Associate, Investment Product Marketing

About the Role

Willow Wealth is seeking an Associate, 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 supporting the development of 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 foundation in product marketing with exposure to registered funds, ETFs, and/or managed investing products.

Key Responsibilities

• Support the growth and adoption of Willow 360 and our evergreen funds suite through data-informed marketing initiatives and execution
• Conduct user research (interviews, surveys, feedback loops) and analyze sales and platform data to uncover insights around investor behavior and growth opportunities
• Develop clear, differentiated positioning and investor-facing narratives, helping translate complex private markets concepts into accessible messaging
• Help build and maintain foundational marketing assets, including offering pages, fact sheets/brochures, and educational content
• Support the execution and optimization of campaigns across channels to drive awareness, conversion, and reinvestment behavior
• Collaborate cross-functionally with Product, Product Design, and Growth teams to share insights that inform roadmap and adoption strategies
• Partner with Customer Support and Sales to provide messaging support, training materials, and tools that reinforce product value propositions
• Participate in select client conversations to support product education and positioning within broader portfolio strategies
• Monitor and report on campaign and product performance against KPIs, helping identify opportunities to improve conversion, retention, and growth
• Conduct market and competitive research to better understand investor preferences, industry trends, and positioning opportunities

Qualifications

• 2+ years of marketing, sales, or investment products experience within financial services
• Excellent written communication skills; ability to distill complex concepts into clear and compelling messaging
• Ability to 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
• Bonus points for experience with marketing interval/tender offer funds, ETFs/mutual funds, robo-advisors, and/or private markets sales/marketing

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 90,000 to 110,000 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.