Willow Wealth

Associate, Investor Support

Posted 5 Days Ago

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New York, NY, USA

Hybrid

85K-95K Annually

Mid level

Fintech • Financial Services

The Role

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.

Summary Generated by Built In

About Willow Wealth

Willow Wealth is a leading private markets investment platform. We believe that private markets 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 Investor Support Associate to join our team, serving as a key point of contact for high-net-worth clients with complex private market portfolios. You will work directly with sophisticated investors to review portfolio performance, understand reporting, navigate the platform, and resolve nuanced investment-related questions with clarity and confidence. Team members are expected to develop a strong understanding of private markets, asset classes, and broader market dynamics to contextualize performance and reinforce investor confidence.

This is a high-impact, client-facing role measured by customer experience, retention, and consistency of execution, and requires close collaboration with sales, marketing, operations and product teams.

Key Responsibilities

Deliver clear, confident, and consistent responses to investment- and portfolio-related inquiries, including performance context, reporting interpretation, and platform navigation
Be available for support via email and scheduled calls to high-net-worth clients
Develop fluency across asset classes and private markets to effectively contextualize client portfolios
Collaborate with investment, product, and operations teams to improve reporting, communication, and overall client experience
Identify and surface potential sales opportunities, providing warm handoffs to the sales team
Capture and communicate recurring client feedback to inform product and operational improvements

Qualifications

2–5+ years of experience in client service, investor relations, or a client-facing role within financial services or asset management
Strong understanding of investment concepts and financial markets
Clear and confident communicator, able to convey complex topics in a structured and digestible way
High emotional intelligence with the ability to navigate sensitive or high-stakes client interactions
Detail-oriented and solutions-driven, with a strong sense of ownership and follow-through
Natural collaborator ready to connect with internal stakeholders and drive operational efficiencies designed to improve the client experience
Curious and motivated to build a deeper understanding of private markets and investment products
Comfortable operating in a fast-paced, evolving environment with high effort and focus

What’s in it for you

Competitive compensation package, including equity

Health, dental & vision coverage with FSA/HSA options

Unlimited PTO

401k match

Commuter benefit

Life insurance

Wellness stipend

This is a New York-based role. The base salary range for this position is USD 85,000 to 95,000 annually, depending on experience and qualifications. This role is eligible for a discretionary bonus and equity compensation as part of the total compensation package.

Skills Required

2-5+ years of experience in client service, investor relations, or client-facing roles within financial services or asset management
Strong understanding of investment concepts and financial markets
Clear and confident communicator able to explain complex topics simply
High emotional intelligence for sensitive or high-stakes client interactions
Detail-oriented, solutions-driven, strong ownership and follow-through
Ability to collaborate with internal stakeholders to drive operational efficiencies
Curiosity and motivation to build deeper understanding of private markets and investment products
Comfortable operating in a fast-paced, evolving environment
Willingness to be available for client support via email and scheduled calls
Role based in New York (New York-based role)

Willow Wealth Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Willow Wealth and has not been reviewed or approved by Willow Wealth.

Healthcare Strength — Healthcare coverage is positioned as a standard, modern package with medical, dental, and vision options. The offering appears aligned with typical tech/fintech expectations even though plan richness is not detailed publicly.
Retirement Support — A 401(k) match is part of the stated benefits set, signaling employer participation in retirement savings. The exact match formula and vesting are not specified, but the presence of a match is a positive baseline.
Equity Value & Accessibility — Equity options are included alongside salary, indicating an ownership component to total compensation. Access and value likely vary by role and level, but equity is presented as part of the package.