Teams 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.