Jobs at Willow Wealth

Lead customer lifecycle and segmentation strategy; build and execute multi-channel direct marketing (email, SMS, on-platform). Write high-conversion copy, run tests, track KPIs, optimize for acquisition, activation, retention, and LTV. Partner with Product, Data, CRM, and Compliance to deliver personalized, revenue-driving campaigns in a regulated financial context.

Own and improve the company data stack: expand the data warehouse, build and streamline Python-based ingestion and ETL processes, refactor dbt models, maintain data quality, standardize reporting, and collaborate with engineering and analysts. Act as technical owner for parts of the stack and proactively drive improvements and automation.

Serve as primary contact for high-net-worth clients, answering portfolio and platform questions, explaining performance and reporting, and coordinating with investment, product, operations and sales teams to improve client experience, capture feedback, and identify sales opportunities.

The Senior Fund Accountant will oversee accounting functions, ensure accurate financial reporting, enhance controls, and implement scalable solutions while collaborating with internal and external teams.

The Senior Fund Accountant will oversee investment accounting, ensure accurate financial reporting, and improve processes, collaborating with internal and external teams.

The Director will evaluate investment recommendations from sub-advisors in credit-focused strategies, conduct independent credit assessments, and manage portfolio monitoring while collaborating with the investment team.

Build and maintain reactive microservices and RESTful APIs; design schemas, write unit tests, optimize SQL; collaborate with product, design, and engineering; deploy, monitor, and analyze production services.