About Willow Wealth

Willow Wealth is the leading private markets investment platform. We believe that private market investment products should be a fundamental part of your portfolio. That’s why we’re unlocking access to make it easier than ever to get started. We partner with top-tier investment managers to provide investors with a wide range of opportunities across real estate, venture capital, private equity, art, short-term notes, and more. All of our offerings are curated and vetted by our team to help investors diversify away from the stock market with confidence.

All Willow Wealth offices follow a hybrid work model.

About the Role

Willow Wealth is seeking a Manager, Investment Product Marketing (Managed Portfolios & Evergreen Funds) to join our growing Investment Product Management team, focused on accelerating the growth of our evergreen fund platform and automated investing solution (“robo-advisor”), Willow 360. In this role, you will help scale two of Willow’s most strategic product lines by developing differentiated positioning, compelling messaging, and high-performing marketing programs. You will analyze investor behavior and product data to develop go-to-market strategies that drive product adoption and sales. The ideal candidate will bring a strong foundation in product marketing with experience in registered funds, ETFs, and/or managed investing products.

Key Responsibilities

• Drive the growth and adoption of Willow 360 and our evergreen funds suite through data-driven marketing strategy and execution
• Conduct user research (interviews, surveys, feedback loops), alongside analysis of sales and platform data, to identify barriers, motivations, and opportunities for growth
• Develop clear, differentiated positioning and investor-facing narratives, simplifying complex private markets concepts into accessible messaging
• Build foundational marketing assets, including offering pages, fact sheets/brochures, and educational content
• Design and optimize campaigns across channels to drive awareness, conversion, and reinvestment behavior
• Partner cross-functionally with Product, Product Design, and Growth teams to influence roadmap decisions that improve adoption
• Enable the Customer Support and Sales teams with training, messaging, and tools to consistently communicate value propositions
• Participate in client conversations as a subject matter expert, helping articulate how these products fit into broader portfolio goals
• Track and evaluate campaign and product performance against KPIs to help continuously improve conversion, retention, and growth
• Conduct market and competitive research to understand investor preferences, industry trends, and opportunities to strengthen our products

Qualifications

• 4+ years of marketing, sales, or investment products experience within financial services
• Experience with registered funds, ETFs, and/or managed investing products
• Excellent written communication skills; ability to distill complex concepts into clear and compelling messaging
• Ability to lead and communicate cross-functionally with other departments
• Strong organizational and analytical skills
• Ability to plan and execute on multiple projects simultaneously
• Bachelor's Degree or equivalent experience

What's in it for you:

Competitive compensation packages, including equity

Health, dental & vision coverage with FSA/HSA options

Unlimited PTO

401k Match

Commuter benefit

Life insurance

This is a New York-based role. The base salary range for this position is USD 115,000 to 135,000 annually, depending on experience and qualifications. This role may be eligible for a discretionary bonus and is eligible for equity compensation as part of the total compensation package.