Full-Time
National Accounts Strategy and Due Diligence Associate
Posted on 7/23/2025
Tidal Financial Group
11-50 employees
White-label ETF creation and management platform
No salary listed
Remote in USA
Remote
Prioritizing candidates located within proximity to Chicago, IL; Milwaukee, WI; New York City, NY; and West Palm Beach, FL.
 Finance & Banking (1) |
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- 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.
- Own and maintain Tidal’s DDQ pipeline across all national accounts. Ensure timely, complete submissions and ongoing compliance with platform requirements.
- Track and monitor platform onboarding progress across firms and identify areas where Tidal can expand or accelerate access.
- Analyze fund performance, outreach results, and platform feedback to help the national accounts team target the right funds, firms and advisors.
- Deliver clear dashboards and insights that inform strategic sales decisions and drive smarter national accounts execution.
Tidal Financial Group provides white-label ETF solutions for asset managers, institutional investors, and financial advisors. It offers an end-to-end fiduciary platform that covers regulatory compliance, marketing support, and ongoing ETF management, so clients can focus on investment strategy. Clients launch ETFs under their own brands and distribute them globally to retail investors, advisors, intermediaries, and institutions, with Tidal earning service and management fees. The company aims to democratize access to ETF launches and expansion by simplifying compliance, marketing, and distribution to open new revenue channels worldwide.
Company Size
11-50
Company Stage
Growth Equity (Non-Venture Capital)
Total Funding
$32M
Headquarters
New York City, New York
Founded
2016
Simplify's Take
What believers are saying
- $63bn+ Total Assets Under Service reflects strong market positioning and scale.
- International expansion via HANetf partnership enables US white-label capabilities.
- Active portfolio management and trading execution services create recurring revenue streams.
What critics are saying
- StockAnalysis reports $2.67B AUM versus claimed $47B, credibility gap.
- Average ETF expense ratios of 0.84% drive outflows to competitors.
- ZEGA acquisition integration risks dilute focus and increase operational costs.
What makes Tidal Financial Group unique
- Full-stack ETF platform managing 415+ ETFs for 90+ issuers globally.
- Launched 61 ETFs on NYSE in 2025, highest from single business.
- Acquired ZEGA Financial in early 2025, expanding income-focused ETF expertise.
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Benefits
Remote Work Options
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Company News
As part of this transaction, Tony Broglio (founder and managing partner at Insignia Capital) will join Tidal's board as one of five members.
"This is an exciting launch and one we are very pleased to be a part of," added Pestrichelli, who founded ZEGA Financial (a Nebraska-based firm), which was officially acquired by Tidal at the start of 2025.
Tidal Financial Group launches GammaRoad Market Navigation ETF (NYSE: GMMA) in strategic partnership with GammaRoad Capital Partners.
FRANKFURT, Germany--(BUSINESS WIRE)--MarketVector IndexesTM (“MarketVector”) announces the licensing of the iREIT®-MarketVectorTM Quality REIT Index (ticker: IRET) to Tidal Investments, LLC (“Tidal”), highlighting MarketVector’s ability to provide customizable indexes in varying sectors for clients across the globe. In partnership with Tidal, leading real estate analyst Brad Thomas, CEO of Wide Moat Research, launched the IRET ETF (ticker: IRET) built on an index Brad designed with MarketVector. This unique product invests in REITs across all property sectors, utilizing fundamental analysis to provide investors with exposure to diversification, potentially higher yields, and a focus on quality and value investing. “As a prolific income-focused writer on Seeking Alpha with over 115,000 followers I’m honored to provide my readership base with a REIT ETF focused on reliable and predictable income. Our index is designed to provide diversified property sector and geographical exposure while targeting constituents with the best quality and value attributes. As the chief architect for the index, my number one goal is to ensure steady and growing income so investors can be more confident about their real estate investments,“ said Brad Thomas, CEO Wide Moat Research
Tidal Financial Group has partnered with 7RCC to serve as the platform facilitating the creation, operation, and growth of the ETF.