Willow Wealth

Manager, Investment Product Marketing

Posted 2 Months Ago

New York, NY, USA

Hybrid

115K-135K Annually

Mid level

Fintech • Financial Services

The Role

The Manager, Investment Product Marketing will drive growth for investment products through data-driven marketing strategies, user research, positioning, and campaign optimizations while collaborating cross-functionally.

Summary Generated by Built In

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 a Manager, 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 developing 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 strong foundation in product marketing with experience in registered funds, ETFs, and/or managed investing products.

Key Responsibilities

Drive the growth and adoption of Willow 360 and our evergreen funds suite through data-driven marketing strategy and execution
Conduct user research (interviews, surveys, feedback loops), alongside analysis of sales and platform data, to identify barriers, motivations, and opportunities for growth
Develop clear, differentiated positioning and investor-facing narratives, simplifying complex private markets concepts into accessible messaging
Build foundational marketing assets, including offering pages, fact sheets/brochures, and educational content
Design and optimize campaigns across channels to drive awareness, conversion, and reinvestment behavior
Partner cross-functionally with Product, Product Design, and Growth teams to influence roadmap decisions that improve adoption
Enable the Customer Support and Sales teams with training, messaging, and tools to consistently communicate value propositions
Participate in client conversations as a subject matter expert, helping articulate how these products fit into broader portfolio goals
Track and evaluate campaign and product performance against KPIs to help continuously improve conversion, retention, and growth
Conduct market and competitive research to understand investor preferences, industry trends, and opportunities to strengthen our products

Qualifications

4+ years of marketing, sales, or investment products experience within financial services
Experience with registered funds, ETFs, and/or managed investing products
Excellent written communication skills; ability to distill complex concepts into clear and compelling messaging
Ability to lead and 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

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 115,000 to 135,000 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.

Skills Required

4+ years of marketing, sales, or investment products experience within financial services
Experience with registered funds, ETFs, and/or managed investing products
Excellent written communication skills
Ability to lead and communicate cross-functionally
Strong organizational and analytical skills
Ability to plan and execute on multiple projects simultaneously
Bachelor's Degree or equivalent experience

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.