Associate, Investment Product Marketing
Willow Wealth, New York, NY, United States
About Willow Wealth
Willow Wealth is a 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 expanding access to make it easier to get started. We partner with experienced 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.
About The Role Willow Wealth is seeking an
Associate, 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 supporting the development of 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 foundation in product marketing with exposure to registered funds, ETFs, and/or managed investing products.
Key Responsibilities
Support the growth and adoption of Willow 360 and our evergreen funds suite through data‑informed marketing initiatives and execution
Conduct user research (interviews, surveys, feedback loops) and analyze sales and platform data to uncover insights around investor behavior and growth opportunities
Develop clear, differentiated positioning and investor‑facing narratives, helping translate complex private markets concepts into accessible messaging
Help build and maintain foundational marketing assets, including offering pages, fact sheets/brochures, and educational content
Support the execution and optimization of campaigns across channels to drive awareness, conversion, and reinvestment behavior
Collaborate cross‑functionally with Product, Product Design, and Growth teams to share insights that inform roadmap and adoption strategies
Partner with Customer Support and Sales to provide messaging support, training materials, and tools that reinforce product value propositions
Participate in select client conversations to support product education and positioning within broader portfolio strategies
Monitor and report on campaign and product performance against KPIs, helping identify opportunities to improve conversion, retention, and growth
Conduct market and competitive research to better understand investor preferences, industry trends, and positioning opportunities
Qualifications
2+ years of marketing, sales, or investment products experience within financial services
Excellent written communication skills; ability to distill complex concepts into clear and compelling messaging
Ability to 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
Bonus points for experience with marketing interval/tender offer funds, ETFs/mutual funds, robo‑advisors, and/or private markets sales/marketing
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 90,000 to 110,000 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.
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About The Role Willow Wealth is seeking an
Associate, 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 supporting the development of 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 foundation in product marketing with exposure to registered funds, ETFs, and/or managed investing products.
Key Responsibilities
Support the growth and adoption of Willow 360 and our evergreen funds suite through data‑informed marketing initiatives and execution
Conduct user research (interviews, surveys, feedback loops) and analyze sales and platform data to uncover insights around investor behavior and growth opportunities
Develop clear, differentiated positioning and investor‑facing narratives, helping translate complex private markets concepts into accessible messaging
Help build and maintain foundational marketing assets, including offering pages, fact sheets/brochures, and educational content
Support the execution and optimization of campaigns across channels to drive awareness, conversion, and reinvestment behavior
Collaborate cross‑functionally with Product, Product Design, and Growth teams to share insights that inform roadmap and adoption strategies
Partner with Customer Support and Sales to provide messaging support, training materials, and tools that reinforce product value propositions
Participate in select client conversations to support product education and positioning within broader portfolio strategies
Monitor and report on campaign and product performance against KPIs, helping identify opportunities to improve conversion, retention, and growth
Conduct market and competitive research to better understand investor preferences, industry trends, and positioning opportunities
Qualifications
2+ years of marketing, sales, or investment products experience within financial services
Excellent written communication skills; ability to distill complex concepts into clear and compelling messaging
Ability to 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
Bonus points for experience with marketing interval/tender offer funds, ETFs/mutual funds, robo‑advisors, and/or private markets sales/marketing
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 90,000 to 110,000 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.
#J-18808-Ljbffr