Manager, Investment Product Marketing

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.