About Willow Wealth
Willow Wealth is a leading platform for private market investing, connecting individual investors with curated opportunities across real estate, private credit, private equity, and more. Founded in 2015, the platform has grown to serve more than 500,000 members with $6.9B+ invested since inception. The company has raised over $250M from leading institutional investors, such as Redbird, Tarsadia, Mayfair, StepStone, and Edison Partners.
About the Role
Willow Wealth is hiring a Senior Manager, Lifecycle Marketing to own the customer journey from the moment someone signs up through their first investment and into long-term retention. This is a sole-owner role: you'll set the lifecycle strategy, run the send calendar, build the campaigns, and measure the results.
This role owns the full lifecycle marketing channel mix, including email, push notifications, in-app messaging, SMS, and on-platform messaging. You will determine what belongs in each channel and bring them together into a coherent customer journey. You will also own campaign launches, working with our Strategy team to translate new offerings into a marketing narrative and a coordinated go-to-market plan.
Key Responsibilities
- Lifecycle strategy and segmentation: defining the customer journey, the audience segments, and the triggers that move people through it
- Email, end to end: strategy, calendar, campaigns, automation, and performance. This is the role's core channel
- Push, in-app, SMS, and on-platform messaging: run alongside email as one journey
- Campaign launches: the marketing side of new offering launches and go-to-market moments
- Personalization: making sure messaging reflects each investor's lifecycle stage, product holdings, and on-platform behavior
- Conversion, retention, and reactivation: focused on conversion, win back journeys, lapse prevention, and re-engagement campaigns for dormant investors
- The send calendar: determining priority and cadence between product spotlights, campaign emails, and launch announcements
- Measurement: defining what success looks like, instrumenting it, and using the data to drive ongoing decisions
- This role is highly collaborative. You'll work closely with:
- CRM Ops on campaign execution and QA
- Strategy on launches, product-driven campaigns, and go-to-market moments
- Content & Design on messaging, voice, and creative
- Product to keep lifecycle programs aligned with platform capabilities and new feature launches
- Data on audience targeting and segmentation
- Compliance on review and approval of investor-facing communications
Qualifications
- A lifecycle specialist: deep, hands-on experience owning lifecycle or CRM marketing: journeys, segmentation, triggered and campaign email, and multi-channel orchestration
- A self-starter: you've been the sole owner of a function before, set your own agenda without a playbook, and are comfortable multitasking across projects without a large team behind you
- Direct-response instincts: conversion-focused, comfortable being measured on funnel metrics, and comfortable running tests to improve performance
- Systems fluency: comfortable leveraging the martech stack to support your work
- Data-driven judgment: cou can look at campaign and funnel data and know what to change next
- Comfort with complexity: you can take a fairly complicated financial product and explain it clearly to a customer
- Startup background: you've worked somewhere early-stage or fast-growing, where you had to build things rather than maintain them
- Direct-to-consumer experience: You've marketed financial or luxury products directly to individual consumers
- It's a plus if you have:
- Fintech or regulated-industry experience: familiarity with private markets or alternative investments
- Exposure to adjacent functions: some background in CRM operations, content, or paid media
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 140,000 to 170,000 annually, depending on experience and qualifications. This role is eligible for equity compensation as part of the total compensation package.
Skills Required
- Deep, hands-on experience owning lifecycle or CRM marketing, including journeys, segmentation, triggered and campaign email, and multichannel orchestration
- Experience independently owning a function and setting priorities without an established playbook or large team
- Conversion-focused direct-response marketing experience and comfort managing funnel metrics and testing
- Comfort leveraging a marketing technology stack
- Ability to analyze campaign and funnel data and make performance-driven decisions
- Ability to explain complex financial products clearly to consumers
- Experience working in an early-stage or fast-growing startup environment
- Direct-to-consumer marketing experience for financial or luxury products
- Fintech, regulated-industry, private markets, or alternative-investment experience
- Background in CRM operations, content, or paid media
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.
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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.
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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.
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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.
Willow Wealth Insights
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