Jobs at Willow Wealth

Leads portfolio management and valuation across private market investments, including quarterly valuations, risk ratings, portfolio construction, sub-advisor oversight, and investment review processes. Manages a distributed team and communicates portfolio performance, valuation marks, and risks to investment committees, executives, and the board. Oversees risk escalation, workouts, reporting standards, and automation initiatives while partnering with Investments, Finance, Legal, Product, Marketing, and Operations.

Leads backend engineering for a private markets investment platform. Designs and develops scalable Java and Spring-based reactive microservices, APIs, messaging systems, and database solutions. Owns architecture, production services, monitoring, performance optimization, incident follow-up, and technical initiatives. Mentors engineers, reviews code, documents solutions, and collaborates with product, design, and engineering stakeholders to deliver reliable, maintainable software.

Leads the Investor Services team supporting investors across onboarding, account servicing, portfolio support, and broker-dealer operations. Oversees service delivery, escalations, compliance coordination, CRM and servicing platforms, reporting, vendor relationships, and investor data integrity. Develops team members, represents the investor perspective in cross-functional initiatives, and builds measurement frameworks connecting servicing activity to marketing, retention, engagement, and revenue outcomes.

Leads Willow Wealth’s private credit and specialty finance investment strategy. Responsibilities include sourcing and underwriting direct investments, structuring transactions, managing investment committee processes, overseeing portfolio construction and deal allocation, and managing sub-advisory relationships. The role also develops manager relationships, represents the firm externally, supports investor education, and partners with executive leadership to align investment outcomes with company and investor goals.

Supports forecasting, budgeting, financial modeling, KPI and cost reporting, monthly budget-to-actual analysis, and executive and Board communications. Partners cross-functionally to provide financial insights and supports corporate development, capital markets, fundraising, M&A, and warehouse financing initiatives. Uses data analytics and AI to improve financial reporting and forecasting systems.

Manage accounting and financial reporting for Willow Wealth funds, review administrator-prepared statements, draft audited financials and footnotes, reconcile fees and intercompany items, oversee external administrators, improve controls and processes, support audits and tax filings, and respond to investor inquiries.