SVP of Fund Administration – Trust Management @ Tidal Financial Group
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About Tidal Financial Group
The Tidal Financial Group is a leading ETF investment technology platform dedicated to creating, operating, and growing ETFs. They provide strategic guidance, product planning, legal support, operations, marketing, research, and sales services.
About The Role
The SVP of Fund Administration – Trust Management will lead multiple experienced teams in managing ETF trust fund administration. This senior role demands deep expertise in fund administration, accounting, board governance, regulatory compliance and client servicing, along with proven leadership in a dynamic asset management environment.
Key Responsibilities
- Oversee multiple ETF trust fund administration teams.
- Lead board materials preparation and trustee reporting.
- Manage SEC filings and ensure regulatory compliance.
- Approve and monitor fund expense payments.
- Act as liaison with trust managers and boards.
- Develop and mentor administrative staff.
- Collaborate with stakeholders to improve client servicing.
- Drive process improvements for operational efficiency.
- Maintain controls, policies and procedures across fund administration.
Qualifications
Bachelor’s degree in Accounting, Finance or related field is required. Advanced degree or professional certifications (CPA, CFA) preferred with 15+ years of experience in fund administration at large service providers, including mutual fund/ETF client servicing and trust administration. A strong accounting background and proven management of SEC filings, compliance reporting, and board materials are essential.
Location Preference
Candidates should be near Chicago, IL; Milwaukee, WI; New York City, NY; or West Palm Beach, FL.
Key skills/competency
Fund Administration, Trust Management, ETF, Leadership, Compliance, Accounting, SEC Filings, Client Servicing, Board Governance, Process Improvement
How to Get Hired at Tidal Financial Group
🎯 Tips for Getting Hired
- Customize your resume: Tailor your skills to fund administration.
- Highlight leadership: Emphasize team management and compliance.
- Research Tidal Financial Group: Understand their ETF platform and culture.
- Prepare for technical questions: Focus on accounting and regulatory expertise.
- Network strategically: Connect with industry professionals on LinkedIn.