliance.

Supports ETF fund administration by preparing regulatory filings, financial statements, board reports, reconciliations, expense accruals, and fund data analyses. Coordinates with advisors, custodians, auditors, accountants, and external service providers while monitoring operational workflows and SEC compliance. The role also addresses fund administration inquiries, manages shifting deadlines, and contributes to process and technology improvements.

Leads day-to-day tax administration for ETF funds, including RIC and excise tax returns, tax provisions, distributions, Subchapter M compliance, and shareholder reporting data. Manages tax professionals, reviews complex work, supports clients and auditors, resolves technical issues, and improves processes, controls, technology, and training. Requires substantial investment company or fund tax experience, with preferred ETF tax operations, CPA or master’s credentials, and process improvement experience.

Leads YieldMax’s brand and integrated marketing strategy, team, budget, campaigns, product launches, digital and social channels, influencer partnerships, content, investor education, events, and media relations. Measures audience growth, engagement, website activity, fund flows, and assets under management. Partners with leadership, sales, product, portfolio management, legal, and compliance to ensure effective execution and adherence to SEC and FINRA marketing requirements.

Lead content strategy and execution across LinkedIn, video, email, and web. Translate complex financial and regulatory topics into engaging thought leadership and client-facing content. Manage editorial calendar, partner with compliance/legal, track performance metrics, and iterate based on business impact.

This role involves the ownership and optimization of Bloomberg and trading platforms, partnering with traders to improve workflows and system configurations.